Two-tier Time Entry approvals with Flow
Oct15

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 approvals are an important part of Dynamics 365 Project Service Automation. A slight downside to Project Approvals is that the logic is based on a single level approval process: A user (or users) set as a Project Approver under Project Team Members approves… Continue Reading Antti Pajunen’s...

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PSA V2, Field Service V7 and the Unified Interface
Oct02

PSA V2, Field Service V7 and the Unified Interface

Tested on:Dynamics 365 Customer Engagement version 9.0.2PSA solution version 2.4.6.27Field Service solution version 7.5.3.36Unified Interface I recently tried the Field Service app after updating the V7 Field Service solution and to my surprise the app launched on the Unified Interface. When I was provisioning Field Service to a vanilla instance a few days ago, I… Continue Reading Antti Pajunen’s Article on their...

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Dynamics 365 Project Service Automation: Reconciliation View
Sep26

Dynamics 365 Project Service Automation: Reconciliation View

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface PSA version 3 has a new feature called the Reconciliation View. It’s found on the Project entity. As bookings and assignments on tasks are now only loosely coupled in V3, the new Reconciliation View allows a project manager to reconcile differences between them. This blog post covers three high level… Continue Reading Antti Pajunen’s Article...

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Using Flow and PSA to create Time Entries of Work Order Service Tasks
Sep22

Using Flow and PSA to create Time Entries of Work Order Service Tasks

Tested on:Dynamics 365 version 9.0.2, Field Service solution version 8.x, PSA solution version 3.x, Unified Interface, Microsoft Flow Enabling field technicians to generate additional sales on their service calls is one of the many selling points of Dynamics 365 for Field Service. When Microsoft’s Global Field Service Director Ben Vollmer gave a presentation on Field Service at the D365UG… Continue Reading Antti Pajunen’s...

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Time Entries in Field Service by using Flow and PSA
Sep06

Time Entries in Field Service by using Flow and PSA

Tested on:Dynamics 365 version 9.0.2, Field Service solution version 7.x, PSA solution version 2.x, classic web client, Microsoft Flow One of the most frequent questions I face when doing Dynamics 365 Field Service presales is “How do we submit time entries?“. OOTB Field Service doesn’t offer Time and Expense Entries the way Dynamics 365 Project Service Automation does. Field Service… Continue Reading Antti Pajunen’s...

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Adding a lookup to a related Agreement and Work Order on an Invoice
Aug28

Adding a lookup to a related Agreement and Work Order on an Invoice

Tested on:Dynamics 365 version 9.0.2, FS solution version 8.x, Unified Client Interface When looking at a Field Service Invoice, one quickly notices it is missing a lookup to a related Agreement and Work Order. References to those entities can be found but they are a couple of mouse clicks away. Navigating to an Invoice Line reveals references to a related Agreement… Continue Reading Antti Pajunen’s Article on their...

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Video walkthroughs of PSA’s basic settings
Aug23

Video walkthroughs of PSA’s basic settings

Applies to:Dynamics 365 CE version 9.0.2, PSA solution version 3.x, Unified Client Interface Basic settings for Dynamics 365 Project Service Automation have remained the same with the introduction of version 3 of PSA in the summer of 2018. I have previously written a checklist for basic settings which you can find here. With V3 of PSA, some of the settings are… Continue Reading Antti Pajunen’s Article on their...

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Two approaches to implementing PSA
Aug20

Two approaches to implementing PSA

Dynamics 365 Project Service Automation differs between organizations and partners. This includes the reasons behind implementing it, the way it is approached and even the way it is implemented. PSA (and Field Service) are both applications that can be used out-of-the-box by simply going through all the required settings and parameters. Usually a PSA project does include some customization… Continue Reading Antti Pajunen’s...

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Dynamics 365 Project Service Automation: Setting a new Template Resource for a Work Hours Template
Aug14

Dynamics 365 Project Service Automation: Setting a new Template Resource for a Work Hours Template

Tested on:Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Client Interface In Dynamics 365 Project Service Automation solution version 3, changing a Template Resource now also changes the calendar the template uses. In PSA solutions V1 (D365 CE version 8.2) and V2 (D365 CE version 9.0) we had to create a new Work Hours Template if we wanted to make changes to a calendar and the… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Creating a Project Hierarchy
Aug09

Dynamics 365 Project Service Automation: Creating a Project Hierarchy

Tested on:Dynamics 365 version 9.0.2 (web client) Project hierarchy is a frequently asked question in a Dynamics 365 Project Service Automation implementation. While visualizing hierarchically related data is not yet supported on the Unified Client Interface but is just around the corner, the classic web client can be used for this. If you are going to update to PSA V3.x very soon, the… Continue Reading Antti Pajunen’s...

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Dynamics 365 Project Service Automation: Project Approval delegation on project level
Jul24

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, Project Approvals work differently. To approve Time and Expense entries, one must have Project Approver set to Yes under the related Project Team Member record. A Project Approver can then approve all submitted Time and Expense entries for a project. While it’s… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Vlog on closing a Project Contract
Jul12

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 Youngha Kim about Project Contracts. He mentioned about a business requirement he had to close a Project Contract when related projects are finished and when the contract is done. Out of the box we can really only confirm a Project Contract in Dynamics 365 Project Service… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Using a cut-off date to reject Time Entries
Jul09

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 on a set cut-off date. This blog post covers two different cut-off date examples and includes a detailed customization walkthrough for implementing cut-off dates in Dynamics 365 Project Service Automation. Let’s look at two possible requirements: 1. Set a… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Preventing Batch Jobs from creating duplicate invoices
Jul04
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Dynamics 365 Project Service Automation: Granting access to the Schedule Board and to Bookable Resource specific Bookable Resource Bookings
Jun29
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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 clientPSA solution version 2.4.3.11 Talk around Resource Utilization % and its behavior is a fairly frequent discussion in the Dynamics Community. MVP Scott LeFante has recently written an excellent article on Project Resource Utilization to bring clarity to what impacts a Bookable Resource’s Utilization %. While this blog post demystifies a small… Continue Reading Antti...

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Dynamics 365 Project Service Automation version 3: What can we expect of the new Unified Client Interface only version of PSA

Microsoft released a video of the Business Applications Spring 2018 Release a while back. The final 24 or so minutes of this 1 h and 6 min long video include a very nice part about version 3 of Dynamics 365 Project Service Automation by Elliott Ichimura and Rupa Mantravadi as they go over the new features of V3 through a demo. Quick eyes catch the new features and improvements but if you’re… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Circumventing Time and Expense Entry approvals with the Field Service mobile app

Tested on:Dynamics 365 version 9.0.2, web clientField Service mobile app (truck app) While working on Resco configurations for our demo environment, my colleague Juhani Sammalkangas suddenly stated that Project Approvals can be circumvented using the Field Service mobile app (truck app). After a brief moment of disbelief I naturally decided to try this out. The idea is something that is both a… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Disabling the automatic “Welcome to the team!” emails

Tested on:Dynamics 365 version 9.0.2, web client One of the OOTB features of Dynamics 365 Project Service Automation are the automatic “Welcome to the team!” emails that are sent when a Bookable Resource is added as a Project Team Member for a Project. While this is a handy way of informing a user that they have been added to a project team, there are other more efficient and modern ways of… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Actuals – Part III, video blog covering how Actuals are formed

Tested on:Dynamics 365 version 9.0.2, web client Continuing my article series on Actuals in Dynamics 365 Project Service Automation, I thought the best way to describe how they are formed is by making a video blog of the Time Entry approval and invoicing processes. On these two videos you will see how Actuals are formed when approving Time Entries, confirming and correcting invoices as well as… Continue Reading Antti...

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Dynamics 365 Project Service Automation and Field Service: Schedule Board – Schedule Type views explained

Tested on:Dynamics 365 Customer Engagement version 9.0.2 The Schedule Board and the whole concept of Universal Resource Scheduling is one of those pieces of Dynamics 365 CE that is developing at a fast pace. The opportunities URS enables are extremely interesting as we now have the means to book people, teams, equipment as well as custom entities relevant to our business. While this blog post… Continue Reading Antti...

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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 the Transaction Class of Fee in Dynamics 365 Project Service Automation. As Fee turns out as a Transaction Class of Milestone for Fixed Price Order Lines, I started thinking of ways of getting the Transaction Class of Fee on Actuals. I dropped a message to some people who… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Actuals – Part II, most relevant fields of the Actual entity

Tested on:Dynamics 365 version 9.0 I have previously written about how Actuals are formed in Dynamics 365 Project Service Automation. This blog post will explain some of the most relevant fields of the Actual entity so that it’s easier to identify what the status on an Actual is. The point of this post is not to list every single field but to point out fields that in my opinion need additional… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Reopening closed projects

Tested on:Dynamics 365 version 9.0 When the OOTB Business Process Flow enters its final stage on a project record, the PostProjectBPFUpdate plug-in sets the record’s status to Inactive i.e the project is closed. This can come as a surprise especially to users who are used to the way Opportunities and Cases are handled in Dynamics 365 Customer Engagement. For Opportunities and Cases there is… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Country specific Business Closures
Apr03

Dynamics 365 Project Service Automation: Country specific Business Closures

Tested on:Dynamics 365 version 9.0 Business Closures are a neat feature in Dynamics 365 Project Service Automation. There is really only one big drawback about them: They’re not country specific. They are set under Business Management for each calendar year individually and setting a new weekly schedule for a user only provides the options to either observe or not to observe Business Closures. Dynamics 365 Project Service...

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Dynamics 365 Project Service Automation: Time Entries’ effect on Project and Project Task progression

Tested on:Dynamics 365 version 9.0 In Dynamics 365 Project Service Automation a Project Contract has quite a few variables with Time & Material and Fixed Price being possible Billing Methods and these Order Lines then including or excluding Time, Expense and Fee. Sometimes it can be hard to follow what the outcome of each combination is. When it comes to Actuals, we have already established the… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Video blog covering Projects in PSA

Tested on:Dynamics 365 version 9.0 Projects are a container for work in Dynamics 365 Project Service Automation. They contain information about Project Team Members, Resource Requirements, Project labor tracking as well as Project estimates. Project specific Actuals list approved Time Entries and Expenses that are related to the Project and the Work Breakdown Structure contains the Project’s… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Video blog covering resource bookings in PSA

Tested on:Dynamics 365 version 9.0 After a Project Contract and a Project have been set up, it’s time to book resources for our Project’s tasks. This video blog covers resource bookings in Dynamics 365 Project Service Automation and walks you through the different steps to get the correct resources started on your Project. The features covered on this video are: – Work Breakdown Structure and… Continue Reading...

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Dynamics 365 Project Service Automation – Ideas for making PSA even better, March 2018

Normally my blog covers functionalities and tips around Dynamics 365 Project Service Automation that are based on real-life scenarios with customers and colleagues. Every once in a while a development ideas does come to mind so I’ve gathering a list of issues that I personally feel would need to be enabled and/or changed in PSA to make it even better. I want to share this list with you and… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part II
Mar12

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

Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part II – Microsoft Dynamics 365, Enterprise edition Community Tested on:Dynamics 365 version 9.0 I recently wrote about using a Bookable Resource specific Sales and Cost Price for Time Entries. This blog post is a continuation of that and walks you through the steps of enabling a pricing logic that is both...

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Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part I
Mar06

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

Dynamics 365 Project Service Automation: Using a Bookable Resource specific Sales and Cost Price for Time Entries – Part I – Microsoft Dynamics 365, Enterprise edition Community Tested on:Dynamics 365 version 9.0 The out of the box pricing logic in Dynamics 365 Project Service Automation is Role based. Bookable Resource (in most cases a synonym for a User) based pricing is something that is asked a lot so I decided to...

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Dynamics 365 Project Service Automation: Adding a Run Report button on Project form’s ribbon

Tested on:Dynamics 365 version 9.0 While Projects are mainly a container for work in Dynamics 365 Project Service Automation, related Actuals can be viewed to analyze a Project’s financial progress. Especially companies leveraging PSA’s invoicing functionalities may need to create and run Project specific RS reports that are based on a Project’s Actuals. For the end user the actual Project can… Continue Reading...

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Dynamics 365 Project Service Automation: Changing the Sales Price of a Time Entry at Project Approval

Tested on:Dynamics 365 version 9.0 Pricing in Dynamics 365 Project Service Automation is based on defined Roles (consultant, project manger, lawyer etc). Occasionally there’s a need to invoice the customer based on who has done the work instead of the person’s Role. The Chargeability View can be used to change Project Contract specific pricing and the changes affect Time Entries that have not… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Using Journals as a power tool to correct Actuals

Tested on:Dynamics 365 version 9.0 A very plausible real life scenario: I submitted an incorrect Time Entry and my Project Manager approved it. The invoice was sent out in a rush because it was the last day of the month and we really had to squeeze in every hour possible. Does this sound familiar? In Dynamics 365 Project Service Automation, incorrect Time and Expense Entries can be partly… Continue Reading Antti Pajunen’s...

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Dynamics 365 Customer Engagement: Inviting guest users with Azure Active Directory B2B collaboration

Part of administering Dynamics 365 Customer Engagement means managing user access. Users are normally added using the Office 365 admin center and while this is definitely a valid way of adding guest users, the down side is that the user will get a new username and password and has thus yet another set of credentials to safely store and remember. An alternative approach is using the Azure… Continue Reading Antti Pajunen’s...

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Dynamics 365 Project Service Automation: No-code options for including VAT on records

Tested on:Dynamics 365 version 8.2 and 9.0 VAT and Sales Tax are naturally always a big part of any sales transaction. In Dynamics 365 Project Service Automation as well as in Dynamics 365 Customer Engagement in general, a logic for VAT and Sales Tax may need to be customized according to a company’s individual needs. From PSA’s perspective the out of the box options of including VAT on… Continue Reading Antti...

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Dynamics 365 Project Service Automation: Setting a Sales Price for Expenses

Edited on:February 26th 2018 Tested on:Dynamics 365 version 9.0 When submitting and approving Expenses in Dynamics 365 Project Service Automation, one quickly realizes the value on the Amount field on the Expense form equals the Cost Actual that is generated when the Expense is approved. This is convenient for the users as they get to submit an Expense at its actual cost without having to… Continue Reading Antti Pajunen’s...

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Dynamics 365 Project Service Automation: Do not use legacy form rendering with PSA

Tested on:Dynamics 365 version 8.2 and 9.0 Microsoft Dynamics CRM Online 2015 Update 1 (v7.1) introduced a new form renderer to provide better performance. With that, an organizational-level fallback was also introduced to temporarily allow usage of the legacy rendering engine. I recently ran into strange behavior on several entities when I was configuring Dynamics 365 Project Service… Continue Reading Antti Pajunen’s...

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Dynamics 365 Customer Engagement: Video blog on changing a Business Process Flow’s active stage with a workflow

Tested on:Dynamics 365 Customer Engagement version 9.0 As of version 8.2 of Dynamics 365, each Business Process Flow is an entity of its own. This means that it’s possible to easily interact with BPFs using workflows. An example and a common customization is changing an active stage of a BPF based on a field’s value. Some real life examples could be: Changing a Project’s BPF stage if a Project… Continue Reading...

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Dynamics 365 Project Service Automation: Video blog covering Leads, Opportunities and Quotes in PSA

Tested on:Dynamics 365 version 9.0Project Service Automation solution version 2.3.0.33 Leads, Opportunities and Quotes represent the first steps in a company’s sales process on many occasions. In Dynamics 365 Project Service Automation these features begin the sales cycle, which then eventually ends at Invoicing. The Lead, Opportunity and Quote features may be familiar to you from Dynamic 365… Continue Reading Antti...

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