Validating Resource Roles at Time Entry with Flow
Tested on:Dynamics 365 version 9.1, Project Service Automation solution version 3.1, Unified Interface I have previously written a blog post about preventing Time Entries in Dynamics 365 Project…
Antti Pajunen
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Project Team Member Role to Time Entry with Flow
Tested on: Dynamics 365 version 9.1, Project Service Automation solution version 3.1, Unified Interface When a new Project Team Member record is created, a Role is chosen for…
From Opportunity Lines to Work Order Products and Services with Flow
Tested on:Dynamics 365 version 9.1, Field Service solution version 8.x, Unified Interface A common customer scenario is one where a core Dynamics 365 Customer Engagement Opportunity form is…
Vlog covering Bookings and Assignments in PSA V3
Tested on:Dynamics 365 version 9.2, PSA solution version 3.1, Unified Interface Version 3 of Dynamics 365 Project Service Automation has changed the way bookings and assignments work in…
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 Project Tasks as Complete to prevent Time Entries to…
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 approvals are an important part of Dynamics 365 Project…
PSA V2, Field Service V7 and the Unified Interface
Tested on:Dynamics 365 Customer Engagement version 9.0.2PSA solution version 2.4.6.27Field Service solution version 7.5.3.36Unified Interface I recently tried the Field Service app after updating the V7 Field Service…
Dynamics 365 Project Service Automation: Reconciliation View
Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface PSA version 3 has a new feature called the Reconciliation View. It’s found on the Project…
Using Flow and PSA to create Time Entries of Work Order Service Tasks
Tested on:Dynamics 365 version 9.0.2, Field Service solution version 8.x, PSA solution version 3.x, Unified Interface, Microsoft Flow Enabling field technicians to generate additional sales on their service…
Time Entries in Field Service by using Flow and PSA
Tested on:Dynamics 365 version 9.0.2, Field Service solution version 7.x, PSA solution version 2.x, classic web client, Microsoft Flow One of the most frequent questions I face when…