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 entity. As bookings and assignments on tasks are now only loosely coupled in V3, the new Reconciliation View allows a project manager to reconcile differences between them. This blog post covers three high level…
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Dynamics 365 Project Service Automation: Reconciliation View
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