Bookable resources working on a project must have a calendar of working and non-working hours to define their availability. Workings hours for a resource can be defined in two ways: Define individual calendar rules for a resource Apply an existing calendar template for the resource In the previous blog, we learned the working and non-working … Continue reading Project Operations #7: Work Hours Calendar Template
Bookable resources working on a project must have a calendar of working and non-working hours to define their availability. Workings hours for a resource can be defined in two ways: Define individual calendar rules for a resource Apply an existing calendar template for the resource In the previous blog, we learned Bookable Resources Skills and Roles https://srinathpega.com/2023/03/22/project-operations-5-bookable-resources-skills-and-roles/ … Continue reading Project Operations #6: Working and Non-Working Hours
Resources Skills are resource characteristics that are shared between Dynamics 365 Project Operations and Dynamics 365 Field Service. Resources Roles are Bookable resource categories that let's group bookable resources by type. For example, you can create categories like technician, supervisor, subcontractor, vehicle, or equipment. In the previous blog, we have seen the creation of bookable … Continue reading Project Operations #5: Bookable Resources Skills and Roles
Resources are the most important asset of a service-based organization. The ability to find the right resources at the right time, book those resources on projects and keep them utilized, helps the organization meet revenue targets and customer satisfaction goals In this blog will learn how to create Bookable Resources based on Dynamics 365 Users. … Continue reading Project Operations #4: Bookable Resources
Microsoft Dynamics 365 Project Operations, an Organizational Unit is a distinct group or division in a professional services company that billable resources that have cost rates. Organizational Unit has specific currency and specific cost price lists. The currency of an organizational unit is the primary currency that is used to track costs, and we can add one … Continue reading Project Operations #3: Organizational Units
Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability. Project Operations is powerful on its own, but can be expanded by our customers who require more capabilities from Dynamics 365. These capabilities include Marketing, Human Resources, Customer … Continue reading Project Operations #2: Setup and Configuration Of Demo Data for Project Operations -Lite
Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability. Project Operations is powerful on its own, but can be expanded by our customers who require more capabilities from Dynamics 365. These capabilities include Marketing, Human Resources, Customer … Continue reading Project Operations #1: Trial Sign Up
Introduction Virtual tables enable integrating data from external data sources by seamlessly representing that data as tables in Microsoft Dataverse, without data replication. Solutions built on Microsoft Power Platform can leverage virtual tables as if they were native Dataverse tables. A virtual table is a custom table in Microsoft Dataverse that has columns containing data … Continue reading Create the Virtual Tables in Dataverse With the Virtual connector Provider – Part-#4
Introduction Virtual tables enable integrating data from external data sources by seamlessly representing that data as tables in Microsoft Dataverse, without data replication. Solutions built on Microsoft Power Platform can leverage virtual tables as if they were native Dataverse tables. A virtual table is a custom table in Microsoft Dataverse that has columns containing data … Continue reading Create the Virtual Tables in Dataverse With the Virtual connector Provider – Part-#3
Introduction Virtual tables enable integrating data from external data sources by seamlessly representing that data as tables in Microsoft Dataverse, without data replication. Solutions built on Microsoft Power Platform can leverage virtual tables as if they were native Dataverse tables. A virtual table is a custom table in Microsoft Dataverse that has columns containing data … Continue reading Create the Virtual Tables in Dataverse With the Virtual connector Provider – Part-#2
Srinath Pega 