Data Import Update

The out of the box data import In Dynamics 365 does not support updating records unless you do an export to Excel and and then re import it.  This does not work where you are given a CSV file and need to use that to update records in Dynamics. Here is a quick NoCode way to do a Read More…

Dynamics Web Chat with PowerChat

If you are interested in adding Web Chat to your web site that integrates with Dynamics it is worth considering PowerObject’s PowerChat. This probably takes in the region of 30 minutes to get up and running.  Install the PowerChat solution in your Dynamics instance and once installed you have a number of options to configure Read More…

PSA Contractor Time Entry

A shortcoming in the current release of Dynamics PSA, Project Service Automation, is that it only allows you to book time against a project for resources that are users. Resources in PSA can also be created for contacts and this is a typically how you handle sub contractors. You create them as a contact and Read More…

Dynamics and Service Bus Queues

Usually message queuing requires software development however in this blog post I am going to show you how events, such has creating an account, in Dynamics 365 can put messages on a queue without the need for any code. On top of that you can provide a third party with access to read messages from the Read More…

Project Service Automation Delegation – UI and SDK Gotchas

A typical requirement for project management and time sheet systems is the ability to allow a manager to enter time sheets for team members. PSA, Project Service Automation,  supports this through the use of delegation records. A user can create a delegation record allowing another user to enter the hours they have worked on project tasks. Here I have created Read More…