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Finance | Project Oper...
Integrating D365 PSA and Finance & Operations with the CDS Data Integrator - C...
Charles Halford
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Finance | Project Oper...
Integrating D365 PSA and Finance & Operations with the CDS Data Integrator
Charles Halford
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Finance | Project Oper...
Creating a Portal for Sub Contractor Time Entries in PSA
Charles Halford
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Finance | Project Oper...
Custom Project Metrics in Dynamics 365 PSA
Charles Halford
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Integrating D365 PSA and Finance & Operations with the CDS Data Integrator - C...

Previously, I posted on getting all of the prerequisites set up in order to integrate Dynamics 365 for Project Service Automation with Finance and Operations. Now that I have my Environment, Connections and Connection Set in place, I'm go...

Charles Halford
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Integrating D365 PSA and Finance & Operations with the CDS Data Integrator

This post details getting started with integrating Project Service Automation with Finance and Operations using the Common Data Service.    Prerequisites  In order to use the CDS Data Integrator (DI), I needed Administrator acc...

Charles Halford
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Creating a Portal for Sub Contractor Time Entries in PSA

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...

Charles Halford
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Custom Project Metrics in Dynamics 365 PSA

Throughout Project Service Automation (PSA) there are Out of the Box (OOB) metrics, such as the Project Contract Performance tab on your Project Contract. However, this uses the baseline Contracted Amount and as anyone who works in Profe...

Charles Halford
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Adding Icons for the Unified Interface

With the introduction of the Unified Interface in Dynamics 365, the way in which we customise areas of Customer Engagement are subject to change and one of these is updating icons for entities. It's always good admin to add an icon f...

Charles Halford