Setting Products and Milestones as “Ready to Invoice” when a Project Task is “Complete”

Antti PajunenDyn365CE6 years ago88 Views

Tested on:
Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface

I was talking to my friend MVP Scott LeFante about products and tasks in Dynamics 365 Project Service Automation after our PSA focused At Your Service episode. Scott and I were thinking about ways of invoicing Product-based lines and Milestones when a Project Task is complete. I naturally wanted to try…

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Setting Products and Milestones as “Ready to Invoice” when a Project Task is “Complete”

Blog Syndicated with Antti Pajunen’s Permission

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