Dynamics 365 Project Service Automation: Vlog covering Bookings and Assignments in PSA V3

Tested on: Dynamics 365 version 9.2, PSA solution version 3.1, Unified Interface Version 3 of Dynamics 365 Project Service Automation…

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Dynamics 365 Project Service Automation: Marking a Project Task as Complete to prevent Time Entries

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface A subject that comes up frequently is marking…

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Dynamics 365 Project Service Automation: Two-tier Time Entry approvals with Flow

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface, Microsoft Flow Time and Expense Entries and their…

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Dynamics 365 Field Service: Time Entries in Field Service by using Flow and PSA

Tested on: Dynamics 365 version 9.0.2 and 9.1, Field Service solution version 7.x and 8.x, PSA solution version 2.x and…

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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: 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: 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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