Introduction: This blog details steps for Run Report button on Project Entity in D365 PSA. Pre-requisites: 1. Ribbon Customizations solution installed in environment. Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Create a new solution for Ribbon Customizations. Add project entity in the solution. 2. Add Another … Continue reading Enable Run Report button on Project Entity in D365 PSA →

Introduction: This blog details steps for displaying Company Insights V 4.2 for Custom Form in D365 Customer Engagement. Pre-requisites: 1. Company Insights solution installed with version 4.2 2. Custom Form for Entity Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Open custom form “FSA Account” 2. Insert … Continue reading Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement →

Introduction: This blog explains how to enable custom field in Filter section of Schedule Board in D365 Field Service & PSA. Scenario: Need to filter resources on Schedule Board by custom fields other than standard fields like characteristics, roles, business units, terriotries etc. Pre-requisites: Configure 2 Custom Entities with below Details 1. Crew Entity with Name … Continue reading Extend Schedule Board Filter Section in D365 Field Service/PSA →

Introduction: This blog explains how to view Resource Skills and Role in D365 Field Service / PSA. Scenario: We often get inquiry from Clients do we have option to view Resource Skills or Roles on Schedule Board before scheduling a Work Order to Resource. Steps: Open Schedule Board and follow below steps to view skills … Continue reading View Resource Skills and Roles on Schedule Board in D365 Field Service / PSA →

Introduction: This blog explains how to show alerts in D365 V9. Details: We often get requirement to show alerts in D365 V9 Forms and can be achieved using below syntax. Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(closeCallback,errorCallback); Example: 1. Alert with no callbacks. var alertStrings = { text: “successfully checkedin.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, … Continue reading D365 V9 Alert Dialog →

Introduction: This blog provides a solution to requirement of Client for Call Management in D365 Field Service. Scenario: Most clients specify an requirement where Customers gives a Phone Call to Call Center or send email to Customer Care department and how to design this requirement in Field Service. Resolution: We need to provide solution to … Continue reading Call Management in D365 Field Service →

Introduction: This blog explains how a Technician can register Payments done by Customer during visit of Field Service. Scenario: We often get enquiry from Clients do we have option to register Payments done by Customer in D365 Field Service this as can achived as explained below. Details: Technician should create a record of Payments on … Continue reading Payments in D365 Field Service →

Introduction: This blog explains how to configure SLA to Work Order Entity. Scenario: Most clients demand SLA for Work Orders and Resource Bookings in Field Service. Steps of Implementation: We need to configure SLA for Work  Order as explained below. 1. Mark checked  for setting “Enable for SLA” on Work Order entity as highlighted below. … Continue reading Service Level Agreements in D365 Field Service →

Introduction: We often get issues raised by Users while training PSA – Amount entered on Expense Entry is not reflecting on Invoice in T&M Project and instead shown as $0 as below. Resolution: We need to configure PSA correctly and check below configurations. 1. Sales Price List of Project is configured with Category Prices and … Continue reading Zero Amount Issue for Expense Entry of T&M Project in D365 PSA →

Introduction: This blog explains how to migrate data for Many to Many or N:N relationship records. Scenario: Client always demand configuration records to be migrated from Test Env to a Production Environment.We can migrate data for Entity records and Entities with 1:N relationships records however we cannot directly migrate data for N:N relationship( intermediate entity) … Continue reading Data Migration for Many to Many Relationship Entities in D365 PSA →