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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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 Field Service: Moving attachments from Notes to Azure Files and Azure Blobs with Flow

Tested on:Dynamics 365 CE with Field Service v 8.8.2.160, mobile project v 1.0.1322 The previous blog post I wrote was…

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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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