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 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 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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Dynamics 365 Project Service Automation: Five Q&A scenarios around Time Entries, Actuals, entry recalls and cancellations of approvals

Tested on:Dynamics 365 CE with PSA version 3.8 I was recently doing some testing around Time Entries, Actuals, entry recalls…

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Dynamics 365 Project Service Automation: Syncing Resource Assignments with Project Task details to Exchange

Tested on:Dynamics 365 CE with PSA version 3.7 The idea for this blog post came from a conversation on the…

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