Hi there,
we have recently implemented Dynamics CRM & PSA online. We would like to allow our finance staff to enter expenses on behalf of other staff. Delegations will allow us to do this, but at the moment, it's requiring each user to create 3 or more delegations (i.e. one for each finance user)
It's not a big deal - but I was wondering if there was a way that I could import these to make sure they are all setup at once? Every time I attempt to do this, it just sets the resource as myself - so I'm assuming that there is some restrictions on the permissions. i.e. I can only set a delegation up for myself.
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