Dynamics 365 Project Service Automation: Creating a Project Team Template

Antti PajunenDyn365CE4 years ago55 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

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