Dynamics 365 Project Operations: Changing the “bill to” customer after invoicing

Tested on:Project Operations solution version 4.6.0.123 (pre-alpha), F&O 10.0.15. The Dynamics Community forums had an interesting question about changing the…

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Dynamics 365 Project Service Automation: Five Q&A scenarios around Time Entries, Actuals, entry recalls and cancellations of approvals

Tested on:Dynamics 365 CE with PSA version 3.8 I was recently doing some testing around Time Entries, Actuals, entry recalls…

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Dynamics 365 Project Service Automation: Recalling Time Entries, canceling approvals and correcting Actuals

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface The October ’18 release introduced new features to…

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Dynamics 365 Project Service Automation: Using Journals to cancel out Task Progress % and Resource Utilization %

Tested on: Dynamics 365 version 9.0.2, web client PSA solution version 2.4.3.11 Talk around Resource Utilization % and its behavior…

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Dynamics 365 Project Service Automation: Invoicing – Adding Invoice Line Details on an Invoice

Tested on:Dynamics 365 version 9.0.2, web client While writing Part II of my article on Actuals, I started thinking about…

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Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part II

Tested on:Dynamics 365 version 9.0 I recently wrote about using a Bookable Resource specific Sales and Cost Price for Time…

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Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part I

Tested on:Dynamics 365 version 9.0 The out of the box pricing logic in Dynamics 365 Project Service Automation is Role…

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