Microsoft Dynamics AX 2012 integration with Microsoft Project - white paper guidance and scenarios

Sep 12, 2026

Upload by Aurelia

Microsoft Dynamics AX 2012 R3 enables an integrated project management experience with the Microsoft Project client, supporting project creation, staffing, and bidirectional planning. The guidance covers setup requirements such as installing Microsoft Office add-ins and configuring where MPP files are stored. It explains how to publish projects from Microsoft Project into AX, derive financial cost and revenue estimates from planned work and categories, update synchronized task data, and manage scenarios including WBS templates, quotations, progress synchronization, and SharePoint integration, plus issue troubleshooting.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages21

Reading Time7 min

AccessFree to download

Scenario 1: Setup

Scenario 2: Planning a project in the Microsoft Project client and publishing the project to Microsoft Dynamics AX

Install Microsoft Office Add-ins

Configure MPP file storage location

Microsoft Dynamics AX 2012 integration with Microsoft Project In Microsoft Dynamics AX 2012 R3, you can integrate and manage a project in both Microsoft Dynamics AX and the Microsoft Project client application. This integrated experience provides customers with a more robust and efficient project management experience. This white paper presents guidance on using the integrated functionality, and also information about resolving issues that you might encounter. May 2014 White [paper](paper www.microsoft.com/dynamics/ax)[ www.microsoft.com/dynamics/ax](paper www.microsoft.com/dynamics/ax) Send feedback. Contents Microsoft Dynamics AX 2012 integration with Microsoft Project 3 Scenario 1: Setup 3 Scenario 2: Planning a project in the Microsoft Project client and publishing the project to Microsoft Dynamics AX 4 Scenario 3: Associating tasks in Microsoft Project with project categories in Microsoft Dynamics AX 7 Scenario 4: Staffing a project in the Microsoft Project client by using Microsoft Dynamics AX workers 8 Scenario 5: Creating a project in Microsoft Dynamics AX and using the Microsoft Project client to plan the project 11 Scenario 6: Opening Microsoft Dynamics AX projects from within Microsoft Project 12 Scenario 7: Creating a project quotation in Microsoft Dynamics AX and using the Microsoft Project client to create the quotation WBS 12 Scenario 8: Publishing a Microsoft Project file as a WBS template in Microsoft Dynamics AX 13 Scenario 9: Adjusting project progress and estimates in Microsoft Dynamics AX for projects that have a Microsoft Project file associated with them 13 Scenario 10: SharePoint integration scenarios 15 Store Microsoft Project files on a SharePoint implementation 15 Synchronize SharePoint online task lists with Microsoft Project tasks (Microsoft Project Client 2013 Professional is required) 16 Scenario 11: Unlinking Microsoft Dynamics AX projects from Microsoft Project files 16 Unsupported scenarios 17 Troubleshooting 17 Microsoft Dynamics AX 2012 integration with Microsoft Project This document describes the integration of Microsoft Dynamics AX Service Industries and the Microsoft Project client that is available as part of Microsoft Dynamics AX 2012 R3 . The objective of this document is to provide partners and customers with guidance on new capabilities and scenarios that are enabled. The integration with Microsoft Project provides provide customers with a more robust and efficient project management experience that includes a number of new capabilities: • Create projects and project contracts in Microsoft Dynamics AX by using the Microsoft Project client. • Staff projects in the Microsoft Project client by using Microsoft Dynamics AX workers. • Automatically derive financial cost and revenue estimates in Microsoft Dynamics AX by using planned work and categories of work specified in Microsoft Project. • Replace the work breakdown structure (WBS) of an existing project in Microsoft Dynamics AX with a Microsoft Project plan (MPP file) . • Open Microsoft Dynamics AX projects in Microsoft Project. • Create WBS templates for Microsoft Dynamics AX in the Microsoft Project. • Integrate with Microsoft SharePoint Online by creating collaboration workspaces in SharePoint Online and then synchronizing tasks lists in Microsoft Dynamics AX. • Use Microsoft Project to create the WBS of project quotations in Microsoft Dynamics AX. In the synchronization process between the two programs, the following types of data are updated: • Task name • Task start and finish • Task effort • Task duration • Resources • Project category The rest of this document provides step-by-step descriptions of the major scenarios that are enabled by the integration of these two programs, followed by a list of unsupported scenarios and a section to help you troubleshoot issues that you might encounter. Scenario 1: Setup Before you can integrate pro

FAQs

What requirements must be met to integrate Microsoft Dynamics AX 2012 with Microsoft Project?

Install the Microsoft Office Add-ins, including the Microsoft Project Client 2013 (Standard or PRO) option. Then configure the MPP file storage location in the Project management and accounting parameters form.

How do you publish a project from Microsoft Project to Microsoft Dynamics AX?

Create a new project in the Microsoft Project client, use the Dynamics AX tab to click Publish, confirm storage using the path set in AX parameters, and complete the Publish a new project form.

What data is synchronized between Microsoft Project and Microsoft Dynamics AX?

Synchronization updates task name, start and finish dates, effort, duration, resources, and the project category.

Sep 12, 2026

Upload by Aurelia