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I am looking to assign the original owner of a project to the task resources as a starting point for the new projects.
My plan is to have this automated when project is created and then make changes if needed.
I have searched and have not found any answers to this on the internet.
I am a developer and been working with Dynamics 365 for about 3 months. Familiar with js and and basic automation in dynamics including processes and workflows.
Hi morganh. If you are talking about PSA solution V1 or V2: In those resource bookings and assignments on tasks are coupled. Basically this means that you have to go through booking a resource to assign it on a task.
Great, what is the best way to automate booking a resource to the owner of a new project. Project from a template.
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