Microsoft Dynamics 365 (D365) Project Operations is a comprehensive cloud-based business and project management application. It incorporates all required procedures of an organization into one system providing one with features like Project Sales Management, Time and Expense management, Resource Planning, Price-List Management, Billing, etc which collectively improves workflow and project predictability.

This article provides an overview to get started with the Microsoft Dynamics 365 Project Operations connector in Peliqan. Please contact support if you have any additional questions or remarks.

Content

• Content
• Before Connecting to Dynamics 365 Project Operations
• Create a “Private” App in Azure
• Associate App User to CRM Environment:
• Microsoft Dynamics 365 Project Operations Data Pipeline
• Connecting to Project Operations
• Need further help

Before Connecting to Dynamics 365 Project Operations

Create a “Private” App in Azure

In order to connect Project Operations in Peliqan, you have to create an app in Azure Portal. This is a so called “private” app. After entering all the details in Peliqan (client id, client secret, tenant id) etc. Peliqan will start syncing your data.

1. Login to Azure Portal Account and click on App Registrations (or search for App Registrations):

2. Click on New Registration to register a single tenant application:

3. Provide details and click on Register:

4. On Overview, make sure to copy ClientId and TenantId:

5. To enable OAuth, click on Authentication > Add Platform > Click on Web:

7. Add Permissions, select API Permissions > Add a permission > Dynamics ERP

8. Add Delegated permissions and Applications permissions as below:

9. Grant Admin consent to the App:

10. Get Client Secret: In left pane, click Certificates & Secrets > Client Secret > New Client Secret and provide details to get the client secret. Click on the Add button:

NOTE: Client secret is only visible when created, make sure to copy and save it for future use. For the Peliqan Connection, you will need to provide the client secret value.

Associate App User to CRM Environment:

As Project Operation instances are available under PowerApps, its important to associate the “Private” App we created with the Project Operations Instance.

1. Login to Admin Power Platform (https://admin.powerplatform.microsoft.com/environments) to see all Environments.
2. Select the environment in which Project Operation instance has been created.
3. Make sure to copy Environment URL as it will be used to connect to the environment in Peliqan.

4. On the right pane under Access, click on S2S apps to see all Application Users.

5. Create a New App User by clicking on New App User
• Select the “private” App created
• Provide Business Unit same as in Environment URL
• Provide Security Roles as System Administrator.
• Click on Create

Microsoft Dynamics 365 Project Operations Data Pipeline

Connecting to Project Operations

Connect Microsoft Dynamics 365 Project Operations through the Peliqan Connectivity module:

Configuration options:

• Client ID : Client ID(App ID) of the Private App from Microsoft Azure Portal
• Client Secret : Client secret of the Private App
• Tenant ID : Tenant Id of the Private App
• Resource URL : Resource URL of the Project Operation Instance
• (Optional) select tables to sync under ‘Advanced’

Click on Connect Dynamics 365 Finance and Operations(AX) to initiate the OAuth Flow and Authenticate the pipeline to perform the data sync.

Need further help

Please contact our support for any further assistance via support@peliqan.io.