by zach | Sep 16, 2021 | Dynamics 365 Project Operations, Microsoft Power Apps, Microsoft Power Platform, Microsoft Power Platform Security
Within CDS and model-driven apps, you have the option to configure entity forms to use role-based security in order to enable or disable access to a form for users based on security roles. When creating custom security roles for use with Project Operations, you will...
by zach | 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 | Feb 19, 2021 | Dynamics 365 for Customer Engagement, Dynamics 365 Marketing, Dynamics 365 Project Operations, Dynamics 365 Project Service Automation, Microsoft Business Applications, Microsoft Power Apps
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...
by zach | Dec 30, 2020 | Dynamics 365 Project Operations, Dynamics 365 Project Service Automation, Microsoft Business Applications
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...
by zach | Dec 23, 2020 | Dynamics 365 Project Operations, Microsoft Business Applications
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...
