PSA Saturday Manuel Hanak

Protect Quality Data for your Project Service Automation in Dynamics 365 Power Apps

Manuel Hanak demonstrates how we can facilitate the maintenance of Project Contracts by using the features of Dynamics 365 Power Apps to effectively validate and manage your projects contracts without missing important dependency checks on contracts and materials etc using Power Automate flows. Business Process Flows to guide users to complete the dependant stages before closing projects and Rollup fields and calculated fields to rollup related contract and time sheet information for billing. Limiting Time Entry options for entered time and specific projects based on status using Business Rules and Real time synchronous workflows. Auto Approve Time entries for Billing Backlogs to set Ready for invoice.

Risk Matrix, Split Billing, Enhanced Expense Tracking, Secure Price List. Validate resources during time entry to avoid not available scenarios, travel management and additional useful scenarios PSA can be extended for Dynamics 365.

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