Tested on:
Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface
There was a very interesting question on the Dynamics Community forums about updating Expense Estimates (which are really Estimate Lines related to an Estimate) on a Project based on approved Expense Entries. OOTB this is a bit challenging as Expense Entries are never related to a Project Task nor are they…
Continue Reading Antti Pajunen’s Article on their blog
Dynamics 365 Project Service Automation: From Expense Entries to a Project’s Estimate Lines with Flow
Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.3, Unified Interface There was a very interesting question on the Dynamics Community forums about updating Expense Estimates (which are really Estimate Lines related to an Estimate) on a Project based on approved Expense Entries.
Blog Syndicated with Antti Pajunen’s Permission
More About This Author
Array
Dyn365CE10 February 2023Using environment variables in a flow’s Excel action- Dyn365CE22 January 2023Dynamics 365 Project Operations: Approving time entries using the Project Approver Admin role
- Dyn365CE27 December 2022Time-zone agnostic price defaulting in Project Operations
- Dyn365CE5 December 2022External scheduling in Project Operations
