Dynamics 365 Field Service: Time Entries in Field Service by using Flow and PSA

Tested on: Dynamics 365 version 9.0.2 and 9.1, Field Service solution version 7.x and 8.x, PSA solution version 2.x and…

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Dynamics 365 Project Service Automation: Project Approval delegation on project level

Tested on: Dynamics 365 version 9.0.2 (web client) While Time Entries can be delegated in Dynamics 365 Project Service Automation,…

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Dynamics 365 Project Service Automation: Vlog on closing a Project Contract

Tested on: Dynamics 365 version 9.0.2 (classic web client) I had an interesting discussion with a fellow D365 CE consultant…

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Dynamics 365 Project Service Automation: Using a cut-off date to reject Time Entries

Tested on: Dynamics 365 version 9.0.2 (Unified Client Interface) Sometimes businesses have a requirement to reject Time Entries entries based…

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Dynamics 365 Project Service Automation: Preventing Batch Jobs from creating duplicate invoices

Tested on: Dynamics 365 version 8.2.2 and 9.0.2 (web client) I recently ran into an interesting problem where several identical…

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Dynamics 365 Project Service Automation: Granting access to the Schedule Board and to Bookable Resource specific Bookable Resource Bookings

Tested on: Dynamics 365 version 9.0.2, web client Granting access to the Schedule Board and limiting visibility of Bookable Resource…

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