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…

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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…

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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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