Category Archives: D365 Project Service Automation

First Canvas Power App: Learn Few Easy and Important Commands

Kuldeep Gupta
Delivery Head
Published on July 11, 2019
Category: D365 Customer Service

As my thoughts build to initiate writing this blog, similar was the feeling when I first thought about exploring Power Apps. The expression was, “What exactly is Power Apps?”. When the world is talking about it, it brings me more curiosity to understand what is so powerful about it. Let’s first commence with understanding what … Continue reading First Canvas Power App: Learn Few Easy and Important Commands

Resolution to bulk import Time Entry issue of importing Cancelled Time Entries in PSA V3.X

Kuldeep Gupta
Delivery Head
Published on June 7, 2019
Category: D365 Project Service Automation

Problem Definition: Post upgrading to V3 I faced issues while importing the time entries from my Resource bookings. This was not the case with V2. In V2 when I went to Import Time Entries from Resource Bookings, it used to pick up all the time entries that were in Active State. Resolution: The resolution to … Continue reading Resolution to bulk import Time Entry issue of importing Cancelled Time Entries in PSA V3.X

Time Entry Adjustment in Journal with PSA V3.7

Kuldeep Gupta
Delivery Head
Published on May 28, 2019
Category: D365 Project Service Automation

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

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

Kuldeep Gupta
Delivery Head
Published on May 13, 2019
Category: D365 Customer Service

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?

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

Sairaj Kalekar
Marketing Lead
Published on April 30, 2019
Category: D365 Project Service Automation

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)?

Non-Billable classification of task work around in PSA V3

Kuldeep Gupta
Delivery Head
Published on April 30, 2019
Category: D365 Project Service Automation

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

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

Priyesh Wagh
Sr. Software Developer
Published on April 25, 2019
Category: D365 Project Service Automation

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

Non-Billable classification of task work around in PSA V3

Kuldeep Gupta
Delivery Head
Published on April 15, 2019
Category: D365 Project Service Automation

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

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

Kuldeep Gupta
Delivery Head
Published on March 15, 2019
Category: D365 Project Service Automation

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

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

Kuldeep Gupta
Delivery Head
Published on March 15, 2019
Category: D365 Project Service 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

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • How to Run Reports when report processing takes long to cause Session Time-out

    12 July’ 2019

    Introduction: I’ve observed that when NAV is used for a very long time, the report which needs heavy processing ta...

    Read more
  • First Canvas Power App: Learn Few Easy and Important Commands

    11 July’ 2019

    As my thoughts build to initiate writing this blog, similar was the feeling when I first thought about exploring Power A...

    Read more
  • Tips to Solve your Infinite Loop Issue

    3 July’ 2019

    While using fetch xml to retrieve records more than 5000 records and if you have multiple entities involve in it. There ...

    Read more
  • Deploy Dynamics 365 Operations Environment using Lifecycle Services – Part 2

    2 July’ 2019

    In this article, we will take look at the post configuration setting for Finance and Operations environment.You can lo...

    Read more
  • Shift/Statement posting error in Microsoft Dynamics 365 For Retail

    1 July’ 2019

    In this blog I am going to  demonstrate how to deal with errors generated during statement posting. At times while you ...

    Read more
  • We respect your privacy.
  • This field is for validation purposes and should be left unchanged.