Integrating Dynamics 365 Project Service Automation (PSA) and
D365 for Finance and Operations(D365FO) requires the
synchronization of data via the Common Data Service (CDS). The
integration templates that are available with the data integration
feature enable the flow of projects, project contracts, project
contract lines, project contract line milestones, project tasks,
expense transaction categories, hour estimates, and expense
estimates from PSA to D365FO.
The integration solution enables direct synchronization in the
Today, I will show you the Environment Setup for PSA to F&O
integration with CDS.
1. Open the link
https://admin.powerapps.com and click to create new
2. The following pop-up window will appear. Enter the details
and click on "Create environment," thus generating a new
3. The newly created Environment will appear in D365
To create a connection, open the link
https://web.powerapps.com and go to the connection in
newly created environment. In this case, I selected
1. In the data section click on the connections section and choose
“Create a connection."
2. The following screen will be visible, select the “Dynamics
365” connection. When clicked, the D365 popup window will appear
asking whether you want to create the connection or not. Click on
create and enter the credentials:
The source connection is now setup.
Under connections, search for “Dynamics 365 for Fin & Ops."
When clicked it will ask whether to create connection. Click on
create and then enter the credentials.
Once you have created the Environment and connection, create
connection sets and the project.
1. Go to
https://admin.powerapps.com and open the Data Integration
2. Click on the connection set section and click on “New
Connection Set". A popup window will appear which you can click
within to create.