Enable Schedule Board on Unified Interface apps


Applies to all Dynamics 365 Customer Engagement Unified Interface apps. Please enable Schedule Board on UI apps so that it can be accessed and used from any UI app. Customizers should be able to bring the Schedule Board on a custom UI app and it should be readily available especially on the FS...

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Category: Universal Resource Scheduling (168)

STATUS DETAILS
Needs Votes

Create a link between an Unbilled Sales Actual and its related Invoice and Invoice Line Detail


An Actual doesn't currently have a link to an invoice until the invoice is confirmed and the Actual's Transaction Type becomes Billed Sales. Please create a reference between Unbilled Sales Actuals and an Invoice as well as its Invoice Line Details. We should be able to connect a specific Actual ...

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Category: Project Service Automation (167)

STATUS DETAILS
New

Create Unbilled Sales Actuals for Fixed Price Order Lines at Invoicing


Fixed Price lines need Unbilled Sales Actuals when an Invoice is created. These Unbilled Sales Actuals should then be linked to an Invoice (lookup) and the related Invoice Line Detail. As we currently only have Billed Sales Actauls for Fixed Price lines when an invoice is confirmed, our reportin...

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Category: Project Service Automation (167)

STATUS DETAILS
New

Effort on WBS is summed up incorrectly


When creating a WBS, effort is initially displayed correctly. When refreshing the WBS the effort figure blows out of proportion.

 

 

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5 Comments

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5 Comments

Category: ()

STATUS DETAILS
New

Unable to create a new Unit or Unit Group


Unit Group:
Attached error is given.

Unit:
Unable to enter any data in the Quantity field.

Tested on:
Firefox on Mac

 

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4 Comments

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4 Comments

Category: ()

STATUS DETAILS
New

Project Template is a lookup to all Projects when creating a new Project


I'm creating a new Project and realized the Project Template lookup is showing every project I have in the system. Also can't seem to change the view the lookup uses.

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New

Quantity required on Order Line


I think Matt Johnson reported this issue on Quote Line and I'm seeing the same on Order Line. I added the Quantity field on the Project Information form again (not sure the if the lower General tab that's on the form is hidden or something) and everything works n...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
New

Emails created by the WF Project Team Member Resource Assign are missign data


Compared to PSA V2, missing elements are:
- "Welcome to the team!" on the header
- Body of email contains no text at all i.e the body is blank

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New

Allow us to select multiple task rows on Schedule to mass edit them


This is an idea and not a defect. I think it would be very nice if we could select multiple task lines on a Schedule to, for example, mass delete them and to change the task mode for selected tasks my mass selecting them. Please see attached image. This would make cerating templates a lot fast...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New

Suggestion: Allow us to create a Resource Requirement form a cell's resource icon on Schedule


I've been using the Schedule and resourcing functionalities for a few days now and one thing that's throwing me off is the need to navigate: Schedule -> Team -> select record -> click Generate Requirement.

When I'm building my Schdule and basing it on either generi...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New