Dynamics 365 Project Service Automation: Creating a Project Team Template

Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was…

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Dynamics 365 Project Service Automation: Resource Utilization Grid

Tested on:PSA version 3.10.20.4 I was talking with fellow MVP Mohamed Mostafa about utilization in PSA and our conversation got…

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Dynamics 365 Project Service Automation: Weekly time entry reminders with Power Automate

Professional services organizations want their staff to submit time entries promptly. Some organizations require employees to submit time entries daily,…

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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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