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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!

  • Suggested answer
    LFK Profile Picture
    LFK 5 on at
    RE: Import Project based Opportunities

    Thanks Matthew!

  • Verified answer
    Matthew Lazowski Profile Picture
    Matthew Lazowski 3,163 on at
    RE: Import Project based Opportunities

    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

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