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Project to CRM integration RRS feed

  • Question

  • I need to integrate Project 2010/2013 into CRM 2011. I want to create a project with resources (people and equipment) and then I want that information to show up in CRM as an allocated resource so I can run it through our routing and scheduling system.
    Tuesday, January 29, 2013 12:41 PM

All replies

  • You can use Project Server reporting database to get the information. Its upto you how you fetch the data. To be precise, you can get the information from the following view, by looking into their data you can easily find the reference between them.

    MSP_EpmProject_UserView

    MSP_EpmTask_UserView

    MSP_EpmAssignment_UserView

    Hope this helps,


    Thanks, Kashif

    Wednesday, January 30, 2013 10:28 AM
  • Hi there--

    Kashif has already explained it & I hope the below article by Christophe will be helpful:
    http://blogs.msdn.com/b/chrisfie/archive/2010/10/18/integrating-project-server-2010-with-line-of-business-applications.aspx

    Thanks,


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Monday, February 4, 2013 6:56 AM