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…

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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…

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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…

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Dynamics 365 Project Service Automation: Video blog covering Projects in PSA

Tested on:Dynamics 365 version 9.0 Projects are a container for work in Dynamics 365 Project Service Automation. They contain information…

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Dynamics 365 Project Service Automation: Video blog covering resource bookings in PSA

Tested on:Dynamics 365 version 9.0 After a Project Contract and a Project have been set up, it’s time to book…

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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…

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Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part II

Tested on:Dynamics 365 version 9.0 I recently wrote about using a Bookable Resource specific Sales and Cost Price for Time…

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Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part I

Tested on:Dynamics 365 version 9.0 The out of the box pricing logic in Dynamics 365 Project Service Automation is Role…

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Dynamics 365 Project Service Automation: Adding a Run Report button on Project form’s ribbon

Tested on:Dynamics 365 version 9.0 While Projects are mainly a container for work in Dynamics 365 Project Service Automation, related…

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Dynamics 365 Project Service Automation: Changing the Sales Price of a Time Entry at Project Approval

Tested on:Dynamics 365 version 9.0 Pricing in Dynamics 365 Project Service Automation is based on defined Roles (consultant, project manger,…

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