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How to create projects in D365 Sales

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Posted on by Sylviaonx

Hello,

I would like to create a new entity: Projects which would be under Sales:

It should work a little bit like opps, in a way that a created project would be viewed in queues, have its own flow (stages and statuses), defined fields, and tasks automatically created when a given stage is reached.

Is there any instruction available on how to do it?

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Leah Ju Microsoft Employee on at

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RE: How to create projects in D365 Sales

Hi Partner,

Have any updates?

Please feel free to contact me if you have any questions!

Could you click 'Yes' under title to close the thread if my answer is helpful!

Thanks in Advance! :)
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Leah Ju Microsoft Employee on at

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RE: How to create projects in D365 Sales

Hi Sylviaonx,

You can refer to my following steps:

1)Go to Settings > Advanced Settings > Customizations > Customize the system, create one new entity.

2) Create fields as your needs.

--Select the Queues checkbox if you want to it would be viewed in queues.

--Save and publish all customizations.

3)Open Sales app in app designer, then add the entity to the navigation of the app:

--Save, Publish and Play.

4) have its own flow (stages and statuses).

Do you mean BPF? It is like the following screenshot shows.

If so, you can go to Settings > process to create business process flow

--Refer to the link to design the BPF as your needs:

https://learn.microsoft.com/en-us/power-automate/create-business-process-flow

--Then you need add the BPF(it is actually one entity) to the sales app in app designer.

--Save and publish.

--If you don't see it after adding it, you can try to switch it manually:

5)tasks automatically created when a given stage is reached.

You can create one workflow to achieve it automatically.