Updating Invoice Line Details and Actuals with values from custom fields

Tested on:
Dynamics 365 CE version 9.1, PSA solution version 3.4, Unified Interface

On my previous post I wrote about using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process. The Flows in my previous post used Time Entries as the source for a value for Case. This value was then carried throughout PSA’s end-to-end process from an Unbilled Sales…

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Updating Invoice Line Details and Actuals with values from custom fields

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Antti Pajunentest
Dynamics 365 Customer Engagement and PSA functional consultant, MCSE, PSA fan, blogger behind Day to Day Dynamics 365.

Author: Antti Pajunen

Dynamics 365 Customer Engagement and PSA functional consultant, MCSE, PSA fan, blogger behind Day to Day Dynamics 365.

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