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Jakob Rabl

Jakob Rabl

Joined: 3/29/2022

  • Transfer named ressources from a project template to the generated project

    Tue, 29 Mar 2022 13:37:17 GMT – Dynamics 365 Project Operations – New 

    When using the function "msdyn_CopyProjectV3" as described here:


    https://docs.microsoft.com/en-us/dynamics365/project-operations/project-management/dev-copy-project#copy-project-custom-action


    there is the problem that the parameters "ReplaceNamedResources" and ClearTeamsAndAssignments cannot be assigned "No" at the same time. This would lead to the fact that a named resource from a Project Template is taken over into the project created from it.


    A use case for this would be to define a named resource in a template that is responsible for automating the approval of time bookings in projects. This would be especially helpful for smaller companies that do not need an approval workflow for project time bookings.