Dynamics 365 Project Service Automation: Project Approval delegation on project level

Tested on: Dynamics 365 version 9.0.2 (web client) While Time Entries can be delegated in Dynamics 365 Project Service Automation,…

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Dynamics 365 Project Service Automation: Using a cut-off date to reject Time Entries

Tested on: Dynamics 365 version 9.0.2 (Unified Client Interface) Sometimes businesses have a requirement to reject Time Entries entries based…

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Dynamics 365 Project Service Automation: Preventing Batch Jobs from creating duplicate invoices

Tested on: Dynamics 365 version 8.2.2 and 9.0.2 (web client) I recently ran into an interesting problem where several identical…

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Dynamics 365 Project Service Automation: Granting access to the Schedule Board and to Bookable Resource specific Bookable Resource Bookings

Tested on: Dynamics 365 version 9.0.2, web client Granting access to the Schedule Board and limiting visibility of Bookable Resource…

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Dynamics 365 Project Service Automation: Using Journals to cancel out Task Progress % and Resource Utilization %

Tested on: Dynamics 365 version 9.0.2, web client PSA solution version 2.4.3.11 Talk around Resource Utilization % and its behavior…

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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…

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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…

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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…

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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…

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