Data sync between Dynamics 365 for Operations and MS Project client for non standard field such as custom notes and oters
Data Synchronization:
- Synchronize the Note field between D365 and MS Project.
- Business Reason: Data in custom columns gets discarded other than the standard columns that are already baked into Dynamics 365. We use these fields for notes when sharing inter-agency and ...
STATUS DETAILSUnder Review
No edit of Budget revision amount with entries in details
On original Project budget when you have lines in 'Details', the field 'Original budget' is greyed out because the lines in details populates the total showing in field 'Original budget'.
However in Budget revision you are able to edit field 'Revision amount' when you have lines in 'Det...
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft
Worker image missing on Resource Availability
Worker image missing on Resource Availability form. Can you please enable image on form.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely, Annette Bruer, PM
Microsoft
Polish credit note functionality in Project management and accounting module
In Polish legal entity there is a functionality for Polish credit note in Sales ledger on Sales Orders.
However, it is missing for Project sales invoices in PMA module. The same functionality should be extended for project sales invoices and credit notes. All Polish credit not...
'All subprojects' will copy to Subproject(s) all the information from Parent project, instead of just what was changed
When subproject is created, and then Parent project has one Financial Dimension changed, the "All subprojects" option will copy all other financial dimensions from Parent project to all subprojects. If specific field modified in parent project, this should update only that specific field for su...
Committed costs are not generated from project Purchase order
Committed costs are not generated from project Purchase order linked to Item requirement when stock item is used. It would be of great benefit for our customers to have this implemented in the core functionality of F&O
Ability to direct Project Accrual Posting
Ability to direct Project accrual posting based on Project Category. Currently, configurations done with either the Inventory or Procurement Categories direct the accrual account postings and are ambiguous to of the accrual is related to a Project. Suggesting that Project Group could be lever...
Link to Employee Record from Project Validation Resource Assignments
The resource ID and/or name should link to the employee record on the project validation resource assignments page. This will make it more consistent with the rest of the system and allow for direct access to the employee record for assigning categories and the like.
Wrong tax group on a sales order from a T&M project with multiple funding sources
Microsoft has made available a new functionality to create a sales order from a time and material project with multiple funding sources on a project contract. - These customers have each a different customer tax group.- The general parameter setting on the project module for Project Sales Tax i...
Capability to add Resources to Shifts and Relative Work Days
Idea is to be able to set Work Hours and Working Days based on multiple shifts and Relative Working Days 1. Let's say Resource A is working from Shift A for a few weeks and is then supposed to be put on shift. I believe these can be different Work Hours Templates. However, should be able to be pu...
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kim Nelson
PM, Microsoft