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Environment setup for a Dynamics 365 Project Service Automation integration to Finance and Operations with CDS

by Gurunath -
Software Engineer, CloudFronts Technologies

Integrating Dynamics 365 Project Service Automation (PSA) and D365 for Finance and Operations(D365FO) requires the synchronization of data via the Common Data Service (CDS). The integration templates that are available with the data integration feature enable the flow of projects, project contracts, project contract lines, project contract line milestones, project tasks, expense transaction categories, hour estimates, and expense estimates from PSA to D365FO.
The integration solution enables direct synchronization in the following scenarios:

  • Maintaining project contracts, contract lines, contract line milestones and project tasks in PSA and synchronizing them directly from PSA to D365FO
  • Storing expense transaction categories in D365FO and synchronizing them directly to PSA
  • Create project time, expense, and fee actuals in PSA, and create project transactions in the PSA integration journal so that they can be posted in D365FO

Today, I will show you the Environment Setup for PSA to F&O integration with CDS.

Step 1: Create the environment

1. Open the link and click to create new environment


2. The following pop-up window will appear. Enter the details and click on "Create environment," thus generating a new Environment.


 3. The newly created Environment will appear in D365 PSA.


Step 2: Create the connections

To create a connection, open the link and go to the connection in newly created environment. In this case, I selected DemoEnvironment.

1. In the data section click on the connections section and choose “Create a connection."



2. The following screen will be visible, select the “Dynamics 365” connection. When clicked, the D365 popup window will appear asking whether you want to create the connection or not. Click on create and enter the credentials:



The source connection is now setup.


Step 3: Create the Destination connection

Under connections, search for “Dynamics 365 for Fin & Ops." When clicked it will ask whether to create connection. Click on create and then enter the credentials.


Once you have created the Environment and connection, create connection sets and the project.

 1. Go to and open the Data Integration tab.



2. Click on the connection set section and click on “New Connection Set". A popup window will appear which you can click within to create.

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About Gurunath -

Gurunath is an experienced Software Engineer with CloudFronts Technologies leveraging his expertise in the Power BI department. His constant research and extraordinary coding ability has led him to successfully deliver on US based client projects related to Power BI deployments. Gurunath likes reading about technology immensely and is continuously researching on different analytics models. He is known to resolve complex issues related to analytics.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (Customer Engagement, Finance and Operations, Business Central) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and road-map, requirements assessments, project implementation, training, migration to post go live managed services and support. The company has vast experience in digitally transforming corporates in sectors such as banking & financial services, professional services, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others. CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success stories here: and follow us on LinkedIn now

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