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
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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
What is Project Service Automation? Microsoft Dynamics 365 Project Service Automation (PSA) delivers a cloud-based project management application that keeps each step of the project moving forward, and each employee
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