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Project Integration

Projects Integration

Projects created in Project Operations can now be seamlessly integrated with Business Central. The standard functionality of Project creation in D365 Project Operations is synchronized with Business Central through the Dataverse Connection setup.

Any changes (creation, modification, update, deletion) made to projects in Project Operations will automatically synchronize with Business Central

A new ‘Company’ field has been introduced on the project details form, which shows the company details that are linked to the Contracting Unit (Organisational unit).

Projects > Projects > Project details

Fields Description
Company
  • Non-Editable field
  • Mandatory field
  • Will be populated based on Contracting unit when the project is saved

New validation added to the Customer field on the project. Requires the customer to belong to the same company as the project when added as a customer upon project creation or modification. Prevents saving the project and throws an error if a customer from a different company is selected.

Project Dimension code in Business Central

In this enhancement, we have added a default dimension code for projects in Business Central.
This allows to set default dimensions for the project which is mapped to the Project ID of the Project created in Project Operations.

Finance Setup (Navigation Menu) > General Ledger Setup > Projects & Operations (section) > Dimensions

Once successfully integrated into Business Central, the Project will create a new dimension value under the Project dimension.

Projects (Navigation menu) > Business Central > BC Projects > Related > Dimensions > Dimensions-Single.

Integrate Projects in Business Central

A new table, “Dataverse Projects” has been introduced in Business Central to streamline the integration of projects from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic updates between Project Operations and Business Central.

Users can create, modify, update and delete the projects from Project Operations directly into Business Central.

Users can select a record in the Dataverse Projects form and manually trigger the “Create Business Central” button. This action will create projects in Business Central or update existing records if modifications are made in Project Operations.

A “Coupled” field in the Dataverse Projects table switches to “Yes” upon successful creation of the projects in Business Central.
Projects(from Navigation Menu) > Dataverse > Dataverse Projects

Fields Description
Coupled
  • Is a Yes/No field which indicates if data has been created in BC or not
Project ID
  • Indicates the Project ID
Name
  • Indicates the Name of the Project

Projects(button) > Business Central > BC Projects

Fields Description
Synchronization Action
  • Indicates what synchronization action must be taken based on the last modified date and status
BC Modified At
  • Indicates when the record was modified in BC
CDS Modified At
  • Indicates when the record was modified in PO
Project ID
  • Indicates the Project ID
Name
  • Indicates the name of the project
Dimension Value Code
  • Indicates the Dimension value code of the project (project ID)

Automatic Integration

Dataverse Projects table facilitates automatic integration of projects from Project Operations to Business Central. Users have the option to configure batch processes that automatically create or update contacts in Business Central based on changes made in Project Operations.

Projects deletion

A new table, “Dataverse Deleted Projects,” has been introduced in Business Central to streamline the integration of deleted projects from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic deletion between Project Operations and Business Central.

Users can select a record in the Dataverse Deleted Projects form and manually trigger the “Create Business Central” button. This action will delete projects in Business Central.

A “Coupled” field in the Dataverse Deleted Projects table switches to “Yes” upon successful deletion of the projects in Business Central.

Projects(from Navigation Menu) > Dataverse > Dataverse Deleted Projects.

Fields Description
Coupled
  • Is a Yes/No field which indicates if data has flowed to the BC Project Table or not
Origin Data Direction
  • Indicates from where the data is originated from
Record Status
  • Indicates the status if the record is processed or not
BC Table Name
  • Indicates the BC table name
BC Table Record ID
  • Indicates the BC Table record GUID
BC Deletion Code
  • Indicates if deletion was successful or not
BC Deletion Description
  • Indicates the description of the deletion code and status
Table Name
  • Indicates the BC Project Table name (msdyn) that contains the deleted record
Table Record ID
  • Indicates the GUID of the Table record
Company
  • Indicates the Company GUID
Company Name
  • Indicates the Company name
Modified On
  • Indicates the date and time the record was last modified

Automatic Integration

Dataverse Deleted Projects table facilitates automatic integration of projects deletion from Project Operations to Business Central. Users have the option to configure batch processes that automatically deletes the contacts in Business Central.

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