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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Import Project based O...
Finance | Project Operations, Human Resources, ...
Answered

Import Project based Opportunities

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Posted on by LFK 5

Hi Everybody!

Does anybody knows how to import opportunities as "Project Based" Opportunities, or changing those opps after importing?

Thanks in advance!

  • Verified answer
    Matthew Lazowski Profile Picture
    Matthew Lazowski 3,163 on at

    Hi LFK,

    you need to set 'item type' to 'work based'.

    You should be able to update this value after the import also.

    I hope it helps,

    Matthew

  • Suggested answer
    LFK Profile Picture
    LFK 5 on at

    Thanks Matthew!

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