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

Antti PajunenDyn365CE5 years ago7 Views

Tested on:
Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface

One of the interesting challenges in PSA has always been passing values from custom fields on Actuals throughout PSA’s end-to-end process. With end-to-end I mean the process of Time Entry to Invoice, keeping in mind that Invoices can be corrected and reconfirmed. Before we dive into the Flows that make this…

Continue Reading Antti Pajunen’s Article on their blog

http://daytodaydynamics365.com/dynamics-365-project-service-automation-using-flow-to-pass-values-from-custom-fields-on-actuals-throughout-psas-end-to-end-process/

Blog Syndicated with Antti Pajunen’s Permission

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
February 2025
MTWTFSS
      1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28   
« Jan   Mar »
Follow
Sign In/Sign Up Sidebar Search
Popular Now
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...