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
Dyn365CE2023.01.22Dynamics 365 Project Operations: Approving time entries using the Project Approver Admin role
Dyn365CE2022.12.27Time-zone agnostic price defaulting in Project Operations
Dyn365CE2022.12.05External scheduling in Project Operations
Dyn365CE2022.10.31Upgrading from PSA to Project Operations in upgrade Phase 2