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Hi
I wanted to create a workflow for the Project entity.
The creation of the WF was easy enough. The WF was created as on demand, and activated.
However, when trying to execute the WF from the project.
I cannot find the command to execute it.
environment: D365 and latest PSA version
Any ideas?
Regards
Steven
Same applies to Connections.
Thanks, I agree with your sentiments
Sorry, my bad. You were talking about the new CRM's PSA module, I assumed AX' PSA module.
Microsoft has truly created a confusion of tongues of the Babylonian extent.
Hi Eugen
Please can you further clarify your answer.
Current this is what I see.
Note there is no workflow option
Thanks
Steven
Hä? There is no standard workflow for the Project entity, it must be programmed. The existing ones are for the budget, quotations, project invoice proposal and timesheets. Not a Project.
When it is programmed and configured, the respective Workflow button appears automatically on the ribbon.
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