33

Change Requests added to existing Project Contracts rather than creating new ones

It should be possible to go through the sales cycle (Opp->Quote->Project Contract) with a change request, then at Quote Won, associate it with an existing Project Contract rather than needing to create a new Project Contract. Project Contracts can have many lines so why can't we just add whateve...

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3 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Under Review
33

Enable quote revisioning so that new versions of a quote can be created

Quote revisioning is a frequent requirement in a sales process. Users are looking for a simple way to revision their quotes, based on fine adjustments to project scopes. With revisioning, an organization's quote process has transparency and changes are documented as revisions. Revised quotes also...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Completed
Ideas Administrator

This targetting April 2022 release wave. Should land in the product before Sept 30 2022. Please keep track in the Release Plans for Project Operations here: Revision and activation of quotes - Dynamics 365 Release Plan | Microsoft Docs

24

Percentage Complete Billing

It would be great if a project manager could raise a project billing line by entering a project percentage complete. The system would then a) multiply this Percentage by the Contract Line value, then b) subtract the previously invoice amount, this would result in the amount that is to be billed. ...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Under Review
Ideas Administrator
Alan Duhamel, 
Excellent feature suggestion. Will take up for consideration in the next release wave planning. Please do solicit more votes as well. 
24

Possibility to set a starting date for the new Organizational Unit for a resource.

Currently you can only add one Organizational Unit to a Resource. When Resource is shifting from one Org. Unit to another, you cannot set a starting date. When resource is adding time this goes wrong. When you change the Org. Unit on 1/1/2021 but when resource is still adding time for 2020. Th...

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1 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Under Review
21

Raise Quote with WBS Details

It should be possible to create a quote using a detailed WBS estimate instead of creating a Project, then doing a detailed WBS estimate and copying that to the Quote.

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Under Review
Ideas Administrator
Alan,
We are hearing this more broadly as well. Will take it up for consideration in an upcoming release wave. Please continue to watch this space for updates and information. As always, we do solicity more votes on ideas as that determines which ideas get the most attention. 

Thank you again!
16

ProjOps needs its own Business Process Flow for Opportunity

Right now, ProjOps shares the OOTB Opportunity Sales Process BPF with core Sales: Installing ProjOps on top of core Sales overwrites the OSP BPF with a ProjOps specific process ribbon. While customizing OOTB BPFs is not best practice, many organizations have done so and when they install ProjOps ...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Under Review
12

Effective Labor Rate

It should be possible to use the effective labor rate functionality that exists in FinOps inside of ProjOps.

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Needs Votes
11

Contact as Customer for sales and project process in Dynamics 365 Project Operations

The problem we are trying to solve for our customer regards the creation process of quotes within the sales process. Here, we would like to be able to add contacts as well as accounts as a potential customer. Unfortunately, the field only accepts accounts as valid entries. If you would like to so...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Under Review
Ideas Administrator
Marco Göpfrich,
We are hearing this more broadly as well. Will take it up for consideration in an upcoming release wave. Please continue to watch this space for updates and information. As always, we do solicity more votes on ideas as that determines which ideas get the most attention. 

Thank you again!
9

Vendor Management and Purchase Order Creation

As a project based professional service agency, a large portion of our business is to use vendors to purchase custom project specific goods on behalf of our clients. It would really be the last missing link for our business if Dynamics could offer something like a tab on the project page that wou...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Completed
Ideas Administrator

The subcontractor onboarding and management and managing vendor invoices has been released as part of the Oct 2021 release wave. Here's the docs link: Subcontract management in Project Operations | Microsoft Docs

8

Allow changing Account / Customer in Project after billed activities have been created

When a billing activity has taken place and the wrong customer was selected within the account field you are not able to change this within the project.

The project order allows changing of the customer so new invoices will go to the right account.

But why not allow us to corre...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (18)

STATUS DETAILS
Needs Votes
Ideas Administrator
Hi,

Today the correct method for updating the account on the project is as follows:

Since we block changing the record if there are associated pending transactions, reverse all the outstanding transactions, change the account and create corrections to recreate all new transactions with the new account.

I would love to hear if this is happening a lot with customers so please upvote this item if you feel we should improve or address any part of the product in this area.

Thanks
  Steven - PM