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Project on the Web - Able to 'Add this plan to a team' but it dosnt bring across the project tasks to Teams

Anonymous
2024-07-31T03:01:32+00:00

I'm trying to utilise task based chat functionality in Project on the Web by adding to Teams, however the tasks do not appear in Teams

Steps

  1. Create project in D365 Project Operations
  2. Create list of project tasks, allocate project team members etc
  3. Within D365 select "Open in Project" which opens the project task view in Project on the Web
  4. Open project task details, then under Conversation select "Add this plan to a team"
  5. Project pop up appears in Teams, select a Team to add it too, then select Set up Tab.
  6. Select Create new plan
  7. Expected result: the project I was working on in Project on the Web is now viewable in Teams, with the chat functionality available for the project tasks Actual Result: Project view is blank, no project tasks have come across

Has also encountered this issue? Is there a way to resolve this?

Microsoft 365 and Office | Project | Other | Other
Microsoft 365 and Office | Project | Other | Other

Microsoft project management software used to plan, manage, and communicate a project schedule and other information among workgroup members, project managers, and other stakeholders.

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  1. Anonymous
    2024-07-31T05:17:53+00:00

    Dear Steph,

    What you are using belongs to Microsoft Dynamics 365 and encounter an issue in your environment. Sorry for that our category may have limited resources on it.

    I suggest you post a new thread on the specific support channel Dynamics Community Forum Thread for further help.

    You can just copy and paste the post there by starting a new post.

    Introducing the New Dynamics 365 Community - A Catalyst for Collaboration and Innovation  - Microsoft Dynamics 365 Blog

    Your understanding is greatly appreciated!

    Sincerely

    Cliff | Microsoft Community Moderator

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