One useful piece of functionality in Dynamics 365 for Project Service Automation (PSA) is the My Bookings and Tasks view. This view gives resources a quick and easy way to view information that…
With the introduction of the Unified Interface in Dynamics 365, the way in which we customise areas of Customer Engagement are subject to change and one of these is updating icons for entities. It's…
The other day I went to create a simple dashboard in Dynamics 365 for Project Service Automation (PSA) that could be used by resources to show them the…
Whenever I speak to people who work in the Dynamics 365 community or those that are users of the system, levels of knowledge seem to wildly vary when…
So here goes, my first blog post. As I mentioned in the ‘blurb’ to my blog, I’ve been using Microsoft Dynamics 365 PSA for nearly 2 years. One…
