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vgupta
Level: Power Up

Dynamics 365 - creating project in PSA when Opportuity is created in CRM

Hi - I'm trying to create a flow to Create a Project in PSA when a new opportunity is created in CRM?  

 

Is there any existing flows already available which I could use? 

 

Thanks for the help

Vivek

 

2 REPLIES 2
Community Support Team
Community Support Team

Re: Dynamics 365 - creating project in PSA when Opportuity is created in CRM

Hi @vgupta,

 

Do you mean Microsoft Dynamics 365 for Project Service Automation when saying "PSA"?

Currently there is no available connector for this service under Microsoft Flow, you may consider submit an idea on this, to suggest the team to add this connector.

You could refer to the following article for the available connector:

Connectors

 

For Dynamics 365, see the available templates:

https://asia.flow.microsoft.com/en-us/connectors/shared_dynamicscrmonline/dynamics-365/

 

Regards,

Michael

Community Support Team _ Michael Shao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
vgupta
Level: Power Up

Re: Dynamics 365 - creating project in PSA when Opportuity is created in CRM

Appreciate the response.  Yes, in Project Service Automation. 

 

We're considering purchasing Dynamics for our consuling business and intend to use CRM, PSA, Talent and Finance modules. 

 

When an opportunity is created or won, we'd like to auto create the project in PSA.  I already submitted the idea, but do you know of any work around or is there someone at Micrsoft that we could speak to. 

 

Appreciate the help. 

 

Vivek

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