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Category Archives: D365 Project Service Automation

Time Entry Adjustment in Journal with PSA V3.7

There is good news for people who were using Dynamics 365 Project Service Automation (PSA) with the latest update. Microsoft allows it’s users to make adjustments to time entry using the plain journal entry in the past. For example, if a user wants to adjust the time entry from one to three hours, they have … Continue reading Time Entry Adjustment in Journal with PSA V3.7

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What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3?

Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding Resource Requirement doesn’t get deleted. Hence, it keeps on appearing in the Schedule Board to allocate. Resource Managers face difficulties in order to understand whether to allocate them or not. Hence, it is a … Continue reading What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3?

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How Much Do You Know about Professional Services Automation Software for Accounting Firms (CPA)?

There are tons of CPA software solutions that CPAs, accounting firms and other business professionals use to simplify their complex tasks. However, when it comes to mid-sized CPA firms, the only technology that will streamline processes in a good way is Dynamics 365 for Project Service Automation (PSA). It is well-known that PSA is one … Continue reading How Much Do You Know about Professional Services Automation Software for Accounting Firms (CPA)?

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Non-Billable classification of task work around in PSA V3

Problem Definition: As soon I upgraded my PSA version from V2 to V3, I saw that the role field got deprecated. Not only that, it was removed from Schedule (WBS in V2). We now had the functionality to directly assign resource to the task against having assign role. The projects that got migrated from V2 … Continue reading Non-Billable classification of task work around in PSA V3

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Import Time Entries in PSA from your Bookings in D365 PSA v3

Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule Board and based on what you were booked, making each Time Entry in PSA manually. Tiresome and inefficient, right? Not any more, a cool feature let’s you just create Time Entries … Continue reading Import Time Entries in PSA from your Bookings in D365 PSA v3

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Non-Billable classification of task work around in PSA V3

Problem Definition: As soon I upgraded my PSA version from V2 to V3, I saw that the role field got deprecated. Not only that, it was removed from Schedule (WBS in V2). We now had the functionality to directly assign resource to the task against having assign role. The projects that got migrated from V2 … Continue reading Non-Billable classification of task work around in PSA V3

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PSA Quick Tip: Use Project instead of Project Template while creating a project in Dynamic 365 Project Services Automation V3

Problem definition Often clients using PSA V2 used to complain of the feature missing was copying the project as the template. A few of the Construction Company clients of mine have huge projects and have almost similar structure for many of their projects. Undoubtedly templates use to serve the purpose, but, only to a certain … Continue reading PSA Quick Tip: Use Project instead of Project Template while creating a project in Dynamic 365 Project Services Automation V3

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Getting the Price right post the time entries are approved in Dynamics 365 Project Services Automation

Dynamics 365 Project Services Automation demands a perfect configuration and that is the proof of being a sophisticated application. You won’t see any result unless the configurations are all set right. Use Case: I am observing from quite sometime that my Accounting Team complaints that when the Actuals are created on the project they are … Continue reading Getting the Price right post the time entries are approved in Dynamics 365 Project Services Automation

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Outlook appointment/Meetings to be allocated on Schedule board in Dynamics 365 Project Services Automation using MS Flow

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in Dynamics 365 Project Services Automation directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand … Continue reading Outlook appointment/Meetings to be allocated on Schedule board in Dynamics 365 Project Services Automation using MS Flow

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Outlook appointment/Meetings to be allocated on Schedule board in PSA using MS Flow

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in PSA directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team … Continue reading Outlook appointment/Meetings to be allocated on Schedule board in PSA using MS Flow

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