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: 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 Field Service: Moving attachments from Notes to SharePoint Online with Flow

Tested on:Dynamics 365 CE with Field Service v 8.8.0.88, mobile project v 1.0.1322 One of the handy features in Field…

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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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Dynamics 365 Project Service Automation: Recalling Time Entries, canceling approvals and correcting Actuals

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface The October ’18 release introduced new features to…

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Dynamics 365 Project Service Automation: Using Flow to create a Project with tasks based on Project Contract Line Details

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface By default, Project Contract Line Details (later referred…

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