Dynamics 365 Project Service Automation: Using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process

Antti PajunenDyn365CE6 years ago93 Views

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

http://daytodaydynamics365.com/dynamics-365-project-service-automation-using-flow-to-pass-values-from-custom-fields-on-actuals-throughout-psas-end-to-end-process/

Blog Syndicated with Antti Pajunen’s Permission

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