CH365: Integrating D365 PSA and Finance & Operations with the CDS Data Integrator
Mar01

CH365: Integrating D365 PSA and Finance & Operations with the CDS Data Integrator

So the easiest to set up is Customers, as Microsoft have done the majority of work for you already. In order to make sure you only pass Accounts over to the appropriate data entity in FinOps, you’ll need fields to capture the type of Account. You could use the out of the box (OOB) Relationship Type field in CE, but I’ve created two new fields in case an Account can be both a Customer and a… Continue Reading Charlie...

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Integrating D365 PSA and Finance & Operations with the CDS Data Integrator
Feb23

Integrating D365 PSA and Finance & Operations with the CDS Data Integrator

Over the past few months, I’ve been delving deep into the realms of integrating the different modules within Microsoft Dynamics 365. One thing I’ve noticed when coming up against obstacles is the sheer lack of content online for this aspect of the Common Data Service (CDS). As a result, I thought it would be a great chance to blog about the common issues I’ve come across and the necessary… Continue Reading...

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Recreating the My Bookings and Tasks view using Calendar Controls in the Unified Interface
Dec14

Recreating the My Bookings and Tasks view using Calendar Controls in the Unified Interface

One useful piece of functionality in Dynamics 365 for Project Service Automation (PSA) is the My Bookings and Tasks view. This view gives resources a quick and easy way to view information that is only related to them, rather than having to go through the clicks of navigating to the schedule board and searching for themselves.  Currently in version 3.2 of PSA, this view hasn’t… Continue Reading Charlie Halford’s...

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Adding Icons for the Unified Interface
Nov05

Adding Icons for the Unified Interface

With the introduction of the Unified Interface in Dynamics 365, the way in which we customise areas of Customer Engagement are subject to change and one of these is updating icons for entities. It’s always good admin to add an icon for any custom entity to enhance the user’s experience. The Unified Interface uses Scalable Vector Graphics (SVG) so there is no longer the need to create web… Continue Reading Charlie...

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Creating a Portal for Sub Contractor Time Entries in PSA
Sep11

Creating a Portal for Sub Contractor Time Entries in PSA

Last week I was lucky enough to attend a training course on Microsoft D365 Portals (from Iain, who makes up half of this blog https://www.msdynamicduo.com). Prior to this, my exposure to Portals had been pretty limited and the session really got me thinking about all of the different possibilities and scenarios that they could be used in. Another thing that surprised me is how a lot of the… Continue Reading Charlie...

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CH365: PSA – Reporting on Project Task Assignments
Aug28

CH365: PSA – Reporting on Project Task Assignments

The other day I went to create a simple dashboard in Dynamics 365 for Project Service Automation (PSA) that could be used by resources to show them the Project Tasks they were assigned to. Typically, it wasn’t as easy as I’d envisaged. Out of the Box (OOB) you have the Bookings and Tasks view for each user which gives a nice overview but the view is only available in weekly format and… Continue Reading Charlie...

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CH365: Embedded Intelligence (1/3) – Relationship Assistant
Aug15

CH365: Embedded Intelligence (1/3) – Relationship Assistant

Whenever I speak to people who work in the Dynamics 365 community or those that are users of the system, levels of knowledge seem to wildly vary when it comes to the Embedded Intelligence add on that Microsoft provide (previously known as Relationship Insights). This add on consists of three features: the Relationship Assistant, Email Engagement and Auto Capture.  These three features allow… Continue Reading Charlie...

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CH365: Creating Custom Project Metrics in Dynamics 365 PSA
Jul22

CH365: Creating Custom Project Metrics in Dynamics 365 PSA

So here goes, my first blog post. As I mentioned in the ‘blurb’ to my blog, I’ve been using Microsoft Dynamics 365 PSA for nearly 2 years. One thing I’ve come across often with clients is the lack of standard things you would expect with PSA software, such as write-offs, project metrics and other things. Throughout the system there are Out of the Box (OOB) metrics, such as the Project… Continue Reading...

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