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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Dynamics 365 Project Service Automation: Project Approval delegation on project level

Tested on: Dynamics 365 version 9.0.2 (web client) While Time Entries can be delegated in Dynamics 365 Project Service Automation,…

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Dynamics 365 Project Service Automation: Vlog on closing a Project Contract

Tested on: Dynamics 365 version 9.0.2 (classic web client) I had an interesting discussion with a fellow D365 CE consultant…

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Dynamics 365 Project Service Automation: Using a cut-off date to reject Time Entries

Tested on: Dynamics 365 version 9.0.2 (Unified Client Interface) Sometimes businesses have a requirement to reject Time Entries entries based…

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Dynamics 365 Project Service Automation: Preventing Batch Jobs from creating duplicate invoices

Tested on: Dynamics 365 version 8.2.2 and 9.0.2 (web client) I recently ran into an interesting problem where several identical…

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Dynamics 365 Project Service Automation: Granting access to the Schedule Board and to Bookable Resource specific Bookable Resource Bookings

Tested on: Dynamics 365 version 9.0.2, web client Granting access to the Schedule Board and limiting visibility of Bookable Resource…

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Dynamics 365 Project Service Automation: Using Journals to cancel out Task Progress % and Resource Utilization %

Tested on: Dynamics 365 version 9.0.2, web client PSA solution version 2.4.3.11 Talk around Resource Utilization % and its behavior…

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Dynamics 365 Project Service Automation version 3: What can we expect of the new Unified Client Interface only version of PSA

Microsoft released a video of the Business Applications Spring 2018 Release a while back. The final 24 or so minutes…

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Dynamics 365 Project Service Automation: Circumventing Time and Expense Entry approvals with the Field Service mobile app

Tested on:Dynamics 365 version 9.0.2, web clientField Service mobile app (truck app) While working on Resco configurations for our demo…

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Dynamics 365 Project Service Automation: Disabling the automatic “Welcome to the team!” emails

Tested on:Dynamics 365 version 9.0.2, web client One of the OOTB features of Dynamics 365 Project Service Automation are the…

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