Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was…
Tested on:PSA version 3.10.20.4 I was talking with fellow MVP Mohamed Mostafa about utilization in PSA and our conversation got…
Tested on:PSA version 3.10.20.4 One of the first blog posts I wrote was a checklist for PSA’s basic settings. This…
Professional services organizations want their staff to submit time entries promptly. Some organizations require employees to submit time entries daily,…
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entries in PSA can be created by using either the quick create form…
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entry and Project Approval entities usually need to be complemented with custom views…
The April 2020 preview release for Model-driven apps has a new feature, which makes it possible to open a record…
Every now and then customers comment that their Sales Pipeline funnel chart displays business process stages that they think shouldn’t…
Project for the web was released in October 2019. It runs on Common Data Service, which opens up loads of…
One of my previous posts was about listing a user’s Resource Assignments using Power Automate. As the Flow in question…