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Configure Teams Chat

Office 365 » Microsoft Teams Chat » Configure Teams Chat

*This sections details out the setups required to be configured for setting Microsoft Teams integration with Microsoft Dynamics 365 Finance and Operations. Parameter Setup On projects360 parameter form, new tab called ‘Communication’ added. There is…

Microsoft Teams Chat

Office 365 » Microsoft Teams Chat

projects360 has added an integration between the Microsoft Dynamics 365 Finance and Operations and Microsoft Teams. Introduction of this feature allows different parties\peoples\roles associated to the form to chat with each other. Teams can be opened from inside…

Using Teams Chat

Office 365 » Microsoft Teams Chat » Using Teams Chat

Communicating with the right person is seamless with embedded Microsoft Teams chat buttons. A user can initiate a Teams chat, with the right person, from buttons in the form they are already working in. One of the forms is shown below. When Project accountant…

Projects Integration

PSA Integrations » Projects Integration

The projects integration option provides users ability to integrate projects data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The projects created in Project Service Automation…

Timesheets Integration

PSA Integrations » Timesheets Integration

The timesheets integration option provides users the ability to integrate timesheet data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The timesheet records created in Project Service…

Resource Integration

PSA Integrations » Resource Integration

The resource integration option provides users the ability to integrate resource data in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The resource information created\available in Project Service…

Customers Integration

PSA Integrations » Customers Integration

The customers integration option provides users the ability to integrate customer data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The customers created in Project Service Automation…

Assumptions for Integration

PSA Integrations » Assumptions for Integration

Assumptions for these Integrations to Work Customer Integration Below are the assumptions for customer integrations: Customers with type “Customer” in the Project Service Automation application (PSA) are only considered for integrations. Project…

Project Contracts Integration

PSA Integrations » Project Contracts Integration

The projects contracts integration option provides users the ability to integrate project contract data availableion the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. Once the customer records are…

PSA Integrations

PSA Integrations

projects360 has introduced another segment into the projects360 suite for the various integrations that have been built between Microsoft Dynamics 365 finance and operations and Project Service Automation application (PSA). The configurations and integrations…

What’s New in Version 10.0

What’s New in Version 10.0

*Projects+ 10.0 for Microsoft Dynamics 365 Finance & Operations introduces new Communication, Subproject, Billing review, Project management, and other improvements! Microsoft Teams Integration Communicating with the right person is seamless with embedded Microsoft…

Timesheet Integrations

Time Management » Timesheet Integrations

projects360 has build the timesheets integration data entities to import the timesheets data from external time management systems. This data entity can be used from data management or directly from the integration form. With the 8.1 release, timesheets Integration…

Office 365

Office 365

All the features relating to Office 365 integrations have been grouped together in this section. The projects360 features that are grouped together in this section are: Microsoft Teams Chat

Integrate WBS

PSA Integrations » WBS Integrations » Integrate WBS

Process to Integrate Work Breakdown Structure Below process is followed to create work breakdown structure from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Integrate the projects created in Project Service…

Integrate Projects

PSA Integrations » Projects Integration » Integrate Projects

Process to Integrate Projects The below process is used to create projects from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Integrate a customer from Project Service Automation application (PSA) to Microsoft…

Integrate Project Contracts

PSA Integrations » Project Contracts Integration » Integrate Project Contracts

Process to Integrate Project Contracts The below process is used to create project contracts from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. or Integrate customer from Project Service Automation application…

Configure

PSA Integrations » Projects Integration » Configure

Parameter Setups The below form provides options to setup the information required for project integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to projects360 integration > Setup > projects360…

Integrate Resources

PSA Integrations » Resource Integration » Integrate Resources

Process to Integrate Resources Below process is followed to create resources from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Integrate a customers from Project Service Automation application (PSA) to Microsoft…

Configure

PSA Integrations » Customers Integration » Configure

Parameter Setups The below form provides option to setup the information required for customers integration from PSA (CRM) environment to Microsoft Dynamics 365 Finance and Operations. Go to projects360 integration > Setup > projects360 integrations parameters >…

Configure

PSA Integrations » Project Contracts Integration » Configure

Parameter Setups The below form provides options to setup the default information required for project contracts integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go To projects360 integration > Setup…

Configure

PSA Integrations » WBS Integrations » Configure

Parameter Setups The below form provides option to setup the information required for work breakdown structure integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to projects360 integration > Setup >…

Release Notes v10.0

Release Notes v10.0

Version 10.0.0.20190903 | Hotfix release | Sep 03, 2019 Business scenario Description VSTS ID Version Workspace On the project tasks workspace, Timesheet records are not getting filtered properly on My missing timesheet form. Now with this…

Integrate Customers

PSA Integrations » Customers Integration » Integrate Customers

Process to Integrate Customers Below process is followed to create customers from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Create the customer in Project Service Automation application (PSA) to be integrated…

Configure

PSA Integrations » Timesheets Integration » Configure

Parameter Setups The below form provides options to setup some of the default information required for timesheets integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to projects360 integration > Setup…

Integrate Timesheets

PSA Integrations » Timesheets Integration » Integrate Timesheets

Process to Integrate Timesheets The below process is used to create\import timesheets from Project Service Automation application (PSA) into Microsoft Dynamics 365 for Finance and Operations. Integrate a project from Project Service Automation application (PSA) to…

Import Timesheet Records

Time Management » Timesheet Integrations » Import Timesheet Records

*This section details how the timesheet records from external time management systems can imported into the Microsoft Dynamics 365 for Finance & Operations. Timesheet Integration Data Entity. The timesheet records can be imported into the Microsoft Dynamics 365…

Configure

PSA Integrations » Resource Integration » Configure

Parameter Setups The below form provides option to setup some of the default information required for resource integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to projects360 integration > Setup >…

Global Project Administration

Workspaces » Global Project Administration

Intent of this Workspace This workspace is created with an intention to review the inter-company transactions. The global project administrator, service industry super user and service industry view roles are associated with this workspace. The users assigned with…

Review Imported Records

Time Management » Timesheet Integrations » Review Imported Records

*This section shows how you can review the imported timesheet lines and take actions on the lines in the error or draft status in the Microsoft Dynamics 365 for Finance and Operations. Timesheets from Integration Go to Project management and accounting >…

Generic Configurations

PSA Integrations » Generic Configurations

*This sections contains the information of the generic configurations required to import data from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. projects360 Integrations A new module has been created for these…

WBS Integrations

PSA Integrations » WBS Integrations

The WBS integration option provides users the ability to integrate WBS data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. To integrate work breakdown structure created in Project Service…

What’s New in Version 8.1

What’s New in Version 10.0 » What’s New in Version 8.1

*Projects+ 8.1 for Microsoft Dynamics 365 Finance & Operations brings lots of exciting new features. Continue reading this article for more details on new features and enhancements. If you would like to try out some of these features please reach out to us here or…

Review Project Activities

Activity Management » My Projects Activities » Review Project Activities

*This section shows the how we can keep track of all the activities across projects and legal entities assigned to us. This feature is not governed by any parameter. As an employee in an organization you might want to have a place where you can look for all the tasks…

What’s New in Version 8.0

What’s New in Version 10.0 » What’s New in Version 8.0

Projects+ Documentation Available Online Projects+ documentation is now available online at projectsplus.saglobal.com. Users can switch the documentation version to match the Projects+ version they are currently using. When using a Projects+ form inside the…

Project Management

Workspaces » Project Management

Intent of this Workspace This workspace is intended for the Project manager or project accountant roles, where the user will be able to review and act upon the items that they are expected to do in Microsoft Dynamics 365 finance and operations. The PM can create a…

Track Pending Time

Time Management » Manage Pending Time » Track Pending Time

*This section shows the various ways provided by this feature to keep track of the time spent on day to day activities and how to use those options. A new form has been added for a timesheet user to book time with as minimum data as possible and to update later when…