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. OOTB this is a bit challenging as Expense Entries are never related to a Project Task nor are they…

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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

Author: Antti Pajunen

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