Tested on:
Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface
One of the interesting challenges in PSA has always been passing values from custom fields on Actuals throughout PSA’s end-to-end process. With end-to-end I mean the process of Time Entry to Invoice, keeping in mind that Invoices can be corrected and reconfirmed. Before we dive into the Flows that make this…
Continue Reading Antti Pajunen’s Article on their blog
Dynamics 365 Project Service Automation: Using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface One of the interesting challenges in PSA has always been passing values from custom fields on Actuals throughout PSA’s end-to-end process. With end-to-end I mean the process of Time Entry to Invoice, keeping in mind that Invoices can be corrected and reconfirmed.
Blog Syndicated with Antti Pajunen’s Permission
More About This Author
Array
#Dyn365CE2020.07.21Dynamics 365 Project Operations: Not-to-exceed limits- #Dyn365CE2020.07.18Dynamics 365 Project Operations public preview: Copying CE environments in the Full Deployment option
- #Dyn365CE2020.07.05Dynamics 365 Project Operations: Split billing
- #Dyn365CE2020.06.18Dynamics 365 Project Service Automation: Time Entry recall request comments with Power Automate
