Dynamics 365 Project operation integration with dynamics 365 business central
Dynamics 365 Project operation integration with dynamics 365 business central. Nowadays dynamics 365 business central is also in high demand along with Project Operation.
Enable selection of Financial Dimensions in Proj Ops from FinOps
When creating Projects/Project Contract Lines, Quotes etc. It would be very beneficial to be able to select the Financial Dimensions that you want to apply. Without this a user needs to complete the project setup in both ProjOps and FinOps. Thank you
Project Operation will not synchronize the closed project status to FO.
Projects are integrated to F&O with the fixed "InProcess" stage value and this value does not get changed when project gets closed in Project Operation. And it causes that the project is closed in PO\CE, but in FO is still open. And there is no option to set the Project as Finished in F&O also if...
The settings to designate specific price list beforehand when creating quote records with Dual-Write configuration
On Project Operations, when the org is configured with Dual-Write, sometimes unintentional price list is set to the field (PriceLevelId) on creating quote records.
This behavior stems from that the PriceLevelId field is automatically set by default onload JS depending on SQL GUID sort sc...
We have investigated and are fixing this as bug so declining this as an idea or a feature ask.
Class that could be run to readd default roles to MS users if they are missing
Symptom: System Administrator role from the MS user DataIntServiceUser in the Production environment has been removed, causing disruption in the dual write integration. The issue of missing roles on the MS user is crucial for system functionality.
Cause: it seems that this is ...
Tools to migrate project data in F&O so that dual-write can be enabled
We have existing project data in our F&O environment. This blocks us from being able to enable dual-write with CE environment for Project Operations. We desperately need a way to move forward with dual-write.
Conditional Sync in Dual Write
Conditional syncing of data between Project Operations and Finance and Operation and vice versa. Multiply customers are asking for the same within dual write. In this, there should be some provision to define some condition in dual write so that on fulfillment data must sync via dual write.
Dual Write analytics: Dual Write Monitoring Tool/monitoring report
Dual Write analytics
It will be really useful, if we have a Monitoring/analytics Tool for Dual write similar to Power Automate analytics. This should be able to scheduled and proactively provides the detail for Errors and warning around Dual write Mappings ...
Account Merge not working in Dynamics 365 CE as we have integration with F&O
We are trying to Merge the accounts using OOB functionality in Dynamics 365. However, we are not able to merge the account in CE environment as the records are synced with F&O due to this while we are trying to merge the account getting the below error.
we are able to merge th...
Data Archiving for Project Operations
The financial records involved in Project Operations (e.g. actuals and transaction origins) get massive in Dataverse database size. Long-Term Retention can archive these records on the Dataverse itself, but the corresponding archive functionality on the ERP side does not have a "functional sce...
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