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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / CRM Project Operations...
Customer experience | Sales, Customer Insights,...
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CRM Project Operations Limit on the WBS tasks grid

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Posted on by Sudhahar M 49
Hello All,
 
We are implementing D365 CRM Project Operations for our internal project 
 
One of the requirement is that to have separate custom table to maintain tasks and link it with the WBS Tasks grid since it doesn't allows more than 1000 tasks in it. Would it be possible to link and use the WBS as usual since it's actually coming from Project
 
Also, how do we bulk import tasks as creating a task one by one in the UI will be a tedious Job for project manager. An excel upload would be easier 
 
Are these 2 customisation is possible in D365 CRM Project Operations?
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Microsoft Dynamics CRM
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  • Verified answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at
    Yes, both of your proposed customizations are possible in Microsoft Dynamics 365 Project Operations (linked to Microsoft Project for the web), but they require some architectural considerations. Below is a solution outline for each requirement:
    ✅ Requirement 1: Handling the 1000 Task Limit in WBS Tasks Grid
    Background:
    The Work Breakdown Structure (WBS) grid in Dynamics 365 Project Operations (integrated with Project for the web) limits the number of tasks displayed to 1000 due to performance and UI constraints.
    Solution:
    1. Custom Task Table (Dataverse Table):
      • Create a custom Dataverse table (e.g., CustomProjectTask) to store an extended list of tasks.
      • Add necessary fields such as Task Name, Duration, Start Date, End Date, Parent Task (for hierarchy), etc.
    2. Link to Project:
      • Link each custom task record to the relevant Project (msdyn_project) using a lookup field.
      • Maintain a mapping to the msdyn_projecttask table (used by WBS) if needed for partial integration or display.
    3. Synchronization Logic:
      • Use a Power Automate flow or a custom plugin to:
        • Sync selected tasks from the custom table into the WBS grid (msdyn_projecttask), if under 1000.
        • Optionally mirror changes from WBS tasks to the custom table for reporting or other logic.
    4. Custom WBS View:
      • Consider building a custom WBS-like UI using a Canvas App or PCF Control to display tasks from your custom table without the 1000-task limitation.
    ⚠️ Note: The standard WBS grid UI cannot be modified to support more than 1000 tasks directly. Any visual expansion requires custom UI development.
    ✅ Requirement 2: Bulk Importing Tasks (Excel Upload)
    Solution Options:
    1. Excel Template Import into Custom Task Table:
      • Use the Data Import Wizard in Power Apps or create an Excel template connected to the custom task table.
      • Ensure all mandatory fields (Project, Task Name, Dates, etc.) are included in the template.
      • Project Managers can then use this Excel file to enter tasks and upload them in bulk.
    2. Dataflow or Power Automate:
      • Use Power Query/Dataflow to pull task data from a shared Excel/SharePoint file into the custom task table.
      • Alternatively, build a Power Automate flow triggered by file creation in a SharePoint folder.
    3. Optionally Push to WBS (if <1000):
      • If you still want to push some tasks to the native WBS grid (msdyn_projecttask), use Power Automate to create these records conditionally.
    ✅ Summary
    Feature Supported Solution Approach
    Extend WBS beyond 1000 tasks ✔️ Custom table + optional sync with msdyn_projecttask
    Bulk Import of Tasks via Excel ✔️ Excel import into custom table or Power Automate/Dataflow
    WBS UI Support >1000 tasks ⚠️ Requires custom UI/PCF if full WBS functionality is needed
  • Sudhahar M Profile Picture
    Sudhahar M 49 on at
    Thank you for your answer
     
    But this customisation of having separate table to maintain more than 1000 tasks will be included as part of other dependent WBS tables. Can we use other standard functionality of schedule board, resource management, etc even though huge number of tasks related to the project are stored in custom table?

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