Dynamics 365 Project Operations: How to efficiently apply multiple large project task templates with custom fields (up to 3,000 tasks) to a single project?

Preisinger, Christoph (SI IT VC PES ESO) 5 Reputation points
2026-06-26T21:34:37.3966667+00:00

Environment: Dynamics 365 Project Operations Core

Scenario:

We have multiple project task templates that need to be applied to a single project, sometimes the same template applied more than once. Our use cases can require up to several hundred tasks in total across all applied templates.

Problem:

We've evaluated the two available approaches but both have blockers:

Copy Project API (CopyProjectV3/V4): Only supports copying an entire project once to a target. It does not allow applying a second template to an already active project, as the target must be brand new with no prior activity.

Project Schedule Engine API (Operation Sets): Has the following limitations:

~200 operations per execution (tasks, labels, checklists, dependencies), effectively restricting usage to ~40 tasks per call

Operation Sets are not cleaned up on failure, blocking future executions due to the 10 Operation Sets per user limit

Question:

What is the recommended approach to efficiently apply multiple large project task templates with custom fields (potentially up to several hundred tasks) to a single project in Dynamics 365 Project Operations, given the above constraints? Are there patterns such as batching Operation Sets with cleanup logic, using background jobs, or alternative APIs that are recommended for this scale?

Any guidance, workarounds, or architectural patterns would be greatly appreciated. Thank you!

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. Ryan-N 15,565 Reputation points Microsoft External Staff Moderator
    2026-06-26T22:04:02.5966667+00:00

    Hi Preisinger,

    Welcome to the Microsoft Q&A forum.

    Thank you for sharing the detailed information.

    However, my current scope of support is primarily focused on Microsoft 365 products, while the issue you are experiencing is related to Microsoft Dynamics 365. I want to ensure that you receive the most accurate and effective assistance possible. For this reason, I recommend posting your question in the Dynamics 365 Community forum:

    Find Answers | Microsoft Dynamics 365 Community

    There, you will have the opportunity to receive guidance from subject matter experts who specialize in Dynamics 365. In addition, community members and partners who actively participate in the forum may be able to share valuable insights and experiences related to your scenario.

    I apologize for referring you to another community. However, since the scope of this forum is primarily focused on Microsoft 365, my knowledge of Dynamics 365 is limited. Directing you to the appropriate support channel will help ensure that you receive the most accurate and timely assistance for your issue.

    If you have any questions or need further assistance, please feel free to share them in the comments on this post so I can continue to support you.

    I look forward to continuing the conversation.

    Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread. 

     

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