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 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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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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