Dynamics 365 Customer Engagement
PSA v3 View Custom Controls used on Project form
Here’s a summary of what all Custom Controls are used in the out-of-the-box PSA v3 Project form. I strongly recommend not changing the existing…
Tag: PSA
Dynamics 365 Customer Engagement
Custom Insight Cards in PSA with Flow
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.7, Unified Interface I recently replied to a question on the Dynamics Community forums about…
Dynamics 365 Customer Engagement
Dynamics 365 Project Service Automation: Custom Insight Cards in PSA with Flow
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.7, Unified Interface I recently replied to a question on the Dynamics Community forums about…
Dynamics 365 Customer Engagement
Import Time Entries in PSA from your Bookings in D365 PSA v3
Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule…
Dynamics 365 Customer Engagement
Creating a Planner plan from a D365 PSA Project with Flow
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface My previous post about Creating To-Do tasks from D365 PSA’s Resource Assignments…