Dynamics 365 Project Service Automation: From Expense Entries to a Project’s Estimate Lines with Flow

Antti PajunenDyn365CE6 years ago42 Views

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

http://daytodaydynamics365.com/dynamics-365-project-service-automation-from-expense-entries-to-a-projects-estimate-lines-with-flow/

Blog Syndicated with Antti Pajunen’s Permission

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
April 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     
« Mar   May »
Follow
Sign In/Sign Up Sidebar Search
Popular Now
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...