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…
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entry and Project Approval entities usually need to be complemented with custom views…
Every now and then customers comment that their Sales Pipeline funnel chart displays business process stages that they think shouldn’t…
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 version 9.1, PSA solution version 3.6, Unified Interface The October ’18 release introduced new features to…
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface I was talking to my friend MVP Scott…
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface Edit 9.9.2019:Features described in this blog post have…
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface On my previous post I wrote about using…