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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Creating Project Recor...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Creating Project Record when creating a new customer

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Posted on by Bhupathi REDDY 5

Hi,

I wanted to Creating a Project Record when creating a new customer in the AR module.

Kindly advise us on this. what setting I should enable for this?

Thank you,

Bhupathi

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,087 Super User 2026 Season 1 on at

    Hi Bhupathi,

    There is no setting in the application to create a project when you create a new customer. You can consider a customization or configure the action in Power Automate.

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