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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →