Set Actuals to Ready/Not Ready to Invoice (recreate OOTB functionality)
Jan03

Set Actuals to Ready/Not Ready to Invoice (recreate OOTB functionality)

These Flows recreate OOTB functionality in PSA but are a good learning exercise to get started with basic expressions and Flow functionality. Related blog post: Dynamics 365 Project Service Automation: Setting Actuals to “Ready to Invoice” The post Set Actuals to Ready/Not Ready to Invoice (recreate OOTB functionality) appeared first on TDG. Continue Reading anttipajunen’s Article on their...

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PSA Pricing Dimensions solutions and Flow
Nov25

PSA Pricing Dimensions solutions and Flow

This zip file includes a managed and an unmanaged solution to enable Pricing Dimensions in PSA. A Flow extending Pricing Dimensions is also included. More information from Day to Day Dynamics 365: https://wp.me/pabf5J-a7 AND Dynamics 365 Project Service Automation: Pricing Dimensions – Part II Tested on: Dynamics 365 version 9.2, PSA solution version 3.2, Unified Interface In Part I of the Pricing Dimensions article series I...

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Dynamics 365 Project Service Automation: Two approaches to implementing PSA
Aug22

Dynamics 365 Project Service Automation: 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 anttipajunen’s...

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