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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Time Entries for Cases
Finance | Project Operations, Human Resources, ...
Suggested Answer

Time Entries for Cases

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Posted on by Mouda 154

Hello

We are working on extending PSA time entries to include an option for cases.

We added a lookup field to cases on the Time Entry entity and added a new record on the Time Source entity (Customer Service).

As of now, we can add time entries to cases and submit them. However, I am stuck on the following and was wondering if anyone ever accomplished this.

1- How can case submitted times be processed through approval? We need all submitted entries to be approved or rejected, similar to PSA entries.

2- Will we be able to see resource utilization that includes all-time entries accounted for (PSA and Cases).

Appreciate any insights you can provide.

  • Suggested answer
    apa Profile Picture
    apa 8,284 Moderator on at

    Mouda non-project time entries require a manager to be defined. The defined manager will then get the non-work+vacation+absence type time entries for approval. My recommendation is to create a project alongside a case for more flexibility in approvals.

    You can find more about utilization here:
    https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/faq-utilization-view

    I recommend a custom Power BI report with your own logic for calculation utilization.

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