Dynamics 365 Project Operations: Creating Invoice Attachments With Power Automate – Part II

Tested on Project Operations on Dataverse version 4.25.0.91 (October 2021) In part I we looked at creating invoice attachments based…

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Dynamics 365 Project Service Automation: Time Entry recall request comments with Power Automate

Tested on: PSA version 3.10.30.41 Project resources occasionally make mistakes with time entries and want to recall them. If a…

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Dynamics 365 Project Service Automation: Helpful Time Entry and Project Approval views

Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entry and Project Approval entities usually need to be complemented with custom views…

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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: Two-tier Time Entry approvals with Flow

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface, Microsoft Flow Time and Expense Entries and their…

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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: 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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