Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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I am wondering if I can set project contract line milestone to ready for invoicing after a task is 100% complete, and how would I track if the task is late and the milestone date is today??!
Hi Yasmine. Check my blog post here for ideas about setting a milestone as ready for invoicing based on when a task is complete. When task is late and milestone date is today... Off the top of my head I'd say a plug-in.
Thank you. I saw your blog post several days ago, but I am still not able to make the flow work on my dynamics PSA environment.
I guess I need to do more tuning until I can make everything work.
Send me an email with the problems you're having with Flow to antti"at"anttipajunen"dot"com and I'll try to help you out.
The task is late part to which I recommended a plug-in. You should be able to do that with a recurring Flow as well. This made a good blog post idea so I'll investigate this further.
Yasmine Zada one approach to this could be using the new custom Insight Cards (now in preview). You can use them to display project tasks that are due today and have milestones with matching date related to them.
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