Project Management news & resources

Managing expenses in Microsoft Dynamics 365 Project Service Automation for fixed bid and T&M contracts

by Kuldeep Gupta

Discover how to fix a configuration problem in Dynamics 365 Project Service Automation that causes the wrong amount value to show in Actuals

Customer Engagement Dynamics 365 Expense Management Project Management Project Service Automation Time & Attendance
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Create a Change Management Team: Change management best practices for your Dynamics 365 CE project

by Heidi Neuhauser

To embrace the change that comes along with a D365 CRM project or enhancement, make sure that you have established an internal change management team.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Project Management
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Change management best practices for your Dynamics 365 CE project: Understand change as a process

by Heidi Neuhauser

When you are planning for a Dynamics 365 Customer Experience project or enhancement, change is coming to your organization. 

Adoption Customer Engagement Dynamics 365 Dynamics CRM Project Management Training
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User Group Summit North America 2019 Preview: Master planning for Dynamics 365 for Finance & Operations and Dynamics AX

by Linda Rosencrance

Shelby Wright, applications manager at Leatherman Tool Group Inc., discusses the development of the master planning and manufacturing tracks at Summit 2019.

AXUG AXUG Summit 2019 D365UG Summit 2019 Demand Planning Dynamics 365 Dynamics AX Finance and Operations Industrial Equipment Manufacturing Manufacturing Master Data Mgmt Project Management
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Time entry adjustments in a Microsoft Dynamics 365 Project Service Automation V3.7 journal

by Kuldeep Gupta

In version 3.7 of Dynamics 365 PSA, users have new options to correct journal entries

Customer Engagement Dynamics 365 Financial Management Planning & Scheduling Project Management Project Service Automation Resource Dispatch & Scheduling Time & Attendance

MSDW Podcast: News roundup featuring Project Service, solution architects, IoT and blockchain, PCF

by MSDW Reporter
Azure BI and Reporting Blockchain Business Central Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX FastTrack Finance and Operations Internet of Things (IoT) MSDW Podcast
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Microsoft will reformulate Dynamics 365 Project Service Automation with MS Project tools

by Jason Gumpert

D365 PSA to replace project planning tools with MS Project, while remaining a CDS-based application.

Azure Customer Engagement Dataverse (CDS) Dynamics 365 Power Platform Project Management Project Service Automation
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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 Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Marketing Power Automate Power Platform Project Management

LATEST VENDOR RESOURCES

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

Innovia

Why Learning Resources Chose Microsoft Dynamics 365 (Single Solution)

Sikich

GP Demo Day

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10 Dangers to Avoid in Microsoft Dynamics 365 Training: Post go-live training

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Enhancing Business Central with the free Graphical Scheduler App

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How the Right PSA Software Can Help Professional Services Companies Exceed Client Expectations and Drive Profits

sa.global

How a single, integrated PSA solution can optimize the four key performance pillars – Finance, Project Execution, Client Relationships, and Human Resources

Azure Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Power Platform Professional Services Project Management Project Operations

Transform Your Professional Services Business with this Revolutionary Digital Solution

sa.global

An in-depth understanding of how your organization can harness the potential of evergreen + empower to thrive in the digital era

Accounting Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Financial Management Power Platform Professional Services Project Management

7 Audit Scoping and Project Management Best Practices

Fastpath, Inc.

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

Booklet | Build a Financial Backbone for Sustainable Hospitality Expansion

Binary Stream

Best practices and resources to build the financial backbone necessary to enable a successful hospitality expansion

Accounting Auditing Azure BI and Reporting Billing Business Central Business Performance Mgmt Complex Billing Consumer Goods Customer Relationship Mgmt Customer Service Dynamics 365

Mastering ASC 842 and IFRS 16 and their impact on your Dynamics ERP

Binary Stream

Learn how to manage these changes and risks within your Dynamics ERP

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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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Journyx PX: Resource Management Software

Journyx PX is a robust enterprise resource management, allocation, and scheduling software solution that provides work and...
Accounting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Expense Management Finance and Operations Forecasting Labor Management Planning & Scheduling

Work Order Procurement (SL)

Demand for materials is identified on Work Orders and Project Work Orders. WOPR provides the ability to create purchase...
Dynamics SL Procurement Project Management

Project Work Order (SL)

Project Work Order (PWO) provides project-driven companies with vastly improved planning for and control over inventory and...
Dynamics SL Project Management
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