With Microsoft scheduled to shut down the Parature customer service solution on May 15, 2018, time is running out to convert to Microsoft Dynamics 365. Microsoft offers a migration tool
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Tested on:Dynamics 365 version 9.0 Pricing in Dynamics 365 Project Service Automation is based on defined Roles (consultant, project manger, lawyer etc). Occasionally there’s a need to invoice the customer
When the resource is setup for timesheets, he is assigned the ‘Period Code’ and a ‘Max Hours Calendar’, however ‘Max Hours Calendar’ is not mandatory. In ‘Max Hours Calendar’ a
A shortcoming in the current release of Dynamics PSA, Project Service Automation, is that it only allows you to book time against a project for resources that are users. Resources
This blog post covers how you can validate time entry in PSA, Project Service Automation, using a custom real time workflow to limit the amount of time a user can
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