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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.
Learn more about Automatic Update Policy
2021 Release Wave 1Discover the latest updates and new features to Dynamics 365 planned April 2021 through September 2021.
Release overview guides and videos Release Plan | Preview 2021 Release Wave 1 Timeline
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Tested on:Dynamics 365 version 9.0
While Projects are mainly a container for work in Dynamics 365 Project Service Automation, related Actuals can be viewed to analyze a Project's financial progress. Especially companies leveraging PSA's invoicing functionalities may need to create and run Project specific RS reports that are based on a Project's Actuals. For the end user the actual Project can be a logical place to access the reports needed. The only downside is that in both version 8.2 and 9.0 of Dynamics 365 Project Service Automation the Run Report button is not on the Project form's ribbon. Luckily getting it there is fairly straightforward thanks to MVP Scott Durow's Ribbon Workbench.
Step 2, solution.
Step 3, copy from Account.
Step 4, paste to Project.
Step 5, test.
I hope this tip enables you to take more out of RS reports and reporting in Dynamics 365 Project Service Automation. Remember to always test customizations in a development instance first.
Disclaimer: All my blog posts reflect my personal opinions and findings unless otherwise stated.
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