Personalized Community is here!
Quickly customize your community to find the content you seek.
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, Power Apps, Power Automate, and Excel are powering major transformations around the globe. | View Gallery
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 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
In AX 2012 R3 sales and marketing module I can create project quotation and convert it to project and project forecast (item,fee,expense and hours). now I planning to create the quotation and project from Project service automation and integrate them to dynamics 365 fiance and operation. My question is how can take the project estimate from quotation and Why the project estimate dose not contain fee and items.
Quotes in PSA version 3 include time and expenses only.
You link the project to the quote line and use the button on quote line called Update from Project. This creates quote line details and generates the estimation.
It is explained in more details here: docs.microsoft.com/.../begin-quoting-pricing-billing.
I hope this helps.
thanks for your replay.
I Know that but I think the PSA have the same concept dynamics 365 for Finance and operation the project take the forecast from quote not the opposite.
and do you think PSA may include Fee and Item in the future to be fully integrated with dynamics 365 for Finance and operation
Ahmed Fathy, maybe this helps:
Business Applications communities