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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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: 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: Setting Products and Milestones as “Ready to Invoice” when a Project Task is “Complete”

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface I was talking to my friend MVP Scott…

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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…

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Dynamics 365 Project Service Automation: Updating Invoice Line Details and Actuals with values from custom fields

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface On my previous post I wrote about using…

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Dynamics 365 Project Service Automation: Using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface One of the interesting challenges in PSA has…

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Dynamics 365 Project Service Automation: From Expense Entries to a Project’s Estimate Lines with Flow

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface There was a very interesting question on the…

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Dynamics 365 Project Service Automation: Setting Actuals to “Ready to Invoice”

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface On this blog post I’m covering the changes…

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