Dynamics 365 Project Service Automation: Setting Products and Milestones as “Ready to Invoice” when a Project Task is “Complete”

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface I was talking to my friend MVP Scott…

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Creating a Planner plan from a D365 PSA Project with Flow

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface My previous post about Creating To-Do tasks from…

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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: Pricing Dimensions – Part II

Tested on: Dynamics 365 CE version 9.1, PSA solution version 3.2, Unified Interface In Part I of the Pricing Dimensions…

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Dynamics 365 Project Service Automation: Pricing Dimensions – Part I

Tested on: Dynamics 365 CE version 9.1, PSA solution version 3.2, Unified Interface Pricing and the whole financial aspect to…

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