1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Activities

Create project
Application task

Use a project as the basis for each integration.

For each project, you can also define the subprojects. You can use the subproject functionality to run multiple projects at once. The subprojects are run after you run the project. You can, for example, use subprojects for data migration. In this case, you set up a separate project for each applicable D365 FO module, for example, Sales and marketing, Procurement and sourcing, and Production control. Also, set up an 'umbrella' project and link the module-specific projects to it as subprojects. To run the data migration, you run the 'umbrella' project and all subprojects are automatically run as well.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click +Projects.
3. Define a meaningful name for the project. For example, if you use the project to set up a sales integration with an external system, use 'Sales integration' as the project name.
  In the Project field, type a value.
4. You can define the user who is the owner of the project.
  In the User ID field, enter or select a value.
5. In the Note field, type a value.
6. Define the purpose of the project. For integrations and data migrations, the purpose is Standard.
If you use the project for EDI studio or MDM studio, choose the purpose accordingly.
  In the Purpose field, select an option.
7. Sub-task: Define subprojects.
  7.1 Expand the Run subproject section.
  7.2 Click New.
  7.3 In the Subproject field, enter or select a value.
 

Note: The sequence in which the subprojects are run can be important. Use the Move up and Move down buttons to change the subproject sequence.
  7.4 Define the action to be done if the main project is run:
- Run: The subproject is run when the main project is run.
- Skip: The subproject is not run when the main project is run.
  In the Action field, select an option.
Related to Notes

Define project

 		 

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