Stages of Invoice Schedules are changed behind the scenes as you perform actions on the Invoice of the Contract. Let’s see what we have got here – So, when an Invoice Schedule is Ready for Invoicing, it will be considered in the Invoice you’ll end up creating. Now, if you create the Invoice for that … Continue reading Contract Invoice Schedule Status Change on Invoice Actions →

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your … Continue reading D365 Unified Interface: Enabling embedded legacy dialogs →

Introduction: Work Hours mentioned under a User/Bookable Resource aren’t the same as they show. Ever wondered what is Cross Day on Work Hours for a Bookable Resources in Dynamics 365 PSA or Field Service? Or even User record for that matter? And why not the actual Work Hours a resource is set to? You should … Continue reading Timezone effect on Work Hours →

Overview: I had a requirement where I needed to make certain fields on BPF as required. So, I tried accessing the control using Xrm.Page.getControl(“header_process_description”) and then getAttribute().setRequiredLevel(“required”) on it would serve my purpose. But actually, not! To set perspective, the code runs and make the field required too. But there’s a catch! Required fields on … Continue reading Forcing Fields on BPF to be required programmatically →

Introduction: Email in Unified Interface Dynamics 365 is also available as a separate app! Here’s how you can get it. By default, the new email capabilities are already available in the Unified Interface of D365. But you can have it as a separate app if you’d like. Installing the App: Here’s how you get it … Continue reading Email in Unified Interface as a separate app in D365 →

Overview: Now, you often must have noticed that the field Est. Revenue on Opportunities is either locked or is open to enter value into it. There’s a reason for this as well. Revenue Field: So basically, there is a field on the Opportunity that drives this operation. It is called as Revenue field! System Calculated- … Continue reading Estimated Revenue field behavior of Opportunity Entity →

Introduction: Business Recommended a cool feature in Business Rules which came out last year in D365 that can be used by simple configuration in Business Rules rather than writing JS code to achieve the same. Here’s how we do it – Setting Up Business Rule for Recommendation: Now, can you setup a Business Rule as … Continue reading Business Recommendation in D365 using Business Rule →

Introduction: Let’s look on a high-level of what Project Closure has impact on the Bookings on the Schedule Board. Now, while working in D365 PSA, I encountered that I needed to mark a Project as Completed even when I had some bookings in the future. This led me to notice its effect on the Bookings … Continue reading D365 PSA: Impact of Project Closure on Bookings →

Introduction: Sometimes, stock Schedule Board doesn’t quite do justice by default to your bookings and how Dispatchers see this information today. Out-of-the-box information on a Bookable Resource Booking looks like this – What if you want to modify this information and show what’s relevant to Dispatchers? Modifying the Schedule Board: You can modify the details … Continue reading Customizing the Booking card information on Scheduled Board – D365 PSA/Field Service →

Overview: Out-of-the-box, it is not possible to Book a task a on the Schedule Board, instead what you get at the easiest disposal is to allocate partitions of the Project to the resources and not the items from the WBS! Well, as a workaround, I’ve enabled the Project Task entity for Resource Scheduling using the … Continue reading Scheduling Project Tasks in Dynamics 365 PSA →