Forum Discussion
Need Help in Project Operations connection with Project for Web
Can anyone suggest which Environment they are using in Dynamics 365 to use Project operations, is it CDS or CRM?
or Does anyone knows how we can connect Project for Web and Dynamics 365 project Operations to see Projects and Tasks??
2 Replies
- RatanPushpBrass Contributor
Hello Navdeep,
Try the integration of Dynamics 365 Project Operations with Project Accelerator, eventually the projects will be also visible in Project for the web.Scenario to create a project in Project Accelerator automatically on new project creation in Dynamics 365 project operations, you can use Power Automate for project creation workflow.
- Create a new flow and select the trigger: When a record is created (Dataverse connector).
- Configure the trigger to monitor the Project table in Dynamics 365 Project Operations.
- Add an action: Create a new record (Dataverse connector).
- Select the Project table in Project Accelerator.
- Map fields from the Dynamics 365 Project Operations project to the corresponding fields in Project Accelerator (e.g., name, description, start date, etc.).
Verify that the project is created in Project Accelerator with the correct details.
Hope this helps you!
Regards,
Ratan Pushp
- NancyDEMERSCopper Contributor
we still have the same issue any one have a solution