Hi,
Business requirement:
Use project templates to populate projects - like functionality Project templates from PSA
Create a project template structure and use this templates in projects copy all the info
Project templates atributes to copy:
Project Tasks;
generic Resources assigned to tasks;
Other project entity atributes - custom fields (Multiple line texts)
1st attempt:
use PA to update the entity and create directly project tasks - It´s not possible to create or update project taks directly
2nd attempt:
PA to call the action: msdyn_copyprojectv3 - example: Project Templates in Dynamics 365 Project Operations | proMX
and
Workflow to call the action: msdyn_copyprojectv3
But without sucess: the process of copy stuck in projet task create: "the copy of project tasks it´s in progress... and don´t advance from this.....
If I use the standard buttom in the ribbon copy project works fine but creates another project
Any suggestion? I need your expertise to build the best strategy to develope the best away to accomplish this requirement
