A typical requirement for project management and time sheet systems is the ability to allow a manager to enter time sheets for team members. PSA, Project Service Automation, supports this through the use of delegation records. A user can create a delegation record allowing another user to enter the hours they have worked on project tasks. Here I have created a delegation … [Read more...] about Project Service Automation Delegation – UI and SDK Gotchas
Dynamics 365
Microsoft Dynamics 365 is a cloud-based business applications platform and combines components of CRM and ERP. There are uses for Dynamics 365 such as bringing your business together as a cohesive unit by connecting people, making smarter decisions with built-in AI. Check out the latest posts from tutorials to the latest Dynamics news from Joe Gill.
Project Service Automation – Work Hours Templates
Work hour templates in PSA, Project Service Automation, are basically pointers to calendars for resources and projects that determine which days of the week are working days, the number of hours worked per day and if the business closures are to be observed. It is important to configure your work hours template before you use them with any projects otherwise your work breakdown … [Read more...] about Project Service Automation – Work Hours Templates
Project Service Automation – Project Templates
Project templates are a useful feature in Project Service Automation if you regularly manage the same types of projects which have similar tasks and resourcing requirements. You can create a project template with a work breakdown structure of tasks and dependencies and use this template for new projects. When you create a project using a template the work breakdown structure … [Read more...] about Project Service Automation – Project Templates
Quick Tip – Turn Activity Feed Posts Off in Dynamics
Sometimes your clients not interested in using the Activity Feed Posts functionality in Dynamics. You can turn it off system wide in two simple steps. Firstly go to Settings -> Activity Feeds Configuration and filter all the Active records and Deactivate them. Now goto Customization -> Default Solution and Publish all Customizations. You could do it for each entity if … [Read more...] about Quick Tip – Turn Activity Feed Posts Off in Dynamics
Message Listener with No Code Json Parsing
In this post I am going to show how you can configure a message listener in Dynamics CRM that will receive Json messages, parse the Json and create a record using the parsed data We are going to do all of this without any custom code. First a bit of background on an unused corner of Dynamics CRM. Every activity record has a field called Additional Parameters which is … [Read more...] about Message Listener with No Code Json Parsing
Simple Dynamics CRM Console Application
This is a quick tip on how to create a simple Dynamics CRM console application in C# that connects to Dynamics CRM 2016 and creates an account record. There is some sample code in the SDK that demonstrates how to do this but this sample is even … [Read more...] about Simple Dynamics CRM Console Application
How to add an Editable Grid to a Dynamics CRM Form
A frequent request from users of Dynamics CRM is how can I edit records in a grid. This is not possible out of the box and users find it frustrating to edit records one by one. You could use the immersive Excel feature but this is limited in controlling which fields you can update as I wrote about previously. Also it is not real time and kicks off an import job so again the … [Read more...] about How to add an Editable Grid to a Dynamics CRM Form
How to handle Nulls in Dynamics CRM Calculated Fields
One of the little wrinkles with calculated fields is that they cannot handle nulls and so if one of the values in the calculation is null then the calculated field value is null. In this example I have four custom fields on the opportunity entity to track the customers estimated sales by quarter. The calculated field that totals the four custom fields. A way to … [Read more...] about How to handle Nulls in Dynamics CRM Calculated Fields
Dynamics CRM – Google Charts Mashup
The combination of HTML Web Resources, Web API and Javascript libraries in Dynamics CRM allows you extensively customize the user interface. Here I am going to show how you can create a mashup of these technologies to show a custom appointments timeline chart on the account form. The out of the box charts are somewhat limited In Dynamics CRM however Google Charts has … [Read more...] about Dynamics CRM – Google Charts Mashup
Open Dynamics CRM Form Using Alternative Key
The introduction of alternative keys in Dynamics CRM 2015 give us the ability to add unique identifier fields to entities in CRM. This is particularity useful when you need to store an unique identifier from an external system against a CRM record. At the same time the Upsert command was added to the SDK to facilitate updating records in Dynamics CRM from external applications … [Read more...] about Open Dynamics CRM Form Using Alternative Key
