Portfolio and Roadmap
Portfolio and Roadmap Connector
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Power Automate | Standard | All Power Automate regions except the following: - US Government (GCC) - China Cloud operated by 21Vianet |
Power Apps | Standard | All Power Apps regions except the following: - US Government (GCC) - China Cloud operated by 21Vianet |
Connector Metadata | |
---|---|
Publisher | Microsoft |
Portfolio and Roadmap
- Actions
- Definitions
This connector was previously know as Project Roadmap connector. This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Power Automate | Standard | All Power Automate regions except the following: |
- US Government (GCC) | ||
- China Cloud operated by 21Vianet | ||
Power Apps | Standard | All Power Apps regions except the following: |
- US Government (GCC) | ||
- China Cloud operated by 21Vianet |
| Publisher | Microsoft |
This operation is used to retrieve the PortfolioLink associated with a portfolio in a Roadmap. This object contains information about the external project that this portfolio is linked to.
This operation is used to retrieve all the RoadmapItemLinks associated with a portfolio in a Roadmap. RoadmapItemLinks contain information about the external tasks that are imported in this portfolio.
This operation is used to update the PortfolioLink associated with a portfolio in a Roadmap.
This operation is used to update a RoadmapItemLink.
Operation ID: GetPortfolioLink
This operation is used to retrieve the PortfolioLink associated with a portfolio in a Roadmap. This object contains information about the external project that this portfolio is linked to.
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name | organization | True | string | Name of Dynamics 365 organization like Contoso |
Portfolio Id | portfolioid | True | guid | Id of the Portfolio connected to an external project |
Object describing external project linkage information for a Portfolio
PortfolioLink
Operation ID: GetRoadmapItemLinksForPortfolio
This operation is used to retrieve all the RoadmapItemLinks associated with a portfolio in a Roadmap. RoadmapItemLinks contain information about the external tasks that are imported in this portfolio.
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name | organization | True | string | Name of Dynamics 365 organization like Contoso |
Portfolio Id | portfolioid | True | guid | Id of the Portfolio connected to an external project |
List of RoadmapItemLinks
RoadmapItemLinks
Operation ID: UpdatePortfolioLink
This operation is used to update the PortfolioLink associated with a portfolio in a Roadmap.
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name | organization | True | string | Name of Dynamics 365 organization like Contoso |
Portfolio Id | portfolioid | True | guid | Id of the Portfolio connected to an external project |
id | id | string | Id of the PortfolioLink | |
portfolioItemId | portfolioItemId | guid | Id of the portfolio item associated with this link | |
externalProjectId | externalProjectId | string | Id of the project in the external tool | |
externalProjectName | externalProjectName | string | Name of the project in the external tool | |
externalUrl | externalUrl | string | Url of the project in the external tool | |
refreshErrorCode | refreshErrorCode | integer | Errorcode for refresh errors occuring during scheduled refresh | |
refreshError | refreshError | string | Error description occuring during scheduled refresh | |
refreshStartDate | refreshStartDate | date-time | Latest refresh start time | |
refreshEndDate | refreshEndDate | date-time | Latest refresh end time | |
refreshStatus | refreshStatus | integer | Last refresh operation status |
Object describing external project linkage information for a Portfolio
PortfolioLink
Operation ID: UpdateRoadmapItemLink
This operation is used to update a RoadmapItemLink.
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name | organization | True | string | Name of Dynamics 365 organization like Contoso |
Portfolio Id | portfolioid | True | guid | Id of the Portfolio connected to an external project |
RoadmapItem Id | roadmapitemid | True | guid | Id of the RoadmapItem parent of the roadmap item link to be updated |
id | id | string | Id of the RoadmapItemLink | |
roadmapItemId | roadmapItemId | string | Id of the parent roadmap item that this link is associated with | |
externalProjectId | externalProjectId | string | Id of the project in the external tool that is linked with the parent portfolio of this link | |
externalTaskId | externalTaskId | string | Id of the task in the external tool that is associated with this link | |
externalName | externalName | string | Name of the task in the external tool | |
externalUrl | externalUrl | string | Url of the task in the external tool | |
externalStartDate | externalStartDate | date-time | Start date of the task in the external tool | |
externalDueDate | externalDueDate | date-time | Due date of the task in the external tool | |
refreshErrorCode | refreshErrorCode | integer | Errorcode for refresh errors occuring during scheduled refresh | |
refreshError | refreshError | string | Error description occuring during scheduled refresh |
Object describing external task linkage for a single item under a portfolio.
RoadmapItemLink
Object describing external project linkage information for a Portfolio
Name | Path | Type | Description |
---|---|---|---|
id | id | string | Id of the PortfolioLink |
portfolioItemId | portfolioItemId | guid | Id of the portfolio item associated with this link |
externalProjectId | externalProjectId | string | Id of the project in the external tool |
externalProjectName | externalProjectName | string | Name of the project in the external tool |
externalUrl | externalUrl | string | Url of the project in the external tool |
refreshErrorCode | refreshErrorCode | integer | Errorcode for refresh errors occuring during scheduled refresh |
refreshError | refreshError | string | Error description occuring during scheduled refresh |
refreshStartDate | refreshStartDate | date-time | Latest refresh start time |
refreshEndDate | refreshEndDate | date-time | Latest refresh end time |
refreshStatus | refreshStatus | integer | Last refresh operation status |
Object describing external task linkage for a single item under a portfolio.
Name | Path | Type | Description |
---|---|---|---|
id | id | string | Id of the RoadmapItemLink |
roadmapItemId | roadmapItemId | string | Id of the parent roadmap item that this link is associated with |
externalProjectId | externalProjectId | string | Id of the project in the external tool that is linked with the parent portfolio of this link |
externalTaskId | externalTaskId | string | Id of the task in the external tool that is associated with this link |
externalName | externalName | string | Name of the task in the external tool |
externalUrl | externalUrl | string | Url of the task in the external tool |
externalStartDate | externalStartDate | date-time | Start date of the task in the external tool |
externalDueDate | externalDueDate | date-time | Due date of the task in the external tool |
refreshErrorCode | refreshErrorCode | integer | Errorcode for refresh errors occuring during scheduled refresh |
refreshError | refreshError | string | Error description occuring during scheduled refresh |
List of RoadmapItemLinks
Name | Path | Type | Description |
---|---|---|---|
value | value | array of RoadmapItemLink | An array of RoadmapItemLinks |
Get Portfolio |
This operation is used to retrieve the PortfolioLink associated with a portfolio in a Roadmap. This object contains information about the external project that this portfolio is linked to. |
Get Roadmap |
This operation is used to retrieve all the RoadmapItemLinks associated with a portfolio in a Roadmap. RoadmapItemLinks contain information about the external tasks that are imported in this portfolio. |
Update Portfolio |
This operation is used to update the PortfolioLink associated with a portfolio in a Roadmap. |
Update Roadmap |
This operation is used to update a RoadmapItemLink. |
This operation is used to retrieve the PortfolioLink associated with a portfolio in a Roadmap. This object contains information about the external project that this portfolio is linked to.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name
|
organization | True | string |
Name of Dynamics 365 organization like Contoso |
Portfolio Id
|
portfolioid | True | guid |
Id of the Portfolio connected to an external project |
Returns
Object describing external project linkage information for a Portfolio
- Body
- PortfolioLink
This operation is used to retrieve all the RoadmapItemLinks associated with a portfolio in a Roadmap. RoadmapItemLinks contain information about the external tasks that are imported in this portfolio.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name
|
organization | True | string |
Name of Dynamics 365 organization like Contoso |
Portfolio Id
|
portfolioid | True | guid |
Id of the Portfolio connected to an external project |
Returns
List of RoadmapItemLinks
- Body
- RoadmapItemLinks
This operation is used to update the PortfolioLink associated with a portfolio in a Roadmap.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name
|
organization | True | string |
Name of Dynamics 365 organization like Contoso |
Portfolio Id
|
portfolioid | True | guid |
Id of the Portfolio connected to an external project |
id
|
id | string |
Id of the PortfolioLink |
|
portfolioItemId
|
portfolioItemId | guid |
Id of the portfolio item associated with this link |
|
externalProjectId
|
externalProjectId | string |
Id of the project in the external tool |
|
externalProjectName
|
externalProjectName | string |
Name of the project in the external tool |
|
externalUrl
|
externalUrl | string |
Url of the project in the external tool |
|
refreshErrorCode
|
refreshErrorCode | integer |
Errorcode for refresh errors occuring during scheduled refresh |
|
refreshError
|
refreshError | string |
Error description occuring during scheduled refresh |
|
refreshStartDate
|
refreshStartDate | date-time |
Latest refresh start time |
|
refreshEndDate
|
refreshEndDate | date-time |
Latest refresh end time |
|
refreshStatus
|
refreshStatus | integer |
Last refresh operation status |
Returns
Object describing external project linkage information for a Portfolio
- Body
- PortfolioLink
This operation is used to update a RoadmapItemLink.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name
|
organization | True | string |
Name of Dynamics 365 organization like Contoso |
Portfolio Id
|
portfolioid | True | guid |
Id of the Portfolio connected to an external project |
RoadmapItem Id
|
roadmapitemid | True | guid |
Id of the RoadmapItem parent of the roadmap item link to be updated |
id
|
id | string |
Id of the RoadmapItemLink |
|
roadmapItemId
|
roadmapItemId | string |
Id of the parent roadmap item that this link is associated with |
|
externalProjectId
|
externalProjectId | string |
Id of the project in the external tool that is linked with the parent portfolio of this link |
|
externalTaskId
|
externalTaskId | string |
Id of the task in the external tool that is associated with this link |
|
externalName
|
externalName | string |
Name of the task in the external tool |
|
externalUrl
|
externalUrl | string |
Url of the task in the external tool |
|
externalStartDate
|
externalStartDate | date-time |
Start date of the task in the external tool |
|
externalDueDate
|
externalDueDate | date-time |
Due date of the task in the external tool |
|
refreshErrorCode
|
refreshErrorCode | integer |
Errorcode for refresh errors occuring during scheduled refresh |
|
refreshError
|
refreshError | string |
Error description occuring during scheduled refresh |
Returns
Object describing external task linkage for a single item under a portfolio.
- Body
- RoadmapItemLink
Object describing external project linkage information for a Portfolio
Name | Path | Type | Description |
---|---|---|---|
id
|
id | string |
Id of the PortfolioLink |
portfolioItemId
|
portfolioItemId | guid |
Id of the portfolio item associated with this link |
externalProjectId
|
externalProjectId | string |
Id of the project in the external tool |
externalProjectName
|
externalProjectName | string |
Name of the project in the external tool |
externalUrl
|
externalUrl | string |
Url of the project in the external tool |
refreshErrorCode
|
refreshErrorCode | integer |
Errorcode for refresh errors occuring during scheduled refresh |
refreshError
|
refreshError | string |
Error description occuring during scheduled refresh |
refreshStartDate
|
refreshStartDate | date-time |
Latest refresh start time |
refreshEndDate
|
refreshEndDate | date-time |
Latest refresh end time |
refreshStatus
|
refreshStatus | integer |
Last refresh operation status |
Object describing external task linkage for a single item under a portfolio.
Name | Path | Type | Description |
---|---|---|---|
id
|
id | string |
Id of the RoadmapItemLink |
roadmapItemId
|
roadmapItemId | string |
Id of the parent roadmap item that this link is associated with |
externalProjectId
|
externalProjectId | string |
Id of the project in the external tool that is linked with the parent portfolio of this link |
externalTaskId
|
externalTaskId | string |
Id of the task in the external tool that is associated with this link |
externalName
|
externalName | string |
Name of the task in the external tool |
externalUrl
|
externalUrl | string |
Url of the task in the external tool |
externalStartDate
|
externalStartDate | date-time |
Start date of the task in the external tool |
externalDueDate
|
externalDueDate | date-time |
Due date of the task in the external tool |
refreshErrorCode
|
refreshErrorCode | integer |
Errorcode for refresh errors occuring during scheduled refresh |
refreshError
|
refreshError | string |
Error description occuring during scheduled refresh |
List of RoadmapItemLinks
Name | Path | Type | Description |
---|---|---|---|
value
|
value | array of RoadmapItemLink |
An array of RoadmapItemLinks |