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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André Arnaud de Cal... 291,151 Super User 2024 Season 2 on at

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How the "Create or link to a collaboration workspace (Project)" feature works in D365F&O.

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.