Dynamics 365 Project Operations and PSA: Assigning a resource on a project for multiple roles

Tested on Project Operations on Dataverse version 4.25.0.91 (2021 wave 2 EA) A hidden gem that quite a few people…

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D365 Project Operations, Project for the web: Calling Schedule APIs from Power Automate without custom connectors

Tested on Project Operations on Dataverse version 4.12.0.152 (July 2021 update), Project for the web solution version 1.0.12.148 The last…

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Dynamics 365 Project Operations: Using Schedule APIs with Power Automate and custom project templates

Tested on Project Operations on Dataverse version 4.11.0.156 (June 2021 update)This post updated on August 15th, 2021. Schedule APIs were…

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Dynamics 365 Project Operations: Diagnosing an empty staging table and integration journal

Tested on:Project Operations solution version 4.9.0.52 (pre-alpha), F&O 10.0.16. I recently redeployed my F&O T2 and Dataverse environments in hopes…

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Dynamics 365 Project Operations: Changing the “bill to” customer after invoicing

Tested on:Project Operations solution version 4.6.0.123 (pre-alpha), F&O 10.0.15. The Dynamics Community forums had an interesting question about changing the…

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Dynamics 365 Project Operations: Transaction Categories and Expense Categories

Tested on:Project Operations solution version 4.3.0.59 (UR 3), CE+F&O integrated deployment Transaction Categories and Expense Categories have an important role…

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Dynamics 365 Project Operations: Billing methods on project tasks

Tested on:Project Operations solution version 4.3.0.59 (UR 3), CE-only deployment The General Availability of Dynamics 365 Project Operations has introduced…

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