Bill on time, get paid on time: The importance of the AR Report for a professional services organization by Anil Shah Why bringing the right data together with the right managers strengthens both our finances and our success with customer Dynamics 365Customer EngagementProject Service Automation
Why your professional services team needs a cash position report by Anil Shah Cash on hand is a key metric and hence should be reviewed regularly by your management team, especially in uncertain economic times. Dynamics 365Customer EngagementProject Service AutomationProject Operations Professional Services
Teams collaboration with Dynamics 365 Project Operations: Getting Started by Kuldeep Gupta Exploring two ways you can move your project team's collaboration and communications to a Teams environment Dynamics 365Customer EngagementProject Service Automation
How to do split billing in Microsoft Dynamics 365 Project Operations by Kuldeep Gupta How to address this complex but common scenario. Dynamics 365Customer EngagementProject Service AutomationProject Operations Professional Services
With Dynamics 365 Project Operations in GA, Microsoft prepares transition plan for legacy users by Jason Gumpert With Project Service Automation and elements of Finance now legacy solutions, users must prepare to transition solutions and licensing Dynamics 365Customer EngagementProject Service AutomationProject OperationsFinance and OperationsDynamics AX ManufacturingProfessional Services
How to post Fixed Bid and Time & Material-based invoices in Dynamics 365 Finance and Operations from Project Operations by Kuldeep Gupta What to set up in both systems, and who to assign to get your invoice data flowing accurately Dynamics 365Customer EngagementProject Service AutomationProject OperationsFinance and Operations Professional Services
The five stages of scheduling adoption with Microsoft Dynamics 365 by Stefano Tempesta Define increasingly smart optimization scopes to handle your unique scheduling requirements and obtain the ideal utilization of resources. Dynamics 365Customer EngagementCustomer ServiceField ServiceProject Service AutomationProject Operations
How do Contracts, Milestones and Projects flow between Dynamics 365 Project Operations and F&O? by Kuldeep Gupta Learn how to shift data between new apps and Dynamics 365 Finance and Operations Dynamics 365Customer EngagementProject Service AutomationProject OperationsFinance and Operations
Microsoft reveals 2020 release wave 2 plans for Power Platform, Dynamics 365 by Jason Gumpert A range of improvement, including launch of new apps in the October 2020 to March 2021 timeframe. Dynamics 365Customer EngagementCustomer ServiceField ServiceMarketingProject Service AutomationProject OperationsSalesFinance and OperationsCommerceHuman Resources (Talent)Power platformPower Apps PortalsPower BIPower AutomateDataverse (CDS)Power Apps
Microsoft launches preview of Dynamics 365 Project Operations: How we got here by Jason Gumpert Microsoft wants customers to provide feedback in five key areas as they work with the app in preview. Dynamics 365Customer EngagementProject Service AutomationProject OperationsFinance and OperationsDynamics AXDynamics CRMPower platformPower BIDataverse (CDS)
