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Automate Project Assignment in Dynamics 365 Using Power Automate and Power Apps

Inogic Profile Picture Inogic 1,291 Moderator

This blog demonstrates how to automate project assignments in Microsoft Dynamics 365 using Microsoft Power Automate and Power Apps Code Apps, where unassigned projects are retrieved from Dataverse and automatically assigned to developers based on project scale and developer skill level.

Business Scenario

An IT services company manages multiple software development projects across different technologies and business domains. Since projects vary in complexity, scope, and business impact, the organization needs an efficient way to distribute projects among developers based on their experience and skill level.

The organization follows a scale-based project assignment strategy:

Project ScaleAssigned To
HighProfessional Developers
MediumIntermediate Developers
LowFresher Developers
High-scale projects are usually handled by experienced professional developers because they involve enterprise-level architecture, complex integrations, critical business requirements, and larger implementation efforts. Medium-scale projects are assigned to intermediate developers, while low-scale projects are allocated to fresher developers for faster execution and learning opportunities.

Previously, project managers manually reviewed and assigned projects inside Microsoft Dynamics 365, which was time-consuming and often caused delays in project allocation and resource management... Read More

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