Adding a lookup to a related Agreement and Work Order on an Invoice
Tested on:Dynamics 365 version 9.0.2, FS solution version 8.x, Unified Client Interface When looking at a Field Service Invoice, one quickly notices it is missing a lookup to…
Antti Pajunen
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Video walkthroughs of PSA’s basic settings
Applies to:Dynamics 365 CE version 9.0.2, PSA solution version 3.x, Unified Client Interface Basic settings for Dynamics 365 Project Service Automation have remained the same with the introduction…
Two approaches to implementing PSA
Dynamics 365 Project Service Automation differs between organizations and partners. This includes the reasons behind implementing it, the way it is approached and even the way it is…
Dynamics 365 Project Service Automation: Setting a new Template Resource for a Work Hours Template
Tested on:Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Client Interface In Dynamics 365 Project Service Automation solution version 3, changing a Template Resource now also changes…
Dynamics 365 Project Service Automation: Creating a Project Hierarchy
Tested on:Dynamics 365 version 9.0.2 (web client) Project hierarchy is a frequently asked question in a Dynamics 365 Project Service Automation implementation. While visualizing hierarchically related data is…
Dynamics 365 Project Service Automation: Project Approval delegation on project level
Tested on:Dynamics 365 version 9.0.2 (web client) While Time Entries can be delegated in Dynamics 365 Project Service Automation, Project Approvals work differently. To approve Time and Expense…
Dynamics 365 Project Service Automation: Vlog on closing a Project Contract
Tested on:Dynamics 365 version 9.0.2 (classic web client) I had an interesting discussion with a fellow D365 CE consultant Youngha Kim about Project Contracts. He mentioned about a…
Dynamics 365 Project Service Automation: Using a cut-off date to reject Time Entries
Tested on:Dynamics 365 version 9.0.2 (Unified Client Interface) Sometimes businesses have a requirement to reject Time Entries entries based on a set cut-off date. This blog post covers…