Pre-populate tasks in the Microsoft project when new project is created in dynamic 365.

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Posted on by AdarshRaj

I am looking for a way to automatically pre-populate a set of standard tasks in Microsoft Project whenever a new project is created in Dynamics 365. We have microsoft project integrated in the app.

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DAnny3211 11,369 on at

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Pre-populate tasks in the Microsoft project when new project is created in dynamic 365.

Hi Adarsh 👋

Thanks for your question!

Yes, it’s possible to automatically pre-populate standard tasks in Microsoft Project when a new project is created in Dynamics 365—especially if you have the integration already set up.

✅ Here’s how you can approach it:

Use Power Automate
Create a flow that triggers when a new project is created in Dynamics 365. The flow can then call Microsoft Project APIs to add predefined tasks to the new project.

Leverage Project Templates
If you're using Project for the Web, you can create a project from a template that includes your standard tasks. Automate the creation process using Power Automate or Dataverse triggers.

Custom Plugin or Workflow
If you need more control, consider building a plugin in Dynamics 365 that runs on project creation and pushes task data to Microsoft Project via its API.

📌 Make sure your integration supports task creation and that the user or service account has the necessary permissions.

Hope this helps!
✅ Please mark this reply as helpful if it answered your question.
Best regards! 👋

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