The WBS integration option provides users the ability to integrate WBS data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. To integrate work breakdown structure created in Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations, projects need to be integrated first to avoid the unnecessary errors of projects not found for the imported work breakdown structures.
When the user would like to create a work breakdown structure available for different projects in Project Service Automation application (PSA) into the Microsoft Dynamics 365 for Finance and Operations, users have to run the WBS integrations either for an individual record or using batches.
