Tip #787: Creating records in Project Service

Dictionary key

When creating records for one of the Dynamics 365 solutions, you may find yourself in the same situation as Guido “Trekkie not Star Wars fan” Preite. The simplest possible code to create msdyn_actual (part of the Project Service) generates “The given key was not present in the dictionary” error. One of the advantages (and curses) […]

Tip #693: Tipster Guide to Dynamics CRM Project Services – Sales Automation

Snake Oil Sales

Depending on your role in your organization, Dynamics CRM Project Services Automation can be used in several different ways. One of these ways is to manage you sales process as you quote and sell out your projects. This video shows you how to accomplish this. Give us your feedback, all of it: good, bad, and […]

Tip #688: Tipster Guide to Dynamics CRM Project Services – Overview Part II

Titanic

Continuing where part I left off, we look more at the management options available with Project Services. We show you how to add and assign Tasks, manage work, submit and approve time sheets and expenses, and perform basic reporting. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]

Tip #683: Tipster Guide to Dynamics CRM Project Services – Overview Part I

Project Service Automation Fail

In this video we take our first look at the new Project Service Automation feature for Dynamics CRM Online 2016. We look at how the project works and discuss some of the key concepts. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]