Dynamics 365 Project Service Automation: Updating Invoice Line Details and Actuals with values from custom fields

Tested on:
Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface

On my previous post I wrote about using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process. The Flows in my previous post used Time Entries as the source for a value for Case. This value was then carried throughout PSA’s end-to-end process from an Unbilled Sales Actual to…

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Dynamics 365 Project Service Automation: Updating Invoice Line Details and Actuals with values from custom fields

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface On my previous post I wrote about using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process. The Flows in my previous post used Time Entries as the source for a value for Case.

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Author: Antti Pajunen

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