Personalized Community is here!
Quickly customize your community to find the content you seek.
Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
Learn more about Automatic Update Policy
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 2 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Im trying to make a workflow to auto approve the time entries as they are created. I dont want a project manager approval.
On Create of record on Project Approval, the workflow as is follows
if Project Approval:Record Stage Equals Submitted
Update Project Approval : Record Stage to Approved
It approves but hours does not add up in the actual hours of project. If approved manually it adds up to the actual hours.
What can be the possible issue or workaround?
True that, but sometimes the client requires some functionality which needs OOB to be overridden.
Thanks alot for the suggestion of making it a background workflow. It works like a charm.
This workflow has broken for me since I updated my dynamics instance. The system now seems to revert to only allowing Project Managers to approve time entries, despite this workflow being active, and having worked perfectly up to now. I have a lot of time entries now failing when submitted with this workflow to auto approve.
Any ideas what may have changed?
Hello M N,
I had a similar issue. Microsoft PSA seems to no longer allow changing the status of a time entry directly via a workflow.Now instead you need to use a standard PSA action to approve a time entry automatically. It resolved the issue for me.
You can read about these standard actions here: www.linkedin.com/.../ and here: docs.microsoft.com/.../projectservice.
You can call them from a workflow, Flow, JS or plugin.
I hope it helps.
Business Applications communities