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Dynamics 365 Blog

Release Notes for Project Service Automation Update Release 19, V2.4.16.40 

We’re pleased to announce the latest update for the Project Service Automation application for Dynamics 365. This release includes bug fixes. This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install, Update...Read more

6 tips for global versus local changes – Universal Resource Scheduling 

In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to enable local branches to swiftly adapt to their unique requirements without jeopardizing the global implementation. I...Read more

Announcing the timeline to move to Unified Interface 

Over the last two years, our customers have been experiencing the benefits of the new user interface client for Dynamics 365 Sales, Customer Service, Project Service, Field Service, and Marketing. Many of our largest customers have successfully made the transition. As we’ve reached the milestone of over 80% of organizations enabling Unified Interface, we’re announcing...Read more

Scheduling versus dispatching – Universal Resource Scheduling 

Depending on your organization, you might create bookings and want them to immediately appear on your field technicians’ mobile devices. But what if you want to plan the whole day and have new bookings appear for technicians as you see fit? The field service industry often refers to this differentiation as “scheduled versus dispatched.” Out...Read more

Release Notes for Project Service Automation Update Release 11 

We’re pleased to announce the latest update for the Project Service Automation application for Dynamics 365, V3.10.1.71. This release includes some important improvements to quality, performance, and usability. This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update....Read more

9 tips to maximize your screen real estate on the schedule board 

The schedule board is the primary work space for dispatchers, and every pixel of real estate is essential for maximum productivity. Depending on your monitor, opening the schedule board may initially only let you see a handful of resources and a few unscheduled requirements, and that’s before expanding the filter panel or the details panel!...Read more

Weekly Webinars for the Business Applications Community for September 2019! 

Didn’t you wish there was some expert that would just explain how to use Dynamics 365 and Power Platform technologies? Purvin Patel brings his firehose of information to the community every Monday at 10am (Pacific) as part of a weekly webinar series.  You should expect deep dives, special guests, MVPs talking about cool things they...Read more

Release Notes for Project Service Automation Update Release 18, V2.4.15.33 

We’re pleased to announce the latest update for the Project Service Automation, V2.4.15.33, application for Dynamics 365. This release includes bug fixes. This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install,...Read more

Release Notes for Project Service Automation Update Release 10 

We’re pleased to announce the latest update for the Project Service Automation application for Dynamics 365. This release includes some important improvements to quality, performance, and usability. This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For...Read more

Self-Enabling Install of the Unified Interface Versions of Field & Project Service 

As announced earlier this year, the non-UCI versions of Field Service and Project Service Automation are going end of life. As of July 29th 2019, Microsoft has empowered administrators to enable their existing environments that currently have Field Service (FS) version 7.x and Project Service Automation (PSA) v2.x to upgrade to FS v8.x and PSA...Read more

How to use the Search Resource Availability API – Universal Resource Scheduling 

Applies to: Dynamics 365 Organization 9.0+ with Universal Resource Scheduling 3.8.x version In the latest Field Service v8.8.x/Universal Resource Scheduling v3.8.x update, we released the Search Resource Availability API for scheduling single requirements. A list of available resources and their time slots can be retrieved by passing the details of a single resource requirement to...Read more