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 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…

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: 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…

Continue Reading →

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…

Continue Reading →

Creating a Planner plan from a D365 PSA Project with Flow

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface Edit 9.9.2019:Features described in this blog post have…

Continue Reading →