Breaking news from around the world
Get the Bing + MSN extension
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, PowerApps, Microsoft Flow, and Excel are powering major transformations around the globe. | View Gallery
2019 release wave 2 Discover the latest updates to Dynamics 365Release overview guides and videos Release Plan | Early Access Availability
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 | Talent TechTalks | Upcoming TechTalks
I am setting up a PSA environment and wanted to ask if anyone has set up any automation around creating resource requirements. Most of our projects would be created from templates with generic resources already assigned to Project Tasks, and I would like to automatically create Resource Requirements for each Project Task when it is created from a template. We would only need one Resource Requirement per Project Task which we could then use on the Schedule Board.
Is there any recommended way to do this? Are there any Workflow options designed for this?
You can write a small plugin that can run to create a Resource Requirment to be created on the creation of the task.
This is what i am also doing to see the task on my schedule board.
Also, this helps you to allocate resources at task level.
You could use Microsoft Flow to Accomplish this as well. If you’re looking for a no code solution, this is what I would do (I’m not a developer and have accomplished it this way).
Thanks Scott and Kuldeep! I will start with the Flow since I am not a developer, but those are both good ideas.
Business Applications communities