Dynamics 365 Project Service Automation

The Time Entry view would ideally have an option to automatically show ALL related projects and task which a resource is on. In other words there would not be a need to create a new row or import anything from assignments or bookings: everything would automatically be there when a resource has an assignment or a booking. If a resource is on 5 tasks on a single project, the time entry grid would have one project row which then expands to display tasks a resource is on. When a tasks is closed, it disappears from the grid until reopened.

People needs to recover time entries approved because it´s common that they change their days of vacations, and now it is not possible. All customers think it is imperative for the right use of the app.

Professional Services organisations need to record multiple cost prices per resource. This is typically required when an external resource is used on project(s). Contracts between the company and the external resource often include various hourly rates depending on project, time period, task, location and other factors. PSA should provide ability to capture rates agreed with external resources (subcontractors). It should specifically allow to capture multiple rates for one external resource depending on project/contract line. This feature should be extendable to allow for full vendor management in PSA in the future.

Currently Resource Reconciliation view provides the feature to make the bookings from there itself. i would recommend to make 2 enhancements to the Reconciliation view to make it more usable and user friendly. 1. Currently we do not have option to manage Excess booking from Reconciliation tab. When it's Booking shortage, we have an option to Extend booking but nothing when it's Excess. we have to find resource booking record to cancel it, it's very ineffective. if there can be a cancel bookings option right there in Resource Reconciliation view, it would have been helpful. 2. If we can make the adjustments to the hours as per needed on each day right there in the reconciliation view, this can be a great deal as majority of the clients miss Maintain Bookings feature which was in earlier version of PSA and resource allocation will become much more sophisticated.

Quotes are many times built in systems separate from Dynamics 365. If a Quote is not needed in a company's Opportunity to Project Contract process, we should be given the option to skip Quote. Data from relevant fields should nevertheless flow from an Opportunity to a Project Contract so that the user doesn't need to enter data twice: on an Opportunity and a Project Contract.

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 time it should starts. In contrast, if I create the time entry from a standard CRM form and if I show the hour field, it takes the correct hour (is the start hour of the resource calendar). All the customers of Project Service Automation need that the start hour of the unavailability are the start hour of the resource calendar, because if not, there will be unavailabilities on incorrect days and theys will create bookings on incorrect days.

There is a need to be able to incorporate more than 1 contract of the same customer in 1 invoice, to reduce the number of invoices a customer will receive.

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.

Setup project contract with more than one funding source with corresponding allocation rule Register and post purchase invoice on the project Run Sales tax reconciliatin report Actual result Same base for sales tax and tax is reported as many times as there are funding sources Expected result Base and sales tax amount is the same as posted purchase invoice.

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 Business Rule.