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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Automate copying a Pro...
Customer experience | Sales, Customer Insights,...
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Automate copying a Project

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Posted on by nksse 43

Hi

We have a 'template' Project which our users copy and then send the surveys out. But the process requires training the users which means it often goes wrong.

Is there anyway to copy a project automatically? e.g.

  • using Power Automate
  • direct insert into Dataverse

Any advice would be appreciated.

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