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...