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Project Operations forum
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Dynamics 365 Project operation integration with dynamics 365 business central

Posted on by 75

Dear Team,

How we can integrate Dynamics 365 Operation with Dynamics 365 Business Central?

  • Mark@CloudNav Profile Picture
    Mark@CloudNav 60 on at
    RE: Dynamics 365 Project operation integration with dynamics 365 business central

    Mouda,

    We're still on Project Service Automation.  Having trouble upgrading to Project Operations.  But we -do- have Flows to integrate PSA with BC.  From PSA we trigger based on the creation of a Task with a specific signature.  We create these tasks at different times, but primarily when an Invoice is approved.  The invoice is then created in BC by the Flow.  Our finance admin then reviews the invoices that come in and posts them.  We also create new customers similarly.

    The only issue is that the BC connector didn't support parent child relationships when we built the Flow.  Not sure if it does now or not.  So we had to use an HTTP Post action to create the line items on the invoices.

    --Mark

  • Mouda Profile Picture
    Mouda 150 on at
    RE: Dynamics 365 Project operation integration with dynamics 365 business central

    Hi Mark

    Did you get the power automate flow to work with integration between Project operation and BC?

    If so, what was your triggering point (invoice, order)?

    Thanks in advance.

  • Verified answer
    Mark@CloudNav Profile Picture
    Mark@CloudNav 60 on at
    RE: Dynamics 365 Project operation integration with dynamics 365 business central

    You can use Power Automate to create flows that integrate the two platforms.  

  • Verified answer
    Juan Simon Profile Picture
    Juan Simon 996 on at
    RE: Dynamics 365 Project operation integration with dynamics 365 business central

    Hi Kumar,

    Microsoft is considering this capability but it is not available as of today.

    There has been a request made on experience.dynamics.com/.../  it would help if you went there (and logged in) and voted so it gets enough votes to be considered by Microsoft.

    I hope this helps.

    Juan Simon

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