Author Archives for 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 Project Service Time Entry Greyed Out

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Dynamics 365 Project Service Time Entry Greyed Out

- January 25, 2020

I was configuring Dynamics 365 for Project Service for a client and noticed an issue with time entry. Users could...

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Dynamics 365 Project Service Rounding Time Entry Duration

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Dynamics 365 Project Service Rounding Time Entry Duration

- January 24, 2020

A client recently asked if it was possible to round their user’s time entries to the nearest quarter hour. After...

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Dynamics 365 CE Multiple Entity Rollup Field with Power Automate

- November 21, 2019

Out of the box rollup fields are very useful in Dynamics 365 Customer Engagement, but have limitations such as the...

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How to Prevent Infinite Loops in Power Automate Flows for Dynamics 365 CE

- November 21, 2019

A common issue with using Power Automate Flows on Dynamics 365 CE records is inadvertently causing infinite loops. The workflows...

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Dynamics 365 CE Synchronize User’s Bookable Resource Time Zone

- November 21, 2019

The Bookable Resource record is scheduled according to the time zone selected on that record within Dynamics 365 CE. This works...

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Filtering Dynamics 365 CE Fields in Flow

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Filtering Dynamics 365 CE Fields in Flow

- June 18, 2019

Overview: Microsoft Flow adds a lot of new functionality for Dynamics 365 CE beyond the capacity of workflows. One exciting...

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