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Project Service Automation forum Upgrade from PSA to PO

Posted on by Dylan Cruz

Hi! I have been trying to upgrade from PSA to PO lately. Even when we accomplish all the pre-requisites (we even created a sandbox environment withouth data but with all of the customizations from PROD), we keep getting this error: ProjectOperati...

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Project Service Automation forum Old flow is still running from MS form to Excel spreadsheet

Posted on by Community member

Hi,  I have recently learned how to use flow and want to create a new one to replace an old one that was made by someone who is no longer wo...

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Project Service Automation forum Apply % charges in sales order tied to call center

Posted on by J-AX

Our users are associated with a call center, so when they enter a sales order the field "Retail sale" in the header is set to "yes".  In AX 2012, we could apply charges using "Percent" to the sales order.  ...

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Project Service Automation forum When is the End of Life for Project service automation in D365?

Posted on by Community member

Dear folks,Would like to know to When is the End of Life for Project service automation in D365? Currently using Project service automation ...

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Project Service Automation forum disappearing resources in WBS

Posted on by Ognen Tilikj

In module Project management and accounting in WBS of the project I add resource save and publish the WBS. But after opening the WBS the resource disappear.

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Project Service Automation forum Bulk import task in msdyn_projecttask in Project Hub. It is not allowing for any operations.

Posted on by Community member

Hi,In project hub, i have a tab for task in which a user logs in tasks that belong in a project and have data like assigned to, start date, end date, ...

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Project Service Automation forum Duplicate Team Members are adding as resources.

Posted on by JiniFrancis

Hi, I have created a project and added team members. But duplicate users are added.  How to prevent that. 

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Project Service Automation forum Connect to OneDrive of organization

Posted on by Community member

Greetings everyone, I am trying my first steps with Power Automate, I have managed to produce a workflow on my personal OneDrive however, I would...

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Project Service Automation forum Resource allocation to project

Posted on by imran ul haq

Hi Friends, I have a query regarding resource allocation to the project, actually I am adding the resources to the project under Project team and...

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Project Service Automation forum When is the End of Life for Project service automation in D365?

Posted on by Dhara dharsandia

Hello Folks,Would like to know to When is the End of Life for Project service automation in D365? Currently using Project service automation...

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