Kuldeep's Blog

Gupta Kuldeep on 12/11/2019 4:04:58 AM

First cut review of new D365 Project Service

The new Project Service coming up is a much-advanced version of PSA. Even more that it will be called as Project Service. We would learn about it and a few features that are exposed to the world shortly in the blog below. How to Install and Basic Requirement...

Gupta Kuldeep on 9/4/2019 4:20:37 AM

How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow

Problem Definition: The sales cycle in my company demands me to create an opportunity every time a CR is requested or there is an additional estimates via proposal that we ask on the current project from the customer. This needs me to go through...

Gupta Kuldeep on 8/23/2019 3:38:22 AM

Expenses in PSA for Fixed Bid and T&M contracts

Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount value to be 0 in the Actuals. But, at the same time the Cost line had values in it. Upon researching and digging into all the configurations...

Gupta Kuldeep on 7/18/2019 4:56:09 AM

PSA Quick Tip: How to give Team Members access to only do time entries and expense entries and not expose other entities in PSA v3.X

Problem Definition : We sometimes have a few team members who only need to do the time entries and expense entries. They do not need any exposure to other entities. How do we make it possible via the OOB (Out of the box) security roles in PSA V3.X...

Gupta Kuldeep on 7/11/2019 4:11:47 AM

First canvas Power app: Learn few easy and important commands

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...

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First cut review of new D365 Project Service

How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow

Expenses in PSA for Fixed Bid and T&M contracts

PSA Quick Tip: How to give Team Members access to only do time entries and expense entries and not expose other entities in PSA v3.X

First canvas Power app: Learn few easy and important commands

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Kuldeep&#39;s Blog

First cut review of new D365 Project Service

How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow

Expenses in PSA for Fixed Bid and T&M contracts

PSA Quick Tip: How to give Team Members access to only do time entries and expense entries and not expose other entities in PSA v3.X

First canvas Power app: Learn few easy and important commands

SBX - Two Col Forum

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Kuldeep's Blog