Project Management news & resources

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What if a resource requirement still appear after a task is deleted from Schedule in Dynamics 365 Project Service Automation V3?

by Kuldeep Gupta

Resource requirements don't get deleted when a task in the Dynamics 365 Project Service Automation schedule is removed prompting workarounds

Customer Engagement Dynamics 365 Planning & Scheduling Project Management Project Service Automation
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Non-Billable classification for a task work around in Microsoft Dynamics 365 Project Service Automation V3

by Kuldeep Gupta

When a team upgraded to Dynamics 365 Project Service Automation V3 they found the role field had disappeared, posing new challenges for assigning resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
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Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Power Automate Power Platform Project Management

Microsoft Dynamics AX to D365 Upgrade Journeys, Part 5: The value of project management

by Peter Joeckel

Can well-worn wisdom help steer a high pressure AX to D365FO upgrade project toward a safe landing? 

Dynamics 365 Dynamics AX Finance and Operations Project Management Upgrades

Microsoft plans to shift Project Service Automation app away from Dynamics 365 portfolio

by Jason Gumpert

New guidance to partners shows that PSA will be offered in new combination with MS Project, Project Online, not in D365.

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management

Using Microsoft Flow to allocate Outlook meetings on the schedule board in Dynamics 365 Project Service Automation

by Kuldeep Gupta

Using Microsoft Flow and Dynamics 365 Project Service Automation together can help avoid the risks of overbooking

Customer Engagement Data Integration Dynamics 365 Dynamics CRM Flow Planning & Scheduling Power Automate Power Platform Project Management Project Service Automation Service Management
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Microsoft Dynamics Profile: Ringing in the new year with MVP award for an XRM veteran

by Linda Rosencrance

James Novak's focus on xRM solution architecture and development in the government sector has provided broad exposure to Dynamics 365/CRM technology.

Aerospace & Defense BI and Reporting Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Government MVP Power Automate Project Management XrmToolBox xRM
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Microsoft Dynamics 365 PSA tip: Deactivating a project rather than marking it complete

by Kuldeep Gupta

For Microsoft Dynamics 365 PSA projects with less activity, it can be helpful to deactivate without wiping out work

Customer Engagement Dynamics 365 Dynamics CRM Planning & Scheduling Project Management
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Top Microsoft Dynamics 365 for Finance and Operations expert articles of 2018

by MSDW Reporter

Top articles from our contributors questioned conventional wisdom, revealed new solutions to challenges, and encouraged wise project planning.

Artificial Intelligence (AI) BI and Reporting Dynamics 365 Dynamics AX Finance and Operations Flow Forecasting Inventory Management Manufacturing Power Apps Power Automate Power Platform
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Gantt chart colors in Microsoft Dynamics 365 for Finance and Operations: No longer a mystery

by Evert Bos

The Gantt chart for production in D365FO has a refined set of options for color display that requires some special attention.

Dynamics 365 Dynamics AX Finance and Operations Forecasting Manufacturing Order Management Product Lifecycle Mgmt Project Management

LATEST VENDOR RESOURCES

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

Dear COO: End the Fire Drills and Secure Your Projects in D365 F&SCM

SignUp Software

People-Centric Change Management: Keys to Project Success

Innovia

Project Success is up to YOU. Taking Your Project to the Next Level

Innovia
More Project Management Videos

Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

Implementing Connected Software in Construction

MetaOption
Deliver projects faster, on budget, and with fewer headaches
AP Automation Accounting Business Central Construction Contract Management Document Management Dynamics 365 Financial Management Governance, Risk, and Compliance (GRC) Job cost Material Rqmts Planning Project Management

7 Audit Scoping and Project Management Best Practices

Fastpath, now part of Delinea
A practical approach to audit programs and compliance
Auditing Business Central Business Rules Mgmt Configuration & Development Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics Project Success with Proprietary Deployment Models

MSDW Features
Do proprietary project methodologies add value when it comes to Dynamics ERP and CRM deployments?
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Project Management
More Project Management White Papers

Data Insight Transforms Business Culture at ETO Manufacturer, Hagler Systems

Sikich
Hagler Systems worked with Sikich to create a project statement dashboard built with Microsoft Power BI. The effort succeeded beyond the initial goals.
BI and Reporting Dynamics 365 Finance and Operations Financial Management Industrial Equipment Manufacturing Power BI Power Platform Project Management
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PlanAutomate Project Analyst AI Overview

Download the 2-page brochure to learn more about PlanAutomate's AI Analyst included in their software. Don’t settle for “book...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Government Government Contractors

PlanAutomate Overview

Download this 2-page brochure that provides a high-level overview of PlanAutomate, our solutions, and services for project...
Aerospace & Defense Architecture Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Financial Management Government

PlanAutomate Quick Guide

This Quick Guide will help you understand PlanAutomate and Project Automation for Dynamics 365 Finance at a high-level and...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences

MetaConstructX - Construction Accounting Software

Built on Microsoft Dynamics 365 Business Central, get the construction account & project management tool that builds profits...
Architecture Billing Construction Contract Management Dynamics 365 Engineering Job cost Project Management SaaS Time & Attendance

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)
More Project Management Solutions