Using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process

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

One of the interesting challenges in PSA has always been passing values from custom fields on Actuals throughout PSA’s end-to-end process. With end-to-end I mean the process of Time Entry to Invoice, keeping in mind that Invoices can be corrected and reconfirmed. Before we dive into the Flows that make…

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Using Flow to pass values from custom fields on Actuals throughout PSA’s end-to-end process

Blog Syndicated with Antti Pajunen’s Permission

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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