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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 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.

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About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP. 

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