12

Possibility to extract project tracking views in Excel

Customer would like to have the feature to extract project tracking view in Excel.

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (473)

STATUS DETAILS
New
12

"Expand all" option should remain selected when changing the view from Cost estimates to Scheduling and going back to Cost estimates

In WBS task when selecting Expand all option from the “Expand to” filter in Cost estimates view and switch the view to Scheduling and back to Cost estimates, the entries should remain all expanded instead of partially expanded.

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (473)

STATUS DETAILS
New
12

project sales agreement on sales order inconsistency

When you attach a sales agreement (for discounts) to a project you can only get a sales order that combines the price group on the project with the discounts, by starting from 'all sales orders' form in Sales and marketing and selecting the sales agreement. When you start from the project >...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

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 

12

Integrate Microsoft Planner with Dynamics 365 for Operations for Task communication/Collaboration

In Dynamics 365 For Operations, once you create the project plan (WBS) and schedule workers, there is not effective way to have the projects team to communicate and collaborate on the tasks in real time.

Integrating Dynamics 365 Operations Project WBS with Microsoft Planner, will be a v...

Read more...

1 Comments

Read more... 1 Comments

Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

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

11

Entity ProjectContractLine is not updating properly the values in the billing rule when used by Excel Add-In

When customer is updating ProjectContractLine by using Excel Addin, the contract value of the billing rule is going back to 0 when in fact only the Financial Dimension was amended. Example: When Department X won't exist anymore, another department will be included and therefore, every Departmen...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (473)

STATUS DETAILS
New
11

Different accounts for Advance and Revenue in Ledger Posting setup for on-account project tranasactions

Currently On-Account transactions are mapped in the Ledger Posting Setup this lead to advance and revenue on-account transaction are post in same account, which is wrong. From accounting point of view this is incorrect behavior as the two types of transactions are totally different from balance...

Read more...

1 Comments

Read more... 1 Comments

Category: Project management (473)

STATUS DETAILS
New
11

Free text invoice project aktivity field

We can activate project field on free text invoice lines, so for time and material projects we can post revenue to the project via free text invoice. But there is no project activity field and we can't post revenue for a specific activity, so we can't create records in ProjRevenueTrans in acti...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

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 

11

Budget and forecast

The budget and forecast frameworks do not work well together yet and should provide the ability to establish a original budget and then forecast over the lifetime of the project to complete. The fundamentals of a project management is to establish a budget for a project. This budget should nev...

Read more...

1 Comments

Read more... 1 Comments

Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

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 

11

Project manager, from Project form, should be assigned on workflow approvals of Projects Invoice proposals

On D365forO - 7.3 - The Review Project Invoice proposal workflow cannot be setup to assign the approval to the Project manager setup for the specific Project (Project manager field on the Project form. Currently we can only setup up the workflow to use Participant assignment and select the Sec...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

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 

11

Add activity to project fee budgets and actuals

Project-centric organizations like ours budget project fees down to the activity level and have actual fee transactions down to the activity level as well.  The project WBS screen allows fees to be added to activities, but it doesn't currently go past the WBS.  Any project budget or ...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

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