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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How the "Create or lin...
Finance | Project Operations, Human Resources, ...
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How the "Create or link to a collaboration workspace (Project)" feature works in D365F&O.

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Posted on by KR-15071125-0

I'm planning to integrate a SharePoint document library with D365F&O Projects. I'm curious about how the /Create or link to a collaboration workspace (Project)/ feature works in D365F&O. Could someone explain what the template refers to in this context? Additionally, I'm interested to know if it's feasible to maintain separate SharePoint document libraries for each project. I couldn't find detailed information about this online. Could someone provide assistance with this?
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at
    Hi,
     
    There is some documentation based on Dynamics AX 2012. The process is still the same.  Set up collaboration workspaces | Microsoft Learn
    In the application, you will only have the link to open a workspace once created or linked. When the create option is disabled, you don't have permission to create new SharePoint workspaces.
  • Suggested answer
    MarkB45 Profile Picture
    MarkB45 755 on at
    Hi KR,
     
     
    There is nothing replacing but below are some recommendatios: 
    Modern Collaboration Alternatives:
    • Microsoft Teams Integration: D365 Project Operations integrates with Microsoft Teams, allowing you to connect your project to a Teams channel for communication, file sharing, and collaboration. 
       
    • SharePoint Integration: You can store and share files using SharePoint, which can be integrated with Teams. 
       
    • OneDrive Integration: OneDrive can also be used for file storage and sharing, notes Microsoft. 
       
    • Microsoft Project for the Web: This allows for real-time collaboration and editing of project plans with colleagues. 
       
    • Project Plan 365: Offers real-time collaboration for Microsoft Project MPP files. 
       
    • Other Collaboration Tools: D365 integrates with various other Microsoft 365 tools like Planner, OneNote, and Calendar, according to Microsoft. 
       

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