Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, Power Apps, Power Automate, and Excel are powering major transformations around the globe. | View Gallery
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
When we click hard book on a team member, it brings up an availability view. It appears the business unit filter is not working.
We were told it was a bug in 8.2 and that Microsoft was going to fix it. We recently upgraded to 220.127.116.110 Version 1710 and it seems this is still not working. Has anyone faced this ?
I also want to ensure we have configured right. I would like to understand how a Bookable resource is associated to its business unit. I thought it was thru User as each bookable resource defined as a user is linked to user record. But I wonder how a contact is associated to business unit. Is there some field in Bookable resource that carries the business unit ?
Good questions. I was able to filter a user by a secondary BU (see below) but as to contacts and what BU they relate to... that's a really good question. I tried creating a new contact and made John Doe from my secondary BU an owner of the Bookable Resource record. Then filtered by secondary BU on the Schedule Board. Nothing! Then changed the contact record owner to John Doe and filtered again. Nothing!
So I now have a contact BR owner and contact record owner as John Doe from a 2nd BU, but the Schedule Board still won't make that contact visible in this BU.
This is the first time I've actually tried this - I'll do some additional testing. For now it seems that my contact becomes visible on the Schedule Board only when I don't have any filters set in the BU filter box. If I clear the box, I can see my contact. If I select all BUs in the box, I can't see my contact.
I would recommend looking at using organisational units and sales territories to filter resources not business units.
July 2018 Advanced quoting, pricing, and billing in Dynamics 365 for Project Service 5
How is the organizational unit entity different from the business unit entity?
The business unit entity in Dynamics 365 is designed as a security construct. Associating a user to a business unit will directly determine what entities and entity records the user has access to. It will also determine which permissions (Create, Read, Write, Delete, Append, Append To, Assign, and Share) the user has on those entity records.
The organizational unit entity represents a unit or division of the company that has distinct cost rates for employees that belong to it. Associating a resource to an organizational unit will determine its cost to a project engagement.
When implementing Dynamics 365, optimize security authorization for the hierarchy of business units and the assignment of users to business units. Assign all users who typically need to access the same set of records to the same business unit. The organizational unit has no impact on security authorization or access.
Example of organizational unit entity
Contoso, Ltd. has a thriving Microsoft technology practice. Prakash and Tricia are both C# developers, but Tricia is in the United States and Prakash is in India. Most of the project engagements require resources from Contoso India and Contoso US, and Prakash and Tricia require the same level of security access to projects in this practice area. However, there is a significant difference in the costs of developers from Contoso India and developers from Contoso US.
An optimal way to design for this using Dynamics 365 and the Project Service app is to:
1. Create a Microsoft technology practice as a business unit and associate Prakash and Tricia to it. This will ensure that they both get the same level of security access to any projects of that practice area. They will be able to check progress and report time, expenses, and task updates.
2. Create two organizational units to make sure that the cost to project is correctly reflected.
3. Associate Tricia to Contoso U.S. and Prakash to Contoso India.
4. Assign appropriate cost prices lists to both organizational units. This will ensure that
the costs recorded on the project for Prakash and Tricia accurately reflect the difference in costs between Contoso U.S. and Contoso India.
Thank you !
Business Applications communities