Dynamics 365 Project Service Automation: Setting Actuals to “Ready to Invoice”

Tested on:Dynamics 365 version 9.2, PSA solution version 3.3, Unified Interface On this blog post I’m covering the changes to…

Continue Reading →

Dynamics 365 Project Service Automation: Vlog on closing a Project Contract

Tested on: Dynamics 365 version 9.0.2 (classic web client) I had an interesting discussion with a fellow D365 CE consultant…

Continue Reading →

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…

Continue Reading →

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…

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: Actuals – Part III, video blog covering how Actuals are formed

Tested on: Dynamics 365 version 9.0.2, web client Continuing my article series on Actuals in Dynamics 365 Project Service Automation,…

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: 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 →