Dynamics 365 Project Service Automation version 3: What can we expect of the new Unified Client Interface only version of PSA

Microsoft released a video of the Business Applications Spring 2018 Release a while back. The final 24 or so minutes…

Continue Reading →

Dynamics 365 Project Service Automation: Circumventing Time and Expense Entry approvals with the Field Service mobile app

Tested on:Dynamics 365 version 9.0.2, web clientField Service mobile app (truck app) While working on Resco configurations for our demo…

Continue Reading →

Dynamics 365 Project Service Automation: Disabling the automatic “Welcome to the team!” emails

Tested on:Dynamics 365 version 9.0.2, web client One of the OOTB features of Dynamics 365 Project Service Automation are the…

Continue Reading →

Dynamics 365 Project Service Automation and Field Service: Schedule Board – Schedule Type views explained

Tested on:Dynamics 365 Customer Engagement version 9.0.2 The Schedule Board and the whole concept of Universal Resource Scheduling is one…

Continue Reading →

Dynamics 365 Project Service Automation: Invoicing – Adding Invoice Line Details on an Invoice

Tested on:Dynamics 365 version 9.0.2, web client While writing Part II of my article on Actuals, I started thinking about…

Continue Reading →

Dynamics 365 Project Service Automation: Actuals – Part II, most relevant fields of the Actual entity

Tested on: Dynamics 365 version 9.0 I have previously written about how Actuals are formed in Dynamics 365 Project Service…

Continue Reading →

Dynamics 365 Project Service Automation: Reopening closed projects

Tested on:Dynamics 365 version 9.0 When the OOTB Business Process Flow enters its final stage on a project record, the…

Continue Reading →

Dynamics 365 Project Service Automation: Country specific Business Closures

Tested on:Dynamics 365 version 9.0 Business Closures are a neat feature in Dynamics 365 Project Service Automation. There is really…

Continue Reading →

Dynamics 365 Project Service Automation: Time Entries’ effect on Project and Project Task progression

Tested on:Dynamics 365 version 9.0 In Dynamics 365 Project Service Automation a Project Contract has quite a few variables with…

Continue Reading →

Dynamics 365 Project Service Automation – Ideas for making PSA even better, March 2018

Normally my blog covers functionalities and tips around Dynamics 365 Project Service Automation that are based on real-life scenarios with…

Continue Reading →