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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
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 2 virtual launch event
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
Is there a way of soft booking resources at the opportunity stage. The reason for this is if the probability is high of the contract being awarded, you wouldn't want to loose the resources currently booked.
Also , when quoting, can you book a specific resource instead of a role?
In standard PSA you need to have a project (meaning a tentative project not a done deal project) to book generic or named resources.
Yes, I think you can add a named Bookable Resource on a Quote Line Detail. Standard process is to create assignments or bookings on the project and import estimates from project to quote as quote line details.
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