How do Contracts, Milestones and Projects flow between Dynamics 365 Project Operations and F&O?

With the launch of Dynamics 365 Project Operations, users have lots of questions about how data flows between the new application and a Dynamics 365 Finance and Operations (D365FO) environment.

In this article, I will describe how the Project Operations data on Contracts, Milestone for Fixed Bid projects, and Actuals for T&M projects can integrate with D365FO using Microsoft's latest dual-write capabilities.

The following steps will allow you to integrate Contract, Milestones, and Actuals from Project Operations with a D365FO environment:

1. We need to login to the Dynamics 365 environment and navigate to the Project Operations app as shown below.

2. Login to the D365FO environment by logging on to http://lcs.dynamics.com and start the environment.

3. Let's create a Contract now. To do that you will need to create a Quote first and then the Contract.

a. Navigate to Project Operations-->Sales Module -->Quote Entity in Project Operations.

b. Fill the Mandatory details of the Quote as shown below.