Parameter Setups

The below form provides option to setup the information required for customers integration from PSA (CRM) environment to Microsoft Dynamics 365 Finance and Operations.

Go to Projects+ integration > Setup > Projects+ integrations parameters > Customers

Fields available on the form are as follows:

  • Synchronize with PSA – Checkbox enables or disables the Customer integration from Project Service Automation application (PSA).
  • UI control – This checkbox controls view of Project Service Automation application (PSA) data and provided navigation to view the Project Service Automation application (PSA) data from Microsoft Dynamics 365 for Finance and Operations workspaces, Integration logs and customers form.
  • Last execution date time – Initially the Last execution date time field will be editable. After the first execution this field will not be editable and displays the recent execution date when a user runs periodic process for integrating data. Once the record is updated in the Project Service Automation application (PSA), this date will be reset to the modified date of the Project Service Automation application (PSA) record. Modified data will be fetched from Project Service Automation application (PSA), from last execution date time to the current system date time.
  • Number sequence type – Provides the option to use the number sequence for customers either from Microsoft Dynamics 365 for Finance and Operations number sequence or from Project Service Automation application (PSA). Since we don’t have the customer ID’s\numbers on the Project Service Automation application (PSA), please use this as AX to avoid the errors.
  • Customer Group – Customer Group is not available in Project Service Automation application (PSA), so the parameter has been added where the user can setup a default value, which could be used during integration process.

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