We had a requirement to automatically set the work hours of a Bookable Resource through Power Automate To do this you will need to use the ‘Unbound Action’ called msdyn_applyworktemplateforresources The action requires two values: Below you can see that…
Tag: Project Operations
How to filter Bookable Resources by Project on the Schedule Board
Within in the Schedule Board Settings in the ‘Filter Layout’ xml you need to add the Projects option to allow users to search for the project. I have highlighted the xml I added below: Next you need to edit the…
How to use private Microsoft Custom API’s within Power Automate
In my scenario, I sought to utilize a specific Custom API provided by Microsoft. However, I encountered an obstacle as the Custom API was designated as private. I aimed to incorporate the Custom API shown below into my Power Automate…
How to Auto Approve Time Entries, Expenses and Material Usage Logs
*Note – 14/01/2025* – Microsoft suggest to use the unbound action – msdyn_ProcessProjectApprovalSets to approve Approval Records. Parameter name Type Description ProjectApprovals Collection(mscrm.crmbaseentity) A list of project approval records to process ActionType Edm.Int32 The action to perform on the given…