Business Problem: Filtering the list of projects displayed when submitting a time entry can be controlled by setting a view where one of the conditions is that the current logged in user is a member of the project. Well and great. However, what if there is also a case in which subcontractors work on a …
Continue reading "Filter Project Lookup by the Selected Bookable Resource"
A huge chunk of my last fortnight had been spent in all things Dynamics 365 Project Service Automation (PSA) for a project engagement. Going in, I was understandably a bit anxious because I do not have a vast experience with it from which I could draw confidence upon, save for the need to work on …
Continue reading "What about D365 Project Service Automation?"
In my previous post, I wrote about updating the status of the child and the children of these child records. Now that we already are able to get hold of the child records, what I want to do this time is to select details from these records and add them into the body of an …
Suppose we have an entity relationship in which Entity A is the parent of Entity A.1, and Entity A.1 in turn, is the parent of Entity A.1.1. Further, the status transition is as described in the picture. What we want to achieve is to update the status of all related records in Entity A.1 and …
Continue reading "State Update of Child Records via Custom Activity Workflow and Flow"
Striving to Make Things Count 