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

Antti PajunenDyn365CE6 years ago140 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

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