Dynamics 365与Project Online集成 [英] Dynamics 365 integration with Project Online

问题描述

对我尊敬的同行的查询：有没有办法将动态365
数据与项目在线整合？ 

使用案例：  PMO希望通过将Dynamics 365数据引入项目级别表来改进项目/项目组合报告。例如，项目所有者创建项目并将其与相应的商机关联。  相关的
字段，例如关闭日期，预订金额，地区， 等 。然后会按照计划进行同步，并且可以在PWA项目信息页面。 

PowerBI是一种解决方案，但我很想知道这两种产品是否有办法在没有外部报告依赖的情况下进行交互。 ：）  

感激不尽的任何指导！

解决方案

你好，

您可以使用自定义开发或寻找第三方解决方案，例如：

https://us.wicresoft.com/product/crm-online-integration-for-project-online/

我从来没有使用过这个集成工具，因此无法评论是否可以满足您的要求。

Paul

A query for my esteemed peers: is there a way to integrate Dynamics 365 data with Project Online? 

Use case:  a PMO wants to improve project/portfolio reporting by bringing across Dynamics 365 data into the project-level table.   For instance, a Project Owner creates a project and associates it with a corresponding Opportunity. Related fields such as close date, booking amount, territory, etc. would then sync per a schedule and be viewable in the PWA Project Information page. 

PowerBI is one solution, but I'm curious to see if there is a way for these two products to interact without an external reporting dependency. :)  

Any guidance gratefully received!

解决方案

Hello,

You could do this with custom development or look for a 3rd party solution such as: https://us.wicresoft.com/product/crm-online-integration-for-project-online/

I have never used this integration tool so can't comment if it would do exaclty what you require.

Paul

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