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Grant Hamilton Celestica

Grant Hamilton

Joined: 8/11/2016

  • Simplified Approvals

    Tue, 23 Aug 2016 12:09:00 GMT – Dynamics 365 Sales – Rejected 

    I would like to see a simplified way for processing approvals in CRM.  Many times, the processes in CRM require

    Many times, the processes in CRM require approvals.  It could be for sales opportunity approvals, or service workflows or really any document within the CRM system.  And yes, you can custom build approvals on documents using field security and workflow for email triggers, but it would be nice to see something out of the box that would allow us to configure approvals process that is standardized.

    I think this is a miss in the CRM system that this is not an easier more standard way of doing approvals.

    Grant

  • PSA WBS Copy Task Link Items

    Wed, 12 Apr 2017 22:11:04 GMT – Dynamics 365 Project Service Automation – New 

    Deploy some of the Project Online UI capabilities like copy and paste into PSA to make the WBS experience richer and closer to what people are used to with Project or Project online.

     

  • Project Service - WBS Organization Unit Visibility

    Tue, 30 May 2017 02:07:32 GMT – Dynamics 365 Project Service Automation – Under Review 

    It would be very helpful if we could see the organizational unit in the WBS in the current version.  It was there in the previous version of PSA, but when we moved to the many to one relationship, we lost the column in the WBS.  

    You are able to see that a task has multiple roles or resources associated and they are just split out by a comma.  It would be great if we had the same option with the organizational unit.