How to Use MS Project to Manage Schedule (WBS)? (Episode 13)

Prerequisites

To be able to use MS Project to manage Schedule (WBS), there are certain prerequisites:

Process

  • Open MS Project.
  • If you have installed the Add-in, you will see a tab Project Service. Open the tab.
  • Click Connect to connect to your D365 environment. If you are connecting for the first time it will ask for your credentials.

  • Once you provide the credentials and have successfully connected, you will notice that the Connect button is greyed out and other buttons (Publish, Read, etc.) are activated.
  • Click Read, PSA Project.

  • From the list of available project, select the project to read. Click Link project plan to Project Service Automation, if you want to manage schedule from MS Project.

  • No , you can manage the schedule in MS Project and use its various functions. Once you have made the changes you can click Publish, you sync the changes in D365 Project.

  • Note that the Schedule in D365 will be read-only in that case. This is because the link that has been established between D365 project and MS Project.

  • You cans use Unlink option in MS Project to remove the link and then you will be able to edit in D365.

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