Power Automate to create Project for the Web

[MickyDub]

Hi all,

I am looking to use Power Automate to create a default project (Project for the Web) with a template Project and associated tasks. I understand that Project for the web stores its data on the Common Data Service, so I am trying to use Power Automate to create records on the Project table and Project tasks table. I cannot seem to locate some of the data that I require to add a record on some of the required fields, namely the contracting unit and calendar ID.

Can anybody advise how I can retrieve this info? I appear to have gone to the correct tables but the flow errors each time it is run.

[HSheild]

Hi @MickyDub 

I am not an expert in this area but what I would do is create a couple of Projects manually and then use Advanced Find to look at the values in the Calendar ID and Contracting Unit for that Project. I suspect that the Contracting Unit will be the same value and possibly also the Calendar ID. Use those values in your Flow. This will at least give you a start.

[MickyDub]

HI @HSheild, thanks for your response. I did try that prior to posting as it seemed the logical solution. However when I posted the same calendar ID and Contracting unit the flow failed on not recognizing the resource group (and referenced the contracting unit I was using. This is what was confusing me and I am still stuck for how I can find any solution.

[HSheild]

Are you able to share a screenshot of your flow action that creates the project, and also the error message?

[MickyDub · Accepted solution]

Hi @HSheild , thanks I managed to sort. Turns out that I wasnt using the correct ID's. I used PA to reference an old record and looked back at the entries it returned. However PA CDS connection wanted the inputs slightly different. Here is an example of the end results (few digits removed):

msdyn_projects(edaf4403-7332-XXX-a813-000d3a86XXX)

Thansk for your help!!!

[Alcium]

Hi @MickyDub, sorry to relaunch this thread but I basically found no other information about automation around P4W around the web
could you screenshot what information you enter and where you get it from ?
I'm trying to create projects same as you do but I'm getting totally lost in this.
Like, where do you get the calendar ID from ?
which form does the User Name must have ?
and so on ...

Thanks

[MickyDub]

Hi Alcium,

Apologies I was on annual leave - let me try and dig out some screen shots for you if you havent resolved yet.

[Nullvalue]

hi @Alcium,

Most of the info you need can be found in the Dataverse tables :

-Project

-Work Template

-User

-Organizational Unit

using the power automate create new row(project)

project - table where Project data is stored

calendar id - i'm not 100% sure about this one but I think if you copy a calendar id from the project table in the dataverse it allows power automate to work ( when power automate runs the flow it will insert a unique calendar id)

Contracting Unit - access Organizational Unit table within dataverse switch to data and change the view to all then copy the the item in the Organizational Unit (should start something like this f34006c4-) and paste it between the brackets msdyn_projects( )

Name - unique name for the project

project manager - access the user table and copy your user (should start something like this 9b420ca0-)and again paste it between the brackets msdyn_projects( )

Work Hour Template - access the dataverse table work template copy work template (should start something like this fa4006c4-) and paste between the brackets

when you run this is power automate it should create a blank project

Hope this helps 🙂 

[MichaelSeanGuez]

Perfect!  This is the post I've been looking for!  You turned my day around!  This works great!  Thank you, thank you, thank you.