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 LeFante about products and tasks in Dynamics 365 Project Service Automation after our PSA focused At Your Service episode. Scott and I were thinking about ways of invoicing Product-based lines and Milestones when a Project Task is complete. I naturally wanted to try that…

Continue Reading Antti Pajunen’s Article on their blog

https://daytodaydynamics365.com/dynamics-365-project-service-automation-setting-products-and-milestones-as-ready-to-invoice-when-a-project-task-is-complete/

Blog Syndicated with Antti Pajunen’s Permission