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
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CRM is a very versatile tool that’s often used for B2B sales and all its aspects, including tracking opportunities, leads, contracts, consolidating collaterals, documents and keeping contacts, tasks and events
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
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
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface There was a very interesting question on the Dynamics Community forums about updating Expense Estimates (which are really
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