Automated Project Task Notes in D365 Project Operations

Project Task Notes:

In Dynamics 365 Project Operations, Project Task Notes provide a streamlined way to capture and track important details and updates related to project tasks. These notes can include discussions, decisions, or any relevant information that stakeholders need to be aware of. They enhance collaboration and transparency by keeping all project-related communications centralized within the task itself, ensuring everyone involved stays informed and aligned throughout the project lifecycle.

Problem Statement:

By leveraging automation to create Project Task Notes in Dynamics 365 Project Operations, organizations can streamline their project management processes, improve communication, and ultimately deliver projects more effectively and efficiently.

For example, in my scenario, I aim to automate the creation of project tasks from a Microsoft Excel file, including task notes, to notify both the Project Manager and team members. This ensures all team members are aligned and informed throughout the project’s execution.

Solution:

The content of project task notes is stored in the “msdyn_descriptionplaintext” field of Project Task. Because this field can only be edited through Schedule APIs, updates to project task notes can be performed using Cloud Flows, Plugins, or Custom Actions. We can use “msdyn_PssCreateV1” (While creating Task) or “msdyn_PssUpdateV1” (While updating task) action to update note.

For instance, in the example below, project task notes are fetched from an Excel table and added using the “msdyn_PssCreateV1” action during the creation of a Project Task within a Cloud Flow. Similarly, the same approach can be applied for updating project task notes using the “msdyn_PssUpdateV1” action.

Conclusion:

In conclusion, the “msdyn_descriptionplaintext” field in Dynamics 365 Project Operations stores project task notes, accessible only through Schedule APIs for editing. This necessitates leveraging Cloud Flows, Plugins, or Custom Actions to update these notes effectively. By utilizing actions, organizations can streamline the management of project task notes, ensuring accurate and timely communication across project teams.