You can synchronize fields between ‘Project Operations projects’ and ‘Marketing projects’ using a configurable Relationship Mapping table. This table lets you define which fields, whether standard or custom, should be mapped and kept in sync across both project types.
With this integration in place, creating a project in Project Operations can automatically trigger the creation of a corresponding Marketing project. All mapped fields are transferred during this process, eliminating manual data entry and streamlining project setup across departments.
Configuration
- Navigate to Advanced Settings > Power Platform Environment Settings > Customization > Customize the System.
- Once the Solution is open, go to the target table: Project(Marketing Project).
- Expand the table and select the N:1 Relationships section.
- Click on + New Many-to-One Relationship.
- In the Relationship Definition section:
- Set the Primary Entity as the source table: Project(ProjOps Project).
- The Related Entity will automatically populate as Project(Marketing Project).
- The Name field will be auto-generated in the format:
schema_name_of_targettable_schemanameofprimaryentity,
e.g., vs360_msdyn_project_vs360_job_project.
- Under the Lookup Field section:
- Set the Display Name (ideally the same as the Primary Entity name), e.g., Project(ProjOps Project).
- The Name field will reflect the schema name of the Primary Entity, e.g., vs360_project.
- Click Save to create the relationship. The relationship will now appear as “Project(ProjOps Project) to Project(Marketing Project)”.
Define Field Mappings
- Navigate to the Mappings area within the same relationship.
- Click + New to open the Create Field Mapping dialog box.
- Select the appropriate source field from Project(ProjOps Project) and the corresponding target field from Project(Marketing Project).
- Click OK to save the mapping. The view will now display the mapping details, including the schema names and display names of both source and target fields.
Go to Project Operations App > Projects > Projects
Projects in Project Operations:
Go to AEC360 App > AEC360 > Project Center > Projects
Marketing Projects:
