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…

Continue Reading →

Dynamics 365 Project Service Automation: Resource Utilization Grid

Tested on:PSA version 3.10.20.4 I was talking with fellow MVP Mohamed Mostafa about utilization in PSA and our conversation got…

Continue Reading →

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,…

Continue Reading →

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…

Continue Reading →

Dynamics 365 Project Service Automation: Helpful Time Entry and Project Approval views

Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entry and Project Approval entities usually need to be complemented with custom views…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →