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: 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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Dynamics 365 Project Service Automation: Two-tier Time Entry approvals with Flow

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface, Microsoft Flow Time and Expense Entries and their…

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Dynamics 365 Field Service: Time Entries in Field Service by using Flow and PSA

Tested on: Dynamics 365 version 9.0.2 and 9.1, Field Service solution version 7.x and 8.x, PSA solution version 2.x and…

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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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