Dynamics 365 Project Service Automation: Updating Invoice Line Details and Actuals with values from custom fields

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface On my previous post I wrote about using…

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Dynamics 365 Project Service Automation: Using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface One of the interesting challenges in PSA has…

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Dynamics 365 Project Service Automation: From Expense Entries to a Project’s Estimate Lines with Flow

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface There was a very interesting question on the…

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

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface On this blog post I’m covering the changes…

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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…

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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: 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: 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: 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,…

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