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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Convert Opportunity &a...
Microsoft Dynamics CRM (Archived)

Convert Opportunity & Quote to Project

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Posted on by Community Member

Hi experts,

Is there an OOB method from which we can convert opportunities and quotes into a project in PSA? 

Thanks,

Jon

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    I don't think we have specific SDK for PSA, you could try using a workfow to create a project when opportunity/quote is closed

  • Community Member Profile Picture
    Community Member on at

    Thanks Ravi, I'll try that!

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