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Small and medium business | Business Central, N...
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Project and Project Task tables sync to Dataverse

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Posted on by 28
I use Dataverse Connection Setup via sync method to synchronize projects and tasks. All projects and new projects that i created are successfully synced to Dataverse. When i try to sync project tasks, it only inserts the tasks of initial system projects. It also inserts the tasks that i created inside of the system projects but it does not insert the new tasks i created inside of the new projects. When i look the integration log page, there is no failed or skipped records. It ignores the records. Any idea to resolve this issue?
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  • Suggested answer
    Holly Huffman Profile Picture
    6,522 Super User 2025 Season 2 on at
    Project and Project Task tables sync to Dataverse
    Good morning, afternoon, or evening depending on your location :)
    Hope you are well today!
     
    I see this post was from a while ago - so hoping you've resolved already - but incase not :)
     
    You're encountering a known limitation or configuration issue in Business Central's Dataverse integration, where Project Tasks from newly created Projects are not syncing—even though tasks from system projects sync correctly.

    Likely Cause
    This behavior typically occurs when:
    • The newly created projects are not properly coupled to Dataverse.
    • The Project Task table sync relies on a parent-child relationship with the Project table.
    • If the parent Project is not coupled or synced correctly, its child tasks will be ignored silently—without showing errors in the integration log.
    Recommended Steps to Resolve
    1. Verify Project Coupling:
      • Go to Dataverse Connection Setup > Integration Table Mappings.
      • Open the Project table mapping.
      • Ensure that all new projects are coupled to their corresponding Dataverse records.
    2. Manually Couple Missing Projects:
      • Navigate to the Project List in Business Central.
      • Use the “Couple to Dataverse” action for any uncoupled projects.
    3. Run Full Sync Again:
      • After coupling, go to Dataverse Synchronization Jobs.
      • Run a Full Sync for the Project Task table.
    4. Check Table Filters:
      • In Integration Table Mappings, ensure there are no filters on the Project Task table that would exclude tasks from new projects.
     
    Additional Tips
    • If you're using custom fields or custom project types, make sure those are also mapped and supported in Dataverse.
    • Use the “View Coupled Records” action to confirm relationships between Business Central and Dataverse entities.

    Note: I collaborated with Copilot to help craft this response for clarity and completeness.
    Hope this helps some!
  • mertadsay Profile Picture
    28 on at
    Project and Project Task tables sync to Dataverse
    Hello,
     
    You said, "If the parent Project is not coupled or synced correctly, its child tasks will be ignored silently—without showing errors in the integration log," but this is wrong; if the related projects are not coupled, sync gives an error.
     
    In my case, it was not about the project couple error. The only difference between system projects and newly created projects was the "Apply Usage Link" switch. This field needs to be enabled for the sync task to be successful, but I still don't know why.
  • Suggested answer
    Jeffrey Bulanadi Profile Picture
    8,574 on at
    Project and Project Task tables sync to Dataverse

    Hi mertadsay,

    You're asking why project tasks from newly created projects aren’t syncing to Dataverse, even though tasks from system projects and their sub-tasks sync correctly. You’ve confirmed there are no errors or skipped records in the integration log, which suggests the sync job is running—but silently ignoring those new records.

    Here’s what might be happening and how to resolve it:

    1. Check Coupling Status
    Dataverse sync jobs typically only process coupled records. If your new projects are not manually coupled to Dataverse records, their related tasks may be skipped.
    • Go to the Integration Table Mapping page
    • Select the PROJECT mapping and open the Coupling action
    • Confirm that your new projects are coupled to Dataverse records
    • If not, manually couple them or enable auto-coupling in the sync setup
     

    2. Review Field Mapping for Project Tasks
    The sync engine uses Integration Field Mapping to determine which fields to transfer. If your custom or newly added fields aren’t mapped correctly, the sync may ignore them.

    • Open the Integration Field Mapping page for PROJECT TASK
    • Confirm that required fields like Project No. and Task ID are mapped
    • If you’ve added custom fields, ensure they’re included in the mapping
     

    3. Validate Sync Job Filters
    Some sync jobs apply filters based on status, ownership, or timestamps.

    • Check the Job Queue Entry for the sync job
    • Review any filters or conditions that might exclude new project tasks
    • Try running the job manually to see if the tasks are picked up
     

    4. Consider Custom Sync Logic (if needed)
    If the standard sync doesn’t meet your needs, you can extend the sync behavior using events in Codeunit Integration Rec. Synch. Invoke.

    Here’s a sample to intercept and include custom logic:

    al
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Integration Rec. Synch. Invoke", 'OnBeforeInsertRecord', '', true, true)]
    local procedure HandleProjectTaskInsert(SourceRecordRef: RecordRef; var DestinationRecordRef: RecordRef)
    begin
        // Add logic to ensure new project tasks are included
    end;
     
    Here’s a helpful link showing how to configure and troubleshoot Dataverse sync for custom tables and mappings:

    Synchronizing Business Central and Dataverse – Microsoft Learn
    Add Table and Field Mappings to Existing Integration – Dynamics 365 Lab
    Business Central & Dataverse Integration Samples – GitHub


    If you find this helpful, feel free to mark this as the suggested or verified answer.

    Cheers
    Jeffrey

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