Personalized Community is here!
Quickly customize your community to find the content you seek.
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, Power Apps, Power Automate, and Excel are powering major transformations around the globe. | View Gallery
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I am demoing PSA in sandbox and trying to figure out the integration with Microsoft Project. We are interested in implementing PSA and we use Project currently; I would figure out how this works as a way to ease our users into PSA. I have been using the following documentation, but it is very limited. (https://docs.microsoft.com/en-us/dynamics365/project-service/add-plan-work-microsoft-project) Is there any other documentation out there on the add-in? I have ran into a few columns that do not seem to flow back and forth between PSA and Project.
Thank you, I appreciate the community's help!
Here is the complete list of fields mapped between PSA and Project Professional.
I hope you will find it useful.
MS Project Add-In
When the MS Project Add-in is used to create a Project in PSA, the following records and fields are populated:
Specified at Publish
Estimated Start Date
Set from Project Tasks
Estimated Finish Date
Set from Project Team Members
Project Task Name
Always set to manual
MS Project Client ID
Always set to Finish-to-Start
Set as Generic Resource
Set as default role
When the MS Project Add-in is used to create a MS Project from PSA, the following records and fields are populated:
Determines hierarchy of subtasks
PSA Notification (text 30) holds warning about unsupported settings
Project Task Dependencies
Project Team Member
Position Name for generic, Bookable Resource for others
PSA Generic Resource (yes/no)
PSA Resource Org Unit
PSA Notifications; holds warning about unsupported settings
Thank you Matthew! This helps with my PSA notification question. However, I am confused about the Effort column that is used in PSA. According to your mapping, two fields from PSA (Estimated Effort and Scheduled Duration) are mapping to the same field in Project (Duration); how does this work? Can the Duration field in Project hold both information somehow? In my testing, it looks like the Estimated Effort is not being used in Project, only the Scheduled Duration is. Thanks!
Effort in PSA = Work in Project- In Project, this does not show up automatically; you have to add the column manually.
Looking for help on the connection Dynamics to MS Projects. So I found this article.
Question: How to disconnect a project? We are still working on psa2.0, which seems not to be the best for integration...
I would wait for next generation PSA (coming in March) that should have better integration with Project Professional (PP may have a new name now) via Project Online.
Project Professional plus PSA 2.x and 3.x works in some scenarios only. There is some limited documentation on integration with PSA 2.x on Microsoft docs.
These were scenarios that worked for me with PSA 2.x. They should work with PSA 3.x also but I didn't test it. Maybe you might be able to book resources in the desktop client also but I did not test it.
Scenario 1. A user should be able to export the WBS to a .pdf and a Microsoft Project file.
Feature available. 1. Install Microsoft Project on the machine. 2. Install Microsoft Dynamics 365 Project Service Automation Add-in for Microsoft Project on the machine (the download will start when you click on the Open in MS Project button on the project form in Microsoft PSA). 3 Launch Microsoft Project, create a new empty project file with no tasks and configure the connection to Microsoft PSA in Project Service tab. 4. Save the empty project on SharePoint or OneDrive (not locally). 5. Use Read command to download the project from Microsoft PSA to Microsoft Project. Choose an option (tick the tickbox) to link the PSA project and the Microsoft Project project together. 6. You have imported the project from Microsoft PSA to Microsoft Project. 7. Now that the project is linked, it is possible to use Open in MS Project button in Microsoft PSA in order to initiate the Microsoft Project project. 8. You can save the project as a .pdf using a standard Microsoft Project feature
Scenario 2. A user should be able to modify the WBS in Microsoft Project
Feature available. 1. Continue from step 6 from 'A user should be able to export the WBS to a .pdf and a Microsoft Project file'. 2. Make changes to the WBS, assign resources and save these changes. 3. Open the WBS of the same project directly in Microsoft PSA - a message is displayed that the project is linked to a Microsoft Project project and that it cannot be modified directly in Microsoft PSA. 4. When a batch of changes is complete, use Publish command to upload changes to Microsoft PSA. 5. You have modified the WBS in Microsoft Project and uploaded your changes to Microsoft PSA. 6. If you no longer want to make changes to the project in Microsoft Project, you can unlink the projects using the Unlink from MS Project button in Microsoft PSA or Unlink command in Microsoft Project.
Scenario 3. A user should be able to import the WBS from Microsoft Project
Feature not available. It is not possible to create a new WBS in Microsoft Project and merge it with an existing WBS in Microsoft PSA. Use steps from: 'A user should be able to modify the WBS in Microsoft Project'
Scenario 4. A user should be able to create a project in Microsoft Project and upload it to the system
Feature available. 1 Launch Microsoft Project, create a new empty project file with no tasks and connect to Microsoft PSA in Project Service tab. 2. Save the empty project on SharePoint or OneDrive (not locally). 3. Create tasks, add dependencies etc. 4. Use Publish/New PSA Project command in Microsoft Project to create a brand new project in Microsoft PSA 5. In Microsoft PSA add project resources in Team Members section. 6. Use Refresh command in Microsoft Project to synchronise resources to Microsoft Project. 7. In Microsoft Project assign resources to tasks and publish changes to Microsoft PSA using Publish command in Microsoft Project. 8. You have created a new project in Microsoft PSA using Microsoft Project.
I just had to change to classic UI and found the button to do so.
I know that it is not the best way to use UCI and classic at the same time. In particular as also some things in the back have changed. But it worked for me.
Glad to hear it worked for you.
Please mark the question as answered if our suggestions were useful.
Let's hope for a new integration with MS Project soon.
Answer helped and we are now waiting for PSA3.0/4.0 and a new MS-Project ingeration.
Business Applications communities