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PSA: Bookings and Tasks View for All Users - or Filtered Users

I would like to suggest an idea enhancement for the PSA Solution in Dynamics CRM.  Specific to the "Bookings and Tasks" view, it only shows the bookings and tasks for the interactive user.  I would like to request a view that is filter capable that would allow us to show bookings and...

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Category: General (4)

STATUS DETAILS
New
7

PSA: Enhanced Resource Filters

This idea is regarding the Project Services Automation (PSA) solution.  I would like to suggest that for PSA the default parameters give us the ability to save and share default groups of people based on filter criteria.  This is a very important feature we need in future.&...

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Category: General (4)

STATUS DETAILS
New
2

Disabled Users appearing in Service Activities.

Disabled users in Resource Groups come up in the scheduling assistant side panel on the Service Activity.

However, in the Resource selection page in the Resource Group Entity there are no views that show Disabled users. You also do not appear to be able to create new Resource View...

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Category: General (4)

STATUS DETAILS
Under Review
0

Clarify supported versions / features

I am leaving this here because it was suggested by a Microsoft Support rep to do so: When maintaining an existing instance of Dynamics 365 with PSA installed, it is sometimes really frustrating when still running version 2.x. Obviously, new features are only released for version 3.x, which makes...

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Category: General (4)

STATUS DETAILS
New