Integrated Data

Dynamics 365 Project Operations

What this page covers: A complete reference mapping every Dynamics 365 Project Operations field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.


Integration type	Cloud (Dataverse API)
Setup complexity	Moderate
Prerequisite	Project Operations Integration Setup

How Data Flows

Project Operations (Dataverse API) → Mosaic Sync Engine (field mapping) → Mosaic (7 synced data types)

The integration uses the Dataverse API to access data from Project Operations. Mosaic syncs employees, clients, projects, phases, time entries, roles, and role rates on a scheduled basis.

Integrated Data Types

The integration syncs 7 data categories from Project Operations into Mosaic:

#	Data Type	Description
1	Employees	User records with names, emails, and titles
2	Clients	Customer account records
3	Projects	Project records including name, fee, and customer
4	Phases	Project task breakdowns under projects (includes task number, fees, start/end dates)
5	Time Entries	Time logged against projects and tasks with duration and descriptions
6	Roles	Bookable resource categories
7	Role Rates	Pricing associated with resource category price levels

This list may expand as new features are added.

Reading the Field Mapping Tables

Symbol legend for technical tables

The Technical Reference tabs below use a shorthand notation for Dataverse API sources. Read this legend before reviewing the mappings.

Symbol	Meaning	Example
`.`	Dataverse entity field reference	`msdyn_project.msdyn_subject` = the msdyn_subject field from the msdyn_project entity

Detailed Field Mappings

Employees

What Syncs to Mosaic	Where It Comes From in Project Operations
First Name	The user's first name
Last Name	The user's last name
Email	The user's primary email address
Role	The user's title

Clients

What Syncs to Mosaic	Where It Comes From in Project Operations
Client Name	The customer account name

Projects

What Syncs to Mosaic	Where It Comes From in Project Operations
Project Title	The project name
Fee	The project contract total
Client	The customer linked to the project

Phases

What Syncs to Mosaic	Where It Comes From in Project Operations
Phase Title	The project task name
Phase Number	The task number
Phase Fee	The task contract amount
Start Date	The scheduled start date of the task
End Date	The scheduled end date of the task

Time Entries

What Syncs to Mosaic	Where It Comes From in Project Operations
Date	The date of the time entry
Hours	The duration of the time entry
Project	The project the time was logged against
Phase	The project task the time was logged against
Description	The time entry description
Employee	The employee who logged the time

Roles

What Syncs to Mosaic	Where It Comes From in Project Operations
Role Name	The bookable resource category name

Role Rates

What Syncs to Mosaic	Where It Comes From in Project Operations
Rate Amount	The price from the resource category price level

Unsupported Data Sources

Changing field names in Mosaic to match custom labelling in Project Operations
Integrating Data Types that are not explicitly listed in the Project Operations Integration Documentation

Please Note:

If there is a data endpoint not listed in this documentation and it is required for your integration, it will be a customization, charged at an hourly rate. For more information, see Integration Requests.

Project Operations Documentation Links

A consolidated reference of all Dynamics 365 Project Operations documentation referenced in this guide:

Topic	Link
Project Operations Overview	Project Operations Documentation
System User (Dataverse)	SystemUser Table
Account (Dataverse)	Account Table
Project Tracking	Project Tracking Overview
Project Tasks (WBS)	Create WBS
Time Entry	Time Entry Overview
Pricing & Costing	Price List Setup