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D365FO Project WBS integration with MS Project

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Posted on by Andy_T

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Hi All

Has the integration between D365FO PMA and MS Project been deprecated? Is it still possible to automatically update an MS Project plan from a WBS in D365FO and vice-versa?

I have seen videos of this working n AX2012 but don't see it anywhere in the current release.

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Community Member on at

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Hello Miller,

When you open a project and go under PLAN tab

you should find an option that says

"Open in Microsoft Project" under "Activities".

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Ludwig Reinhard Microsoft Employee on at

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Hello Miller,

The following MS docs site describes the MS project integration for D365FO

docs.microsoft.com/.../project-integration

Best regards,

Ludwig

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Andy_T 330 on at

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Thank you Ludwig

I've tested this but it appears that there are a number of bugs with the 2-way interface.

1. Projects do not open automatically - D365FO just opens MS project then you need to sign in and open the project from within MSP.

2. Username & password is not remembered between each open/close/open sequence so you need to enter them every time.

3. Categories are not pushed through into the MS Project plan - they are created as custom fields but not populated with D365FO categories. This is a significant defect.

4. Same for project team roles.

5. Categories are often 'lost' when you check a plan back in - the sync seems to lose (blank out) the categories in D365FO.

:-( Doesn't feel to me a though this is quit ready for launch yet?

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Ludwig Reinhard Microsoft Employee on at

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Hello Miller,

I have not used the MS Project integration with D365FO myself yet. Cannot comment on those 'issues'. I would thus recommend that you open a support case with Microsoft to get this fixed.

Best regards,

Ludwig

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Rahul Mohta 21,042 on at

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it would be better to try MS Project online using either or project plan1,3,5

cloud to cloud connections are always better

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