Dynamics 365 Project Service Automation: Creating a Project Team Template

Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was…

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Dynamics 365 Project Service Automation: Weekly time entry reminders with Power Automate

Professional services organizations want their staff to submit time entries promptly. Some organizations require employees to submit time entries daily,…

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Dynamics 365 Project Service Automation: Update and fix Date on Time Entry

Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entries in PSA can be created by using either the quick create form…

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Fixing the Sales Pipeline funnel chart’s Pipeline Phases with Power Automate

Every now and then customers comment that their Sales Pipeline funnel chart displays business process stages that they think shouldn’t…

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Listing a user’s active Resource Assignments in Project for the web and D365 PSA with Power Automate

A frequent ask from a user assigned to a project is “Which tasks am I assigned to?”. In Project for…

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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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