D365 PSA v3 – Resource Assignment and Booking

Now, since PSA v3 is a major shift from it’s previous version, ways to do certain things have changed. Let’s quickly look at one of the many ways to book a resource by Assigning them and then Booking them in PSA v3.

Project

I have a sample Project called Grand Chocolatiers Inc. whose Schedule looks like this (the WBS is now Schedule in PSA v3) –
project

I will now Assign and Book a Resource to show you how this is done in PSA v3.

Assigning Resources

1. Now, you don’t have any resources Assigned to the Project you just created, so let’s go to the Schedule in the Project and add a new Resource, say, Alicia Baker
addAlicia

aliciaAdded

I’ve added Alicia Baker without booking her.

2. Coming to the Team and refreshing the grid, I’ll see Alicia being Assigned the 12 Hours.

aliciaAssigned

 

Booking Resource

  1. Now, I’ll come to the Resource Reconciliation section and see how I can book Alicia on the task. I’ll select the Previous Difference in order for me to see the distribution I want to book Alicia on.
    aliciaInRecon
  2. After I double click on the Hours denoted (1), I’ll see and expanded view (2)
    expandExtension
    expandedExtension
  3. Now, if I only select the below highlighted days, I’ll be booking Alicia for those hours on the 3 selected days only
    select3Days
  4. Then, I’ll click on Extend Booking
    extendBooking
  5. Once I confirm the 3 days that I see, the resource will be booked for that time
    confirmExtension
  6. And I’ll see the updated Reconciliation View after I book the resource
    extensionCleared
  7. Now, if you check the Team or the Schedule Board, you’ll be able to see that Alicia is now Booked for the selected duration
    aliciaIsBookd

Hope that was helpful!

To read more about Reconciliation View in D365 PSA v3, refer Kuldeep Gupta‘s blog post on Reconciliation View & Scheduling a Resource in PSA v3

Cheers!

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‘My Apps’ missing from D365 SiteMap

At times, if you don’t see My Apps under Settings in your D365 SiteMap, fear not. Put this link in your URL with your Org details and you can simply land on the My Apps page.

myAppMissing_D365

https://<Your ORG URL here>/tools/AppModuleContainer/applandingtilepage.aspx

And you’ll be landed on the My Apps page that you would otherwise be able to access from the SiteMap itself (without the main Navigation Pane, though) –

myAppPage_D365

Hope this quick tip is helpful! 🙂

Contract Invoice Schedule Status and Invoice actions in D365 PSA

Stages of Invoice Schedules are changed behind the scenes as you perform actions on the Invoice of the Contract. Let’s see what we have got here –

Let’s say I have a Fixed Price Contract Line for which I’ve generated the Invoice Schedule for spanning across a few weeks.

So, when an Invoice Schedule is Ready for Invoicing, it will be considered in the Invoice you’ll end up creating.

readyForInvoicing

Now, if you create the Invoice for that Contract (shown below)

createInvoice

The Invoice Status now changes to ‘Customer invoice created

customerInvoiceCreated

And, when you mark the Invoice as Confirm, as shown below,

confirmInvoice

The Invoice schedule record’s Invoice Status will be changed to ‘Customer invoice posted

customerInvoicePosted

Finally, even if you mark the Invoice as ‘Mark Invoice as Paid’, shown below, the Invoice Status still remain in ‘Customer invoice posted’ status –

markInvoiceAsPaid

As simple as that! 🙂

My takeaways from CRMUG Summit 2018 in Phoenix last week

IMG_3857.JPG

https://www.crmugsummit.com/

I participated in the CRMUG Summit at the Phoenix Convention Center in Phoenix, Arizona last week (16th to 18th Oct) and it was an extremely beneficial experience. Something that was needed to keep up with the knowledge of what to expect in the D365 ecosystem in coming months.

I’ll share a few thoughts on the experience here –

All sessions I attended gave great insights on the October 2018 release of D365 and how things will change for our customers in the near future.

Lots of emphasis on the ‘Digital Feedback Loop’ where the focus is to drive data back to the system using digital signals across business and take corrective actions.

IMG_3811

The sessions –

Great sessions on Flow, PowerApps and PowerPlatform being the go-to methodology to implement business applications going forward. And how architecture is being unified by the Common Data Model, a session held by Mike Hammons from AKA.

Leveraging Portals and Unified Client is the way forward.

Sessions on technical deep-dives for Integrations to be carried out by Varun Bhat on Smart Strategies to upgrade Custom Scripts to v9 was insightful for developers who are in the migration season.

Even us, CloudFronts, presented a session on our product called SOS developed for company ‘Technical Sales Development’ which makes Sales cycle more visual and intuitive.

Also, a vivid expo setup where palpable energy was evident. Got to meet other partners and firms who got in their products to the stage.

I can’t wait to check out and explore and write more about these in days to come. 🙂