In this post, you’ll learn how to configure Manager Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Managers the intended data. Scenario Let’s consider the below scenario on who reports to … Continue reading Manager Hierarchy Settings in Dynamics 365 CE
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Even wondered what is Time and Materials Billing Backlog table in Project Operations which you see in the Sitemap but you might not be sure what records are in it – Time and Materials Billing Backlog Here’s the purpose of Time and Materials Billing Backlog entity – Hope this was useful! Here are some Power … Continue reading Time and Materials Billing Backlog table in Project Operations
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Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – ] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. Enable Copilot For … Continue reading Create Project Plan using Copilot in Project Operations
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Since collaboration tools like Teams, SharePoints are a norm, so is OneNote. Here’s how you can enable OneNote Integration in your Dynamics 365 CRM Instance – Settings Given that you are a Dynamics 365 Administrator, you can navigate to Power Platform Admin Center of your environment – Hope this post helps! Here are some Power … Continue reading Enable OneNote Integration for Dynamics 365 Sales environment
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I felt that I should document steps to setup a Project Operations Lite Trial environment for everyone who’s trying to spin up a Project Operations Instance and trying to get the basic setup done as of January 2024. Hopefully, this blog series will help you to quickly access and understand the info you need to … Continue reading Setting up Project Operations Lite | Blog Series
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Now that in the previous blog posts of this series, the Organization Units, Cost Price and Sales Prices were setup – Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite, let’s look at what Roles (or Resource Roles) are and how you can add them to the Price Lists Resource Roles … Continue reading Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations
Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.
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