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…
Category: Dynamics 365
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 – Validate Hours for Time Entry
This blog post covers how you can validate time entry in PSA, Project Service Automation, using a custom real time workflow to limit the amount of time a user can enter for any day. The functionality of PSA is is pretty comprehensive however many users find it frustrating you cannot limit the total duration a Read More…
Dynamics 365 User Group Ireland – Launch 1st June 2017
The Dynamics 365 User Group Ireland is launching on the 1st of June with an afternoon of interesting talks which is being hosted by Microsoft at their offices in Sandyford. The intention of the user group is to hold regular talks on Dynamics 365 and related topics including best practise for implementing Dynamics, business apps Read More…
Dynamics 365 Portal Quick Start
Portals were introduced into Dynamics after the purchase of ADX Studio. Portals are hosted by Microsoft and free to use (providing you have less than 1,000,000 views per month). A Dynamics Portal can be used to publish content and to allow portal users to view and update Dynamics data. The administration and management of 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…
Project Service Automation – Work Hours Templates
Work hour templates in PSA, Project Service Automation, are basically pointers to calendars for resources and projects that determine which days of the week are working days, the number of hours worked per day and if the business closures are to be observed. It is important to configure your work hours template before you use Read More…
Project Service Automation – Project Templates
Project templates are a useful feature in Project Service Automation if you regularly manage the same types of projects which have similar tasks and resourcing requirements. You can create a project template with a work breakdown structure of tasks and dependencies and use this template for new projects. When you create a project using a template the Read More…
Message Listener with No Code Json Parsing
In this post I am going to show how you can configure a message listener in Dynamics CRM that will receive Json messages, parse the Json and create a record using the parsed data We are going to do all of this without any custom code. First a bit of background on an unused corner of Read More…
How to handle Nulls in Dynamics CRM Calculated Fields
One of the little wrinkles with calculated fields is that they cannot handle nulls and so if one of the values in the calculation is null then the calculated field value is null. In this example I have four custom fields on the opportunity entity to track the customers estimated sales by quarter. The calculated field Read More…