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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Category: Project Sales, Billing, Pricing and Costing (54)

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

26

Role Based Pricing

The Role based pricing doesn't work correctly. There needs to be a parameter setting individually for Cost price and Sales price whether to use the Project role, the Default role, or the Project role and fall back to the Default role (if no Project role is defined). Most customers want Sa...

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Completed
Ideas Administrator

This capability is in the modern Project Operations architecture. 

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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Category: Project Sales, Billing, Pricing and Costing (54)

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