Forum Discussion
Add Teams group to Project for the Web with Power Automate
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.
- gbartumeuFeb 25, 2022Brass Contributor
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:
- PatrickGrebeFeb 28, 2022Copper ContributorI 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.- gbartumeuFeb 28, 2022Brass Contributor
Hello PatrickGrebe,
Thanks for your response. As you said, it took a while but now I see the project it's being assigned to the team!
Could you explain me which role and how I must assign it to the Team? Do you refer the "team" entity record or the AAD Group?
Thanks in advance,