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, Field Service solution version 7.x, PSA solution version 2.x, classic web client, Microsoft Flow…

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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: 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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