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 →

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 →

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 →

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 →

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 →

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 →

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 →

Introduction: There have been instances where we feel the need of deleting some records in bulk. I was looking at options of doing advanced search and saw that there were 500+ records showing up. Also, at a time Advanced Find allows to delete 50 records in one go. We definitely needed a better option and … Continue reading Bulk Delete Allocations in CRM →

Anyone who uses a CRM on a regular basis hopes that it will work seamlessly without errors. But from time to time, when creating and qualifying a lead, confusing error messages popup and leave users wondering about a resolution.  A very common error in Dynamics 365 Project Service Automation comes up when trying to qualify … Continue reading Resolving an “Error: Value cannot be null” issue in Microsoft Dynamics 365 Project Service Automation →

I was trying to explore the Extend Booking functionality in Dynamics 365 Project Service Automation (PSA) and saw that the users were getting allocated for the entire 24 hours in a day. Immediately, I realized that the issue was coming up because the work hour template was not set properly. When the new work hour … Continue reading Setting the WorkHourTemplate to schedule resources correctly in Microsoft Dynamics 365 Project Service Automation →