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: Customizing the new Custom Control based Time Entry grid

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface The October ’18 update of Dynamics 365 Project…

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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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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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