Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was…
Professional services organizations want their staff to submit time entries promptly. Some organizations require employees to submit time entries daily,…
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entries in PSA can be created by using either the quick create form…
Every now and then customers comment that their Sales Pipeline funnel chart displays business process stages that they think shouldn’t…
One of my previous posts was about listing a user’s Resource Assignments using Power Automate. As the Flow in question…
A frequent ask from a user assigned to a project is “Which tasks am I assigned to?”. In Project for…
Power Virtual Agents is definitely a hot topic as I’m writing this blog post. It’s a pretty easy tool to…
The CDS (current environment) connector is the newer version of the two CDS connectors that are available. It has nice…
Edited on: 16.9.2019. This blog post is about enabling collaboration with Microsoft Teams when a Project is created in Dynamics…
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…