Dynamics 365 Project Service Automation: Using Flow to create a Project with tasks based on Project Contract Line Details

Antti PajunenDyn365CE6 years ago171 Views

Tested on:
Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface

By default, Project Contract Line Details (later referred to as PCLDs) can be created by importing Project Task and Expense Estimate details from a Project. This is a fast way of creating a frame for an Order and Order Line. Data for PCLDs doesn’t have to be typed in again manually, if a Project with tasks…

Continue Reading Antti Pajunen’s Article on their blog

https://daytodaydynamics365.com/dynamics-365-project-service-automation-using-flow-to-create-a-project-with-tasks-based-on-project-contract-line-details/

Blog Syndicated with Antti Pajunen’s Permission

0 Votes: 0 Upvotes, 0 Downvotes (0 Points)

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
January 2026
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 31  
« Dec   Feb »
Follow
Search
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...

Discover more from 365 Community Online

Subscribe now to keep reading and get access to the full archive.

Continue reading