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How to Create a PSOhub Project from a Dynamics 365 Opportunity

Learn how to create a PSOhub project directly from a Dynamics 365 opportunity in three steps

Published: 18 October 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to create a new project in PSOhub directly from an existing opportunity in Microsoft Dynamics 365. Follow these steps to define a contract, set up your project structure, and assign your team.

Prerequisites

 You must have Admin, Controller, or Project Manager access in PSOhub.

Microsoft Dynamics 365 integration must be connected to your PSOhub organization.

The opportunity you want to create from must exist in Dynamics 365 and be linked to              an account.

Steps

  1. Navigate to Projects in the main menu. Click +Create project.
  2. In the creation window, click the Microsoft Dynamics 365 tile.
  3. In the Search opportunities in D365 window, type the name of the opportunity (you can enter just the first few characters) and click Search.
  4. Search for and select the opportunity you want to create the project from.

📌 Note: Only opportunities linked to an account in Dynamics 365 will appear in the                        search results.

       5.    The Let's start with your project! window opens, pre-populated with data from the selected                 opportunity.

       6.    Select a contract template to define the billing structure for this project.

💡 Tip: The project name defaults to the name of the opportunity. You can update it here            if needed.

       7.    Review and complete the fields in the right-hand pane. Click Next Step.

           8.    In the Settings step, select your Target Start Date and Expected End Date. Switch on the                       Auto Completion toggle if you want to update contract lines automatically based on task                       completion.

           9.     Click Next Step.

           10.   It's time to add your Team & Rates. You can filter by Resource, Role, and Business Unit.

    💡 Tip: You can also use the Start from a default team filter at the top or use the Recent            drop-down to retrieve teams from your most recent projects.

           11.   Select the users from the Available Resources list and click + to add them to the team. The                     selected users will appear in the Project Team field. 

           12.   Click Create Project.

    Result

    Your PSOhub project is created and linked to the Dynamics 365 opportunity. The project name, deal amount, and description are automatically inherited from the opportunity. A direct link back to the Dynamics 365 opportunity is available in the project's left panel.

    From this point, any changes to your contract, budget, and team members are tracked in the project's Activity tab and will also appear in the related opportunity's timeline in Dynamics 365.

    📌 Note: PSOhub automatically brings over the company and all associated contacts                    from Dynamics 365 when the project is created.

    Troubleshooting

    The opportunity I'm looking for doesn't appear in the search results.
    Only opportunities linked to an account in Dynamics 365 will appear. Check that the opportunity has an account associated with it in Dynamics 365 before searching again.

    I can't see the Microsoft Dynamics 365 tile when creating a project.
    The Dynamics 365 integration may not be connected to your PSOhub organization. Contact your PSOhub Admin to verify the integration is active in your settings.

    Frequently Asked Questions

    Can I create a project from a Dynamics 365 opportunity that is not yet linked to an account?
    No. PSOhub requires the opportunity to be linked to an account in Dynamics 365 before it can be used to create a project. Link the opportunity to an account in Dynamics 365 first, then return to PSOhub to create the project.

    Will changes I make in PSOhub sync back to Dynamics 365?
    Activity changes to your project — including contract, budget, and team member updates — will appear in the related opportunity's timeline in Dynamics 365. Billing and invoice data are not synced back automatically.

    Can I change the project stage after creation?
    Yes. You can update the stage at any time from the project detail view by clicking the relevant stage button from the drop-down under the project name.

    What happens if I create the project in the Proposal stage?
    No time or expense entries can be logged against the project while it is in the Proposal stage. This gives you time to complete the project setup before making it available to your team.

    Next Steps

    ✅ Start logging time against your project
    Once the project is active, your team can begin tracking time directly against the contract lines. How to Book Time on a Task in PSOhub 

    ✅ Set up your budget
    Define expected hours and costs per contract line to track project profitability from the start.
    How to Create a Detailed Budget by Role and Resource 

    ✅ Assign tasks to your team
    Build your project plan and assign tasks to team members to get work started.
    Project Plan: How to Set Up Task lists, Tasks & Milestones in PSOhub 

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