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: 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: 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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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…

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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…

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