Dynamics 365 Project Operations – Integrating Project Planning with the Sales Process

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...

Multi-lingual Deployment of HR for Dynamics 365

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...

Resource Managers Workflow – Send a Weekly Bookable Resource Planning Email

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...

How to Pass Logged-In User’s GUID to HTML web resource for Navigation Link

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...

Dynamics 365 Project Operations – Reassign Ownership of Records for Disabled Dynamics 365 Users

Reassigning records when key users leave the organization is an important aspect that should be considered during employee off-boarding. Since such users tend to have some tenure in the organization, they usually own Dynamics Plugins or Workflows making it imperative...

Automate Contact Creation with Power Automate: Identify Existing Records and Avoid Duplicates

Managing leads or contacts from external sources and making sure they are recorded in CRM without duplicates can be tricky sometimes. Depending on your data source you will need to filter for certain information and compare that to what is already entered in your...

Dynamics 365 Project Operations (Full-Deployment) – Accounting and Finance Configurations

If you are considering Dynamics 365 Project Operations as an end-to-end Project Management and Accounting solution, this is an introduction of the fundamental concepts, settings, and configurations that you will need to be familiar with and make on the Dynamics 365...

Dynamics 365 Project Operations error: “Your project can’t be opened.”

There is no better feeling than setting up a trial account, provisioning a fresh Power Platform environment, installing an app, and clicking through standard Out-of-the-box features that should just work, but for some reason they just do not. This was definitely one...

MS Teams guests prompted for password change due to account risk

I recently came across an interesting problem with MS Teams of which I could not find any specific documentation. I am aware that this issue may not have been limited to its effect on Teams and may have possibly caused problems elsewhere; however, this was just the...

Build Real-Time Dynamics 365 Reports in PowerBI: Leveraging the Tabular Data Stream (TDS) endpoint for Dataverse – Part 1

As you may have already heard Common Data Service (CDS) has been renamed to Microsoft Dataverse. Some terminology has also been updated. For example, entity is now table and field is now column. This article will attempt to reflect the most current terminology as of...
Multi-lingual Deployment of HR for Dynamics 365

Multi-lingual Deployment of HR for Dynamics 365

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...