Hi,
In Microsoft Dynamics 365, After Creating Sales Order need to Create Project and PO from there automatically or manually. Can you please let us know if there is a way to create projects and PO from the sales order screen by using any customization (or) should we achieve it through a plugin or add-on. If we need to use plug-ins, can you please guide us to the right plug-in we need to use for this scenario.
Hi Amala Kalpana,
I am the same with following Ravi suggested that you could try to create workflow to new a project after you create order entity record in D365 CE.
There's opportunity convert to work order in Field Service. While currently there's no OOB function to convert order to project in PSA. Thanks.
community.dynamics.com/.../269582
Regards
Johnny
Not In Finance & Operation, In Sales Modules Can we Convert Sales Order into Project?
Hi Amala,
I am little confused. Do you mean you want to convert F&O sales order into CRM's Project?
If it is, you need Data integration feature to synchronize data across instances of Finance &Operations 'Sales Order' Entity and Sales 'Order' Entity. Since you couldn't directly convert F&O's Sales Order to CRM's Project.
Then you could convert the mentioned order to PSA.
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/project-service/reports-working-project-service-data-model:750:50]
Best Regards
Johnny
Thanks, Johnny. Is It Possible Convert sales order into Project in Micro Dynamics CRM 365?
Good day Amala,
I found you mentioned 'Sales Order' & PO (purchase order) which should belongs to D365 F&O entity items.
If you want to integrate F&O with D365 CRM Project Service by customized workflow to automatically realize the new projects operation.
I would suggest you to use flow to realize this this is triggered after sales order created from F&O which is without coding and real convenient.
Hope the above would help.
Regards
Johnny
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