Kuldeep Gupta Kuldeep Gupta is a Microsoft MVP. Email Contact Form Articles How do Contracts, Milestones and Projects flow between Dynamics 365 Project Operations and F&O? by Kuldeep Gupta Learn how to shift data between new apps and Dynamics 365 Finance and Operations Contract Management Customer Engagement Data Integration Dynamics 365 Finance and Operations Project Management Project Operations Project Service Automation Sales & Marketing Service Management Dynamics 365 Project Service Automation quick tip: How to tie different types of contract lines to the same project by Kuldeep Gupta Learn how to manage different types of contract lines in the same project Dynamics 365 How we use Power BI to run our technology business by Kuldeep Gupta Like many technology businesses, CloudFronts uses Power BI for insights and visibility Accounting BI and Reporting Billing Customer Engagement Dynamics 365 Field Service Financial Management Invoice Processing KPIs Power BI Power Platform Professional Services Fast tracking the sales process in Microsoft Dynamics 365 Project Service Automation with Power Apps and Power Automate flows by Kuldeep Gupta Discover how to accelerate the opportunity to contract pathway in Dynamics 365 Project Service Automation Business Process Mgmt Customer Engagement Dynamics 365 Power Apps Power Automate Power Platform Project Management Project Service Automation Sales & Marketing Sales Quoting Service Management Workflow Management Dynamics 365 Project Service Automation Quick Tip: Is the Actual invoiced or not? by Kuldeep Gupta Why helping users with small issues can yield big improvements. Accounting Billing Customer Engagement Dynamics 365 Financial Management Invoice Processing Professional Services Project Management Project Service Automation A first cut review of the new Microsoft Dynamics 365 Project Service by Kuldeep Gupta Microsoft is retooling PSA as Dynamics 365 Project Service Automation which entails a new setup process Customer Engagement Dynamics 365 Project Management Project Operations Project Service Automation Service Management How to use Flow to update a quote marked as won in Dynamics 365 Project Service Automation V3.X by Kuldeep Gupta Find out how to leverage Flow to circumvent a nagging problem with Quotes in Dynamics 365 Project Service Automation Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Power Automate Power Platform Project Management Project Service Automation Sales Quoting Service Management Workflow Management Managing expenses in Microsoft Dynamics 365 Project Service Automation for fixed bid and T&M contracts by Kuldeep Gupta Discover how to fix a configuration problem in Dynamics 365 Project Service Automation that causes the wrong amount value to show in Actuals Customer Engagement Dynamics 365 Expense Management Project Management Project Service Automation Time & Attendance How to limit team member access to time and expense entries in Microsoft Dynamics 365 Project Service Automation V3 by Kuldeep Gupta Learn how to configure out of the box security settings to only allow some users to access certain entries Customer Engagement Dynamics 365 Expense Management Project Service Automation Security Time & Attendance Issues importing time entries in Dynamics 365 Project Service Automation V3? A quick, methodical resolution by Kuldeep Gupta Importing time entries from resource bookings got harder in Dynamics 365 Project Service Automation V3, but a simple workaround rectifies the problem Customer Engagement Data Management Dynamics 365 Planning & Scheduling Project Service Automation Service Management Time & Attendance
