Dynamics 365 Project Service Automation: Creating a Project Team Template

Antti PajunenDyn365CE5 years ago76 Views

Tested on: PSA version 3.10.30.41

A recent customer ask was about creating a project team automatically when a Project was created in PSA. While creating a project team is usually a one-time effort at the beginning of a project, I do see value in project team templates in cases where teams are fairly static and they’re assigned on different projects. The ask sounded interesting so I wanted…

Continue Reading Antti Pajunen’s Article on their blog

https://daytodaydynamics365.com/dynamics-365-project-service-automation-creating-a-project-team-template/

Blog Syndicated with Antti Pajunen’s Permission

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
June 2025
MTWTFSS
       1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30       
« May   Jul »
Follow
Sign In/Sign Up Sidebar Search
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...