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
More About This Author
Array
Dyn365CE2023.02.10Using environment variables in a flow’s Excel action- 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
