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: 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: 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 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: Customizing the new Custom Control based Time Entry grid

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface The October ’18 update of Dynamics 365 Project…

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Dynamics 365 Project Service Automation: Marking a Project Task as Complete to prevent Time Entries

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface A subject that comes up frequently is marking…

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Dynamics 365 Project Service Automation: Two-tier Time Entry approvals with Flow

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface, Microsoft Flow Time and Expense Entries and their…

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