RSMUS.comArticles by Sam Stern
About Sam Stern
Sam is a Senior Consultant in RSM's Dynamics practice. He has experience working with many aspects of Dynamics CE as well as integration technologies like Scribe and SmartConnect.
Dynamics 365 Customer Engagement, IT Infrastructure, Microsoft
Automatically Add Document to Adobe Sign Agreement in Dynamics CE
I recently implemented the Adobe Sign integration with Dynamics CE and encountered a new use case. I needed to add...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 CE Bulk Delete Duplicate Records with Power Automate
Duplicate Detection rules in Dynamics 365 Customer Engagement (CE) are great for preventing duplicates, but aren’t helpful once you already...
Power Automate Date Filtering on Today’s Date
Filtering records by today's date in Microsoft Power Automate can be challenging when date fields include time values. Learn how to use filter queries and date functions to efficiently return only the records that match the current date while improving flow performance and accuracy.
How to use Parse JSON on SQL Stored Procedure results in Microsoft Power Automate
Learn how to use the Parse JSON action in Microsoft Power Automate to work with SQL stored procedure results more effectively. This guide shows how to structure and process returned data, enabling more reliable workflows, easier data manipulation, and improved automation outcomes.
Dynamics 365 Customer Engagement, Microsoft
Project Service Mobile Time Entry Blocked
A client using Dynamics Project Service Automation (PSA) recently highlighted a Time Entry issue. Users on the mobile version of...
Dynamics 365 Customer Engagement, Microsoft
Create Late Time Entry View
A Project Service client recently came to me asking for help making sure their team recorded their Time Entries within...
Dynamics 365 Customer Engagement, Microsoft
Dynamics Project Service Order Set to Read Only
I recently encountered a simple issue while working in Microsoft Dynamics Project Service to automate the creation of Project Contracts,...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 Project Service Time Entry Greyed Out
I was configuring Dynamics 365 for Project Service for a client and noticed an issue with time entry. Users could...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 Project Service Rounding Time Entry Duration
A client recently asked if it was possible to round their user’s time entries to the nearest quarter hour. After...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 CE Multiple Entity Rollup Field with Power Automate
Out of the box rollup fields are very useful in Dynamics 365 Customer Engagement, but have limitations such as the...