by zach woods | Apr 18, 2021 | Uncategorized
This article will not go into detail about the end-to-end sales process within project operations but will focus mostly on the relationship between quotes and project planning. More specifically, I will explain how an offer is created and linked to a project and then...
by zach woods | Apr 17, 2021 | Mental Models
“As to methods, there may be a million and then some, but principles are few. The man who grasps principles can successfully select his own methods. The man who tries methods, ignoring principles, is sure to have trouble.” -Harrington Emerson First...
by zach woods | Apr 15, 2021 | HR Management for Dynamics 365, Microsoft Business Applications, Microsoft Power Apps
HR Management for Microsoft Dynamics 365 is one of the most comprehensive Human Resource Management solutions available on the market. It is simple, intuitive, and offers rich functionality across all functions of HR. In a recent implementation, I encountered an issue...
by zach woods | Mar 15, 2021 | Dynamics 365 Project Operations, Dynamics 365 Project Service Automation, Microsoft Business Applications, Microsoft Power Automate
As a resource manager or project manager it can be a difficult task to keep up with operational resource planning. While Dynamics 365 Project Operations makes some of the tasks involved a bit easier to handle, it doesn’t automate everything. Communicating which...
by zach woods | Mar 1, 2021 | Dynamics 365 for Customer Engagement, Microsoft Business Applications, Microsoft Power Platform
At some point you may encounter the need to find out the logged-in users ID and pass dynamically pass it into a URL when clicked. This can be achieved by creating a Web Resource with the following code pasted into it: <html> <head> <meta...
