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
Dyn365CE2022.04.26Subcontracting in Project Operations Lite – Part I- Dyn365CE2022.03.30Faster Time Entries in Project Operations: Automatically filling the Time Entry grid
- Dyn365CE2022.03.20Project for the web to Project Operations migration with Power Automate
- Dyn365CE2022.01.24Change Requests in Project Operations – Part II
