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We have a brand new instance of Dynamics 365 online setup as part of our Office 365 subscription. We have enabled the Project Service Automation module and followed the instructions here to get the bare minimum setup: https://www.microsoft.com/en-us/Dynamics/crm-customer-center/configure-dynamics-365-for-project-service-automation.aspx
With that done, we've done a test run through the product and can successfully create leads, contacts and opportunities.
However, when we go to add a Quote to the opportunity we have an issue where the view selection automatically changes from QUOTE: PROJECT INFORMATION to the default main view QUOTE. We can again select the QUOTE: PROJECT INFORMATION view, the page loads briefly for about 1 second, the reloads with QUOTE view back. This means we cannot enter project quote lines etc into the quote.
I have already tried resetting the instance back to its default state: Dynamics 365 admin portal -> change instance to Sandbox -> Reset -> change instance back to Production.
Any help with this would be greatly appreciated. We have no customization's other than adding PSA. This issue occurs in our Sandbox environment as well which makes me think its happening because I've missed something, but as per my above comment, I have done this several times and the same issue occurs regardless.
Sorry - to update this - I used the wrong term, its the PROJECT INFORMATION forms that aren't loading correctly.
You have to create opportunity on Opportunity-Project information form (You have to switch your opportunity form)
Then you can add product & project based line on your opportunity.
After this when you click on add quotes on opportunity, you will be redirected to Quote-Project Information. Thats the solution for your question.
Now a tip:
This Quote Project Form will not show you the lines by default, so you have to click on form editor and enable all sections you want to see in the quotes, as show below:
Double click on each section or tab, you would like to see:
Check mark visible by default, then save +Publish
Thanks for your reply Prashant. Unfortunately it wasn't successful.
As it turns out, ALL of the 'Project Information' forms appear to be broken. IE: If I try to select Opportunity: PROJECT INFORMATION, the same thing happens. It loads for about 1 second then reverts back to the standard Opportunity: Information form. The 'Visible by Default' is already true on these forms.
If its of any help, I created a copy of the 'Project Information' form by opening the existing default 'Project Information' form and saving it as a different name. I ticked on the 'Visible by Default' and this copied form loads successfully. However, with this "working" form when I try to add Project Quote Lines with the + link it tries to load the 'Quote Line: Information" form instead of the 'Project Information' version. If I select the 'Project Information' form it only loads a single field and the rest is white space so it can't be saved as there are mandatory fields missing.
It also doesn't feel right that I would have to go through and duplicate every Project form just to get it to work - would be quite a significant hindrance for future updates/upgrades.
We are also getting this. It seems as though it remembers the form that was used when creating the record! So if you create a new opportunity using the Project Information form, when opening that opportunity from a grid, it always reverts to the Project information form. The same goes for those created using the Opportunity form.
Any other ideas?
Yes, it does remember the user's last form activity. It's a feature which navigates to where you left behind last time and it is stored in the User setting entity.
If a user has access to multiple forms, we can set order of the forms.
Here is an article you can refer to:
Yes, I am aware of that functionality. However, if I create an opportunity (A) using the "Opportunity" form, then open opportunity B using "Project Information", if I then open A again, it reverts back to the "Opportunity" form, when it should use "Project Information" as that was the users last form activity. This is not the norm.
This basically means that we cannot seem to open existing opportunities that were around prior to applying psa, using the "Project information" forms. I'm going to do some more digging around this though. We are lucky in that it doesn't affect us too much, but it might affect some of our customers.
I have an open support request now with Microsoft Dynamics support team. They have advised this is a known issue with several customers experiencing the same issue - as such they are trying to escalate the priority of the fix.
The work around supplied is to make a copy of every 'Project Information' form and standard 'information' form, then disable the OOB forms, adjust the form priorities, and use it that way. That has worked, but other issues have arisen with the copied forms instead now.
For us, this means we can not use the opportunity/quote functions properly. The actual project management aspect of PSA is working fine for us.
We have experienced the same issues and followed the instructions to "save as" the oob forms. But like others Quote Line details for Project Based Lines do not work. Attempting to add a line only adds Products and not Project. Even after putting everything back to original OOB forms and form order, the Order Line items Plus button still only present Products and not the Project.
Has anyone gotten any further? I fear that following the Save forms process broken the system more.
Microsoft PSA support confirmed this to be a known issue. They have a work around but you will need to engage with MS support to have it actioned as it requires a custom SQL script that only they can load and they will give you the details to update the jscripts in your tenancy.
The workaround has been successful for us.
Microsoft support confirmed to me that this functionality is by design!!!
There is a hidden field on the forms/entity added by psa called type that has two options - work based and item based. When creating a record on opportunity form it automatically sets it to item based, project information gets set to work based. We have added this field to both forms, as well as the contracting unit field to the opportunity form, so we can change when needed. Seems to be working at the moment...
The field is called "Order Type".
Hat Tip Neil P.
Opportunities that have an order type of “Work Based” will be Project based opportunities.
Thanks Thomas, something else to add is that there is a business rule associated with "Work Based" Order Type that requires a "Contracting Unit" be selected. You need to either adjust this rule or add the field to the form so that you can select a value.
This is an old thread and i don't know if it's the same problem or not, but i experienced the same issue today.
I opened an Opportunity on Project > Sales menu but after i saved it, opening it and selecting Project Information Form, would always revert to the default Opportunity Form.
After lots of head banging i realized that when we create a new Opportunity we have to select project information form before saving it the first time.
That way, the next time you open the Opportunity it won't revert back to the default form.
Hope it helps someone.
Thanks for posting this comment; we had endless head scratching with this at first as well. Even after we got familiar with the business rule new people kept getting caught by it so we added the "Type" field to our custom opportunity form. That way users can easily switch between the two types, we've yet to see any downside from that.
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