Using Flow to create a Project with tasks based on Project Contract Line Details
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…
Continue Reading Antti Pajunen’s Article on their blog
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
Dyn365CE10 February 2023Using environment variables in a flow’s Excel action- Dyn365CE22 January 2023Dynamics 365 Project Operations: Approving time entries using the Project Approver Admin role
- Dyn365CE27 December 2022Time-zone agnostic price defaulting in Project Operations
- Dyn365CE5 December 2022External scheduling in Project Operations
