Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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In Project Service Automation, a Portal could be used that would allow Sub Contractors (who don't have a license to D365 and are Resources linked to Contact records) to go and submit Time Entries. I won't go into all of the finer details in terms of provisioning the details/set up of web pages, but you can find more info here - https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/administer-manage-portal-dynamics-365 My main aim was to be able to replicate the Submit & Recall functionality available in PSA on Time Entries, as well as making the interface as user-friendly as possible (with the least effort possible, so that it wouldn't repel users). First off, I edited my Home Web Page to brand it with the eBECS logo and added a Web Link Set so that users would be able to click through to Web Pages from the landing page.
I also created a Create Time Entry Web Page that was linked to my Entity Form for Time Entries, changing some of the Entity Form Metadata along the way so that Projects and Roles were drop down options rather than Lookups.
Adding Submit & Recall Time Entry Buttons Then I created a new Web Page for My Time Entries and an Entity List for My Time Entries, and associated the two records. I also created four new views specific to my portal for:
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