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…

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Using Flow to create a Project with tasks based on Project Contract Line Details

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Author: Antti Pajunen

Dynamics 365 Customer Engagement and PSA functional consultant, MCSE, PSA fan, blogger behind Day to Day Dynamics 365.

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