Microsoft Dynamics 365 (D365) Project Operations is a comprehensive cloud-based business and project management application. It incorporates all required procedures of an organization into one system providing one with features like Project Sales Management, Time and Expense management, Resource Planning, Price-List Management, Billing, etc which collectively improves workflow and project predictability.

This article provides an overview to get started with the Microsoft Dynamics 365 Project Operations connector in Peliqan. Please contact support if you have any additional questions or remarks.

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Before Connecting to Dynamics 365 Project Operations

Create a “Private” App in Azure

In order to connect Project Operations in Peliqan, you have to create an app in Azure Portal. This is a so called “private” app. After entering all the details in Peliqan (client id, client secret, tenant id) etc. Peliqan will start syncing your data.

1. Login to Azure Portal Account and click on App Registrations (or search for App Registrations):

1. Click on New Registration to register a single tenant application:

1. Provide details and click on Register:

1. On Overview, make sure to copy ClientId and TenantId: