Dynamics 365 Project Service Automation quick tip: How to tie different types of contract lines to the same project

June 12 2020

When managing project-based work in Dynamics 365 Project Service Automation, many a times we have two different types of contract lines that we need to create for a customer. One may be of Time and Material (T&M) Type and another may be of Fixed Bid (FB) type. In past versions of the product, for each type of contract line we needed to create separate projects that needed to be tagged with each contract line, otherwise we would get an error as shown below:

Solution

About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP and serves as Project Delivery Head at CloudFronts Technologies Pvt. Ltd. and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

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