Dynamics 365 Project Operations and PSA: Approval Sets in Modern Approvals

Tested on Project Operations on Dataverse version 4.25.0.91 (2021 wave 2 EA) Approval sets are a feature that was originally…

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Dynamics 365 Project Operations and PSA: Assigning a resource on a project for multiple roles

Tested on Project Operations on Dataverse version 4.25.0.91 (2021 wave 2 EA) A hidden gem that quite a few people…

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Dynamics 365 Project Service Automation: Time Entry recall request comments with Power Automate

Tested on: PSA version 3.10.30.41 Project resources occasionally make mistakes with time entries and want to recall them. If a…

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Dynamics 365 Project Service Automation: Creating a Project Team Template

Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was…

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Dynamics 365 Project Service Automation: Resource Utilization Grid

Tested on:PSA version 3.10.20.4 I was talking with fellow MVP Mohamed Mostafa about utilization in PSA and our conversation got…

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Dynamics 365 Project Service Automation: Weekly time entry reminders with Power Automate

Professional services organizations want their staff to submit time entries promptly. Some organizations require employees to submit time entries daily,…

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Dynamics 365 Project Service Automation: Update and fix Date on Time Entry

Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entries in PSA can be created by using either the quick create form…

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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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