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 →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →