Dynamics 365 Project Service Automation: Setting up Inter-Organizational Sales in PSA

Tested on:Dynamics 365 CE with PSA version 3.10 Multi-currency scenarios are common for many professional services organizations. While PSA has…

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Dynamics 365 Project Service Automation: List of all Primary Keys, Primary Fields and option sets

PSA version referenced: 3.11 Figuring out Primary Keys, Primary Fields and option set values in Dynamics 365 Project Service Automation…

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Dynamics 365 Field Service: Moving attachments from Notes to Azure Files and Azure Blobs with Flow

Tested on:Dynamics 365 CE with Field Service v 8.8.2.160, mobile project v 1.0.1322 The previous blog post I wrote was…

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Dynamics 365 Field Service: Moving attachments from Notes to SharePoint Online with Flow

Tested on:Dynamics 365 CE with Field Service v 8.8.0.88, mobile project v 1.0.1322 One of the handy features in Field…

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Dynamics 365 Project Service Automation: Custom Product Bundles

Tested on:Dynamics 365 CE with PSA version 3.8 Enabling Product Bundles has long been a discussion when it comes to…

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