#Connect to microsoft project online how to
#Connect to microsoft project online software

In the PWA URL field, type the URL of your Project Online Project Web App site for example. On the Enter Parameters screen, in the Dataverse URL field, type the URL of your Dynamics 365 Dataverse instance you're using for Project for the web. Copy and paste the your PWA URL in the Link or File box and add вЂњ/_api/projectdataвЂќ to the end. Select the Project Power BI template file to open it in Power BI Desktop.Select Get Data, then Legacy Wizards, then From OData Data Feed (Legacy) Using this Get Data method, the table will appear as queries on the right panel.WARNING: Loading very large tables can take a long time. Note: The preview pane on the right will display a small sample of the data that is in the tables. Once finished, click Load to import the tables into the workbook. In the Navigator, click вЂњSelect multiple itemsвЂќ and choose the relevant tables to the report you are going to build.*It may ask you to authenticate using your PWA credentials. Note: Memorizing this ending to the OData feed will improve efficiency when building out reports!

Paste the copied URL in the OData Feed dialog box and add вЂњ/_api/projectdataвЂќ to the end.

From the browser, navigate to your PWA site and copy the URL through PWA as shown below.

Select Get Data, then From Other Sources, then From OData Feed. Ready-to-build project-level and portfolio-level reports and dashboards based on the new Project for the web. For example, renaming the msdyn_subject field to Project Name in the msdyn_projects table will make it easier to find next time, since thatвЂ™s what it actually represents.ДЄlso, consider removing system fields which youвЂ™re not likely to ever use in your reports, the field msdyn_replaylogheader_value being a good example. I recommend you rename the fields to something more usable and export as a Power BI Template, so the next time you go about doing a report, you already have a set of fields that are easy to identify. Take for example the msdyn_projects table: Once you add the required Entities into your Power BI dataset, the first thing youвЂ™ll notice is that the fields donвЂ™t have the most user-friendly names. Reports that contain data from Project (yes, these are their actual names): You choose? HereвЂ™s the list of the entities I found useful when building Connecting to the CDS database exposes a long list of Entities (default and custom), most of which are not relevant to Project for the web.

The entity tables will now appear in the Navigator window, where you can select both default and custom entities.

Enter your credentials (the same one you use to connect to Project for the web), then click Connect.

If you are prompted to sign-in, click Organizational account, and then click Sign In.

Here is how the URL should look like: NOTE: You will replace the with the URL of the Dynamics environment where you access the new Project app.

In the dialog box that opens, enter the OData endpoint URL in the Web API URL field and click OK.

In the Get Data list, select Online Services on the right-hand side, select the Dynamics 365 (online) option and click Connect.

#Connect to microsoft project online software

Start Power Bi Desktop and from the Home tab, click Get Data Improve visibility by integrating Microsoft Project Online with the other tools in your software delivery lifecycle using the ConnectALL Integration.Here are 5 easy steps to connect to the data using Power BI Desktop: The data from the new Project for the web is stored in the Common Data Service and can be accessed through OData.

#Connect to microsoft project online how to

How to Build Reports and Dashboards in Microsoft Project Web Connect to the data you need However, these licenses are not required in order to read Power BI reports built on Project for the web data. In order to build or customize Power BI reports on Project for the web data you will need to have a Project Plan 3 (formerly known as Project Online Professional) or Project Plan 5 (formerly known as Project Online Premium) license. NOTE : Before we get started, letвЂ™s briefly touch on licensing implications. WeвЂ™ll leave the topic of extending the functionality of the new Project through configuration for another time and focus today on how to build reports and dashboards instead. Why is this important? Well, for starters, it will require a learning curve when extending its functionality through configuration, as well as building reports and dashboards when pulling data from the CDS. Cisco delivers innovative software-defined networking, cloud, and security solutions to help transform your business, empowering an inclusive future for. Project for the web is built on the Microsoft Power Platform, which means that, unlike its predecessor, all data is stored in the Common Data Service (CDS). Project for the web marks the next chapter for Microsoft Project, providing a distinctive modern web interface and user experience for managing work of any size.