Extend Booking: An alternate to resource booking in Microsoft Dynamics 365 Project Service Automation V3

December 20 2018

I first came across the Extend Bookings functionality when I was trying to allocate some hours to the resources on a project in Dynamics 365 Project Service Automation V3. It offers a highly effective way to do allocations in just a few clicks. This is only feasible when the Schedule is filled with specific resources and not just generic resources.

In this article I will describe how to use the Extend Booking Functionality.

As a project manager, I prefer to create the project after the contract is created and confirmed. In PSA I navigate to Projects-->Open the project-->Schedule tab.

Once this is done, we move to the Team tab to see that the resources selected are already added as the Team Member. You can change the role of the resource from there.

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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