22

Enable additional values for Time Registration Type on Time Registration Page

Given that everything else in CRM is customizable it is very hard to argue with customers that when they add additional values to the Time Registration Type (msdyn_type) these new options aren't available when registering time throught the time registration page. Would be great to see that the...

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

https://blogs.msdn.microsoft.com/crm/2017/07/14/dynamics-365-for-field-service-and-project-services-automation-update-3/

https://blogs.msdn.microsoft.com/crm/2017/07/14/dynamics-365-for-field-service-and-project-services-automation-update-3/

Thanks Per for the feedback, we already enabled extensibility for time entry type around July/2017, for details, please refer to this blog post 

%MCEPASTEBIN% 

20

Incorrect hour in time entries created from time entries section

There is an error when we create the time entry from time entries section. The start date field has the start hour included. When we create the time entry from time entries section, the hour is established in 1 PM and PSA creates 2 unavailabilities because the first starts at 1 PM and not at the ...

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
New
19

Ability to Customise Expense Time Entry Dialog

It would be good if we can manage the way the Expense dialog is displayed.  For example the ability to hide a field that is not likely to be used.

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4 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

This has been completed 

 

18

Show Sales Price msdyn_salesprice on Project Approval by default when Entry Type msdyn_entrytype is Time

OOTB the field Show Sales Price msdyn_salesprice is hidden by the Business Rule ShowRecordTemplate when Entry Type msdyn_entrytype is Time. The field should be visible by default so that a Sales Price can be changed on approval.

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
New
18

Indicate Products as Non-chargeable or Complimentary in Project Contracts

It would also be very nice if we could mark a Product as Non-chargeable or Complimentary just like we can with time/expenses. 

Sometimes companies take the hit on licenses and increase the cost of services to make up the difference. They might still want to indicate the original co...

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2 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Matt, Can you setup the price of the product as 0.00 on the price list? Is this an option?

 

17

Show Absences/Time Off Entries on the Schedule Board

Currently when a Resource is unavailable to work due to a time off entry in their work hours calendar, the cell in the schedule board is greyed out (the same as standard unavailability such as weekends).

It would be great to be able to see the difference between Annual Leave/Time o...

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4 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Charles,

Thank you for the suggestion. We will review this and will update when we have a classification for time off entries on calendar. The calendar infrastructure limits the ability to have support more nuanced scenarios. We will investing in upgrading calendar in the next few releases. 

17

Allow us to decide when to invoice for a Product related to a Project Contract

Currently if you add Products to a Project Contract, these are picked up on the first Invoice which is created. There is no way to prevent this and no way to delete them off the Invoice so they will be picked up on a subsequent Invoice.

 

We need the ability to defer invoici...

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2 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

We are planning to have this capability to remove a product line from a project invoice. We are also thinking of some additional options to decide whether to add a product line or not when creating an invoice.

16

Time Off entries import into a Resource's Work Hours

There doesn't seem to be anyway to bulk import time off entries into multiple Resource's work hours calendars. Manual entry could prove hugely time consuming for some organisations who may have thousands of time off entries that they need to move over from existing resourcing systems into D365...

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Charles,

We are thinking of this as part of our Calendar enhancements for a future version. We realize this is a big pain but are limited by the calendar entity infrastructure that needs some platform level improvements so we can give this ability for users.  

15

Changes to Sales Price msdyn_salesprice using a workflow on project Approval should flow to msdyn_price on Journal Line

Allow us to change Sales Price msdyn_salesprice on Project Approval with a workflow so that the changed value is reflected on Price msdyn_price on Journal Line. At the moment changes to Sales Price msdyn_salesprice only flow to Price msdyn_price when the field is updated manually or with a Busine...

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
New
15

Need more ways to control how entries end up on an invoice

Approved Time Entries end up on an Invoice every time "Create Invoice" is clicked on Project Contract. If a Project Contract's Contract Line has Invoice Frequencies set, approved Time Entries always flow to an Invoice upon creation despite set Invoice Frequencies. Need more ways to control how...

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

Hello Antti, Thank you for the suggestion. We are considering more options when creating an invoice manually. This will include selecting date, different types of transaction based on certain field level filters of unbilled actuals.