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

by Kuldeep Gupta
Consultant, Microsoft MVP, Microsoft MCT

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.

start_the_d365_environment.png

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.

quote_entity_in_project_operations.png

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

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Contract Management Customer Engagement Data Integration Dynamics 365 Finance and Operations Project Management Project Operations Project Service Automation Sales & Marketing Service Management
About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP. 

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