Project Dataverse Sync — Getting Started

This guide walks you through installing the add-in, connecting to Dataverse, and publishing your first Microsoft Project file. It takes roughly 10–15 minutes.

Step 1 — Install the add-in

Open ProjectSyncDataverse.vsto in Microsoft Edge to install the add-in directly.
After installation completes, open (or restart) Microsoft Project.
A Project Dataverse Sync tab should appear in the ribbon.

If the tab does not appear, go to File → Options → Add-ins → Manage and make sure ProjectSync Dataverse Add-In is enabled.

Step 2 — Activate your license

In the ribbon, click Manage License (Licensing group).
Click Manage License Online to open app.pdms.io and follow the purchase or activation steps.
If your administrator has provided a license.pds file instead, click Load License From File and select it.
The Licensing group in the ribbon will show Licensed or your trial countdown once active.

Open the .mpp file you want to sync with Dataverse.
Click Mappings in the ribbon (Options group) to open the Config panel.
Click Login and authenticate with your Microsoft 365 account.
A browser window opens for the standard Azure AD sign-in flow.
After sign-in, select your Dataverse environment from the dropdown.
The add-in loads the available tables from that environment.

Step 4 — Configure field mappings

Once an environment is selected, the Table Mappings section appears with eight tabs — Project, Tasks, Resources, Team Members, Assignments, Dependencies, Baselines Data, and Timephased Data.

For a quick start, you only need the Project and Tasks tabs:

On the Project tab, choose the Dataverse table that represents a project record (e.g. msdyn_project for Project Operations, or your custom table).
On the Tasks tab, choose the table that stores task records.
Add field mappings for each tab by clicking + Add mapping and pairing a Microsoft Project field with a Dataverse column.
If your Dataverse column names match the Project field names, click the table name — the add-in will attempt to auto-map matching fields.
If you plan to sync timephased rows, open Timephased Data and choose a Grouping value (Daily, Weekly, or Monthly) before your first publish.

Tip: If your Dataverse administrator has set up a default configuration, click Load Mappings from Dataverse Config to load pre-built mappings instantly and skip manual setup.

Mappings are saved automatically when you close the panel or navigate away.

Step 5 — Publish your project

Click Publish in the ribbon (Sync group).
Select or create a Dataverse project record:
- Existing projects tab — type in the search box to find a record and click it to select it.
- New Project tab — enter a name (defaults to your MPP file name) and click Create.
Publishing starts immediately. A progress panel shows each step:
- Validation → Loading Metadata → Project Info → Resources → Tasks → Dependencies → Team Members → Assignments → Baselines → Timephased Data → Finalizing
When the panel shows Done, your project data is in Dataverse.

The Publishing Baselines step is skipped silently unless you have configured baseline mappings under Mappings → Baselines Data. See the User Guide → Baselines section for details.

If any non-fatal issues occur during publishing, they appear in the Warnings section. Expand a warning to read the detail.

What's next?

Task	Where to go
Re-publish after making changes in Project	Click Publish in the ribbon again
Pull changes made in Dataverse back into the MPP file	Get Updates in the ribbon
Run Publish and Get Updates together	Synchronize in the ribbon
Configure the order of Publish / Get Updates passes	Mappings → Advanced Options → Synchronization Order
Set per-field sync direction (upload, download, both)	Mappings → field row → direction selector
Change which Dataverse record is linked	Mappings → Disconnect Project, then publish again
Add more field mappings (resources, assignments, etc.)	Mappings → remaining mapping tabs
Publish saved baseline snapshots to Dataverse	Mappings → Baselines Data tab (see User Guide → Baselines)
Sync timephased rows (task, assignment, team member)	Mappings → Timephased Data tab (see User Guide → Timephased Data)
Sync lookup table values between Project and Dataverse	Synchronize Lookup Tables in the ribbon
Add or update project team members from Dataverse	Build Project Team in the ribbon
Save a local copy of a Project Online / Server plan for syncing	Download MPP Clone in the ribbon
Change publish UI mode (window / task pane / background)	Options in the ribbon