Overview: Let’s say you have a Quote which has Quote Lines and then you generate the Invoice schedule for your Time & Materials project. What decides the number of Invoice Schedules to be generated for a Quote Line record? Let’s review. Quote Lines: Now, I have a Quote Line which has Invoicing Schedule from 28th … Continue reading Invoice Schedule generation on Quote Lines – D365 PSA →

Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurations like selecting a view for your Lookup field is easily possible on the D365 Form. However, this is not possible on the fields on the Business Process Flow Use of addPreSearch() and addCustomFilter() on BPF Fields: … Continue reading Filtering Records on BPF unlike on Form – D365 →

Introduction: This is an observation I made when one of our clients wanted to have a limit on the calculated fields. Let’s say, a lower limit of the currency field that is expected to throw an error (or somehow not allow) the currency going in negative values for a calculated field. Observation: Now, I want … Continue reading Calculated Currency Field doesn’t support Min or Max values →

Introduction: Field Service in PSA uses Incident Types. Incident Types can be defined to showcase what are the most common scenarios for field works on a particular Work Order. Having generic tasks, skillsets defined for an Incident Type saves the effort to re-enter the iterative information on a WO. Setting Up Incident Types: Field Service … Continue reading Use Incident Type to copy data on a Work Order →

Overview: Often you miss doing your time entries in PSA for the work done and go on a leave! You either then need to just struggle to find a system and do it yourself or raise some other kind of request to make sure billing is done right. But, you can delegate time entries to … Continue reading Delegating Time Entries in D365 PSA →

Overview: Often, we wonder what could be wrong where we see a generic error on Documents in Dynamics 365. Something like this – That’s when you wonder if all the privileges in D365 Security Roles for SharePoint Site or Document entity are correct or not? In fact, it’s the SharePoint privileges that you must look … Continue reading User Privileges on SharePoint – D365 Document Integration →

Overview: Here’s a quick helpful control to enter barcodes in D365 fields. Here is how it goes – Adding Barcode Control: Here’s how you can add the Barcode Control. Select Add Control in the Field Property section. Select Barcode Scanner and click on Add. Select the appropriate configuration of devices for the control and click … Continue reading Barcode Control in Dynamics 365 →

Overview: Auto Scheduling in PSA’s WBS books the hours when you enter the dates and dates when you enter the hours. They are interlocked. I want to schedule a task which is less in no. of hours but will span across more than expected duration of period. Such requirement is when signing a support contract … Continue reading Keeping tasks flexible in duration in Dynamics PSA →

Overview Xrm.Panel is a new additional to the client-side scripting in Dynamics 365. This feature is still in preview in the D365 December 2016 update. Panel is a simple static place on your D365 web client which loads a Web Page inside it. Perhaps, the best use of the same could be a Web Chat … Continue reading Xrm.Panel in D365 →

Introduction: In the current 8.2 version of D365 PSA, we can only Hard Book a Resource from the Project Team Member View whereas in the v9.0, we can Soft Book from the Project Team Member View from with a few extra clicks. v8.2 – Current There is a button called Hard Book which lets you … Continue reading Soft Booking Resource from Project Team Members View in PSA →