The long-awaited Phase 2 upgrade from Dynamics 365 Project Service Automation to Dynamics 365 Project Operations is around the corner,…
Tested on Project Operations on Dataverse version 4.25.0.91 (October 2021) Approval sets are a feature that was originally introduced in…
Tested on Project Operations on Dataverse version 4.25.0.91 (October 2021) A hidden gem that quite a few people seem to…
Tested on: PSA version 3.10.30.41 Project resources occasionally make mistakes with time entries and want to recall them. If a…
Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was…
Tested on:PSA version 3.10.20.4 I was talking with fellow MVP Mohamed Mostafa about utilization in PSA and our conversation got…
Tested on:PSA version 3.10.20.4 One of the first blog posts I wrote was a checklist for PSA’s basic settings. This…
Professional services organizations want their staff to submit time entries promptly. Some organizations require employees to submit time entries daily,…
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entries in PSA can be created by using either the quick create form…
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entry and Project Approval entities usually need to be complemented with custom views…