The April 2020 preview release for Model-driven apps has a new feature, which makes it possible to open a record…
Every now and then customers comment that their Sales Pipeline funnel chart displays business process stages that they think shouldn’t…
A frequent ask from a user assigned to a project is “Which tasks am I assigned to?”. In Project for…
Power Virtual Agents is definitely a hot topic as I’m writing this blog post. It’s a pretty easy tool to…
Tested on:Dynamics 365 CE with PSA version 3.10 Multi-currency scenarios are common for many professional services organizations. While PSA has…
PSA version referenced: 3.11 Figuring out Primary Keys, Primary Fields and option set values in Dynamics 365 Project Service Automation…
Edited on: 16.9.2019. This blog post is about enabling collaboration with Microsoft Teams when a Project is created in Dynamics…
Tested on:Dynamics 365 CE with PSA version 3.8 Enabling Product Bundles has long been a discussion when it comes to…
Tested on:Dynamics 365 CE with PSA version 3.8 I was recently doing some testing around Time Entries, Actuals, entry recalls…
Tested on:Dynamics 365 CE with PSA version 3.7 The idea for this blog post came from a conversation on the…