Category: Dynamics 365 project operations
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Incredibly easy way to review timesheets
When a user submits a time entry for approval in Dynamics 365 Project Operations, an “approval” record is created. There’s no REAL workflow, like there is in Dynamics 365 for Finance, so the approvals kind of just sit there. The way that a project approver is supposed to know which time entry approvals to approve…
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“Condition not executed because of missing relationship: msdyn_projectteam”.
Hey, I’ve just started working in detail with Microsoft Dynamics 365 Project Operations, so forgive me if all this stuff I’ve been posting recently is known by everyone already. Regardless, I’m going to keep posting more things. This time, I was looking at the “Time entries for approval” view. I wanted to only see records…
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Why can’t a user see Word document templates in Project Operations
I created some Word templates to export project invoices in Dynamics 365 Project Operations. Most of the users didn’t even have the button to see the templates, much less actually use them. This was related to permissions. I used XRM Toolbox’s Privilege Discovery and hunted for the feature I was looking for. As you can…
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A manager is required for non-project time entries, absence, and vacation. Please contact your application administrator.
I was entering and submitting time entries in Microsoft Dynamics 365 Project Operations, and I came across this error when trying to submit a time entry for vacation (not work, not assigned to a project). I had seen this before. Typically, when you receive this, it’s because the user record doesn’t have a manager on…