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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project management and...
Finance | Project Operations, Human Resources, ...
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Project management and accounting module

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Posted on by CU02050955-0 4
Dear All,
 
I don't see any Entity to import Project Budget in D365. Can we import Project Budget by DMF or Excel- add in? Is there any way to customize entity to import it? Please advise!
 
Thank you!
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    After my search, I didn't find any articles related to importing project budgets, only articles about importing general ledger budgets. You can refer to this official documentation: Project budget management overview | Microsoft Learn. This article provides an overview of the end-to-end project budget management process in project-based organizations. Or you can refer to this official documentation: Build and consume data entities - Finance & Operations | Dynamics 365 | Microsoft Learn. This tutorial shows how to build an entity and how to consume some out-of-band (OOB) entities in an integration scenario. You will also preview how these data entities will be consumed in various integrations scenarios, such as data import and export, integration, and OData services.
    Best regards,
    Kevin

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