Portals were introduced into Dynamics after the purchase of ADX Studio. Portals are hosted by Microsoft and free to use (providing you have less than 1,000,000 views per month). A Dynamics Portal can be used to publish content and to […]
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 […]
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 […]
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 […]
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. […]