Project Service Automation

Hello Readers

——Quick One—-

As we all know, Project Service Automation module is one of the best add on for MS CRM, for any IT/ITES or Project based organization, in order to deal with Project Contract and Quotations etc. However, with the launch of Dynamics 365, there are some issues currently going on with it.

Issue1: When you add quote to an opportunity, Quote form- Project information changes to the default quote form, which makes it difficult to enter/view Project Details. Project Information form is loaded for few seconds and then quote default form is loaded back.

Issue 2: Moreover, Quote-Project Information page has ‘Project Based Lines’ hidden, so you can’t edit them on the quote form

Solution 1 for Issue 1: When on opportunity form, make sure that you switch to/default Opportunity-Project Information form and not others. Now when you add a quote, it will jump to Quote-Project information form. It works for me, but for many it might not work and they need to check Solution 2 for Issue 1.

Solution 2 for Issue 1: Make a copy of both default Quote form and Quote-Project information form. Now, deactivate earlier versions of both the forms. Set the Project information form as default and do rearrange the order of the form.

Solution for Issue 2: Set visible as default for Project based lines sub grid. Go to settings>>customization>>customize the system>>Entity>>Quote>>Forms>>New Quote-Project information form>>Double Click- Quote Lines Tab and set visible as default; Hide the Product based lines sub grid.