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elmirt's avatar
elmirt
Copper Contributor
Jun 11, 2021

Add Teams group to Project for the Web with Power Automate

Hello,

 

we are looking for a solution to add  a Teams group to a project in "Project for the Web" with a flow. 

In the web we have just to select the group and click on "Add" like in the screenshot:

 

 

 

Now we have a flow which creates a Teams team (it works fine) and we want to add the created team to a project in PftW. 

We tried it with the standard Dataverse connectors but didnt find the correct field for this:

We also checked the new API: https://docs.microsoft.com/en-us/dynamics365/project-operations/project-management/schedule-api-preview 

 

Is it possible to add a team to the project with a flow?

 

 

Thanks in advance 

Elmir 

 

 

  • PatrickGrebe's avatar
    PatrickGrebe
    Copper Contributor
    Feb 25, 2022

    We have now solved the whole thing using an Azure Function (within a Logic App) and corresponding C# code.

    We create a team and link it to an AAD group. The team is then assigned the appropriate security role. (https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/org-service/sample-assign-record-new-owner?view=op-9-1)

     

     

     

    var projectteam = new Entity("team", Guid.NewGuid());
projectteam["name"] = officeGroupName;
projectteam["businessunitid"] = new EntityReference("businessunit",Guid.Parse("GUID_BUSINESSUNIT_HERE"));
projectteam["azureactivedirectoryobjectid"] = officeGroupId;
projectteam["teamtype"] = 3;
projectteam["membershiptype"] = 0;
projectteam.Id = crmServiceClient.Create(projectteam);

// Add the role to the team.
crmServiceClient.Associate(
    "team",
    projectteam.Id,
    new Relationship("teamroles_association"),
    new EntityReferenceCollection() { new EntityReference("role", Guid.Parse("SEC-ROLE-GUID-HERE")) });

     

     

     

    We then create the project with the API "msdyn_CreateProjectV1". Here we then set the "ownerid" to the ID of the created team.

     

     

     

    project["ownerid"] = new EntityReference("team", Guid.Parse(projectteam.Id.ToString()));

     

     

    It takes some time until the connection is shown in P4W.

    • gbartumeu's avatar
      gbartumeu
      Brass Contributor
      Feb 25, 2022

      Hello PatrickGrebe,

       

      I use Power Automate to update the ownerid field from the entity msdyn_project with the teamid field located in the entity "Team" but it still does not update this change on Project for the web:

       

       

      • PatrickGrebe's avatar
        PatrickGrebe
        Copper Contributor
        Feb 28, 2022
        I haven't tested this with a flow. However, the project creation should take place via an unbound action and the API "msdyn_CreateProjectV1". We do not update the ownerid, but maintain it directly when it is created. Here you can then set the "ownerid" directly to the team. As already mentioned, it takes 15-30 minutes before the connection is shown in P4W.

        Important: If the team was newly created, a role must be added to it.
  • gbartumeu's avatar
    gbartumeu
    Brass Contributor
    Jan 11, 2022
    We are in the same situation... Maybe the solution is in the entity called "msdyn_projectteamschannelmapping" or "msdyn_projectinternalconfiguration" or
  • PatrickGrebe's avatar
    PatrickGrebe
    Copper Contributor
    Feb 03, 2022

    elmirt  We are in the same situation. If you do this via the web interface, the "ownerid" and "owningteam" values are updated in the "msdyn_projects" entity.

    The AAD group is then connected to a team (entity teams). If I do the whole thing via HTTP-PATCH, the attributes are also set accordingly, but the group is still not displayed as connected in the web interface.

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