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. Before we dive into the Flows that make this…

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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

Author: Antti Pajunen

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