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...
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...
Quick Correct Vendor Invoice Expenses in Project Operations Non-stock
In Project Operations, when a user must correct an expense entry- navigates to time & material backlog - user selects entry, then selects CORRECT ENTRIES - error when trying to correct expenses from vendor invoices that come from FinOps. "Some of the entries that you have selected were...
Business process flow for tables that have a 1:N relationship
Business process flow cannot currently be used for tables that have a 1:N relationship.
For example:
Multiple quotes can be created from an opportunity, but a business process flow can only be applied to one associated quote.
When I click the stage corresponding to...
Allow % of the contract value to be invoiced using milestone billing rule
Currently for milestone billing rule, one cannot specify the invoice value in % of the total contract value. This facility is only applicable for fee type billing rule. Please allow % of the contract value to be invoiced using milestone billing rule. For example if contract value for my project ...
Cost in Estimates to be fixed
Customer wants the cost to be fixed, not just the amount billed to the customer.
The scenario is that they want to have a fixed cost even if the duration is 20 or 22 working days.
Just like salary per month, if you work April 21 wd and May 22wd, ...
Simplify the user experience for Project and Quote Line
Now, the steps to setup a Project the correct way is:
- Create Opportunity & Lines
- Create Quote & Lines or convert Opportunity to Quote & Lines
- Create a Project or copy a Project
- Go back to the Quote line
- Connect the project
- Import the Quote Lin...
STATUS DETAILSNew
Administrator
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!