Dynamics 365 Project Operations

I’d like to propose a feature enhancement in Microsoft Dynamics 365 Finance and Operations that could significantly improve role management for admins. Currently, the inability to deactivate or archive unused or expired roles can make it challenging for organizations with a large pool of roles to maintain an efficient setup.

Introducing an "Active/Inactive" toggle for each role would help admins manage roles that are no longer in use. Inactive roles would automatically hide from role assignment lists and reporting views, keeping the workspace organized and easy to navigate.

In the Hourly, Daily, Weekly, and Monthly Schedule Boards - we need to see in a single line on the schedule board that allows us to use a short name rather than the full client name - some client names are too long and make the schedule board look cluttered.

Maybe adding a short name in the booking pop up that will put the short name field on the schedule.

Maybe some sort of automation that looks at the client name and auto generates using the first 5 digits of first word, the first 5 digits of the second word etc.

It is a common requirement for a client to be able to customise the number sequence associated to a record. This allows a business to; easily identify records, enable business centric reporting & ensure the volume of records with a unique identifier can be generated in line with the businesses needs.

This functionality is available across Project Operations, see examples such as: msdyn_partynumber & msdyn_projectnumber

However, the same customisations cannot be applied to the Subcontract & Subcontract line records.

The suggestion is enable users to add the fields: Subcontract Number (msdyn_subcontractnumber) & Subcontract Line ID (msdyn_subcontractlinenumber) - to solutions & enable customisation to allow users to define their own number sequences on the Subcontract & Subcontract Line level.

 Currently import button is from the Time Entry Grid Control and not part of the standard ribbon buttons and it can't be customized the way we are expecting it to be. We expect to have the customization option on time grid control, similar to the customization capability on the ribbon commands.

Companies registered in Ireland are required to file an electronic return to the revenue whenever an employee expense claim is processed. This includes the total paid per employee across the following categories:

• remote Working per-diem of €3.20,
• vouched and unvouched travel and subsistence payments, and
• vouchers and trivial benefits covered by the Small Benefits Exemption ("SBE").

Due to the real time nature of the reporting (submitting the file on the same date as each expense payment), a manual or semi-manual reporting system is inefficient and costly for businesses. Advisors such as KPMG have advised businesses to generate these files from the expense management system where possible. This requirement is therefore likely to be part of the criteria for an expenses system for Irish based businesses or groups with Irish subsidiaries.

D365 expense management could help Irish companies easily meet this requirement by including a form to map expense categories in D365 to the reportable categories above, and the ability to generate the file in the submitable format.

In Project Operations, when cost price is defined in currencies other than organization unit currency, then to conver the cost amount in organization unit currency system uses native project operations exchange rates and not exchange rates synced from F&O through dual write.

For Sales prices standard project operations uses F&O exchange rates for conversion but the same functionality is not applied to cost prices which causes a mis-match between behaviour of system.

Can we have the suggest resources from Resource Requirement instead of Project team member grid.

In Manage Multiple Customers Contract Sales, it states that "Product-based contract lines are automatically associated to the primary customer". This makes no sense in the context of allowing multiple customers. The idea would be that one entity is quoted and signs off but another (e.g. a purchase to pay services company) receives the Invoice.

URL is https://learn.microsoft.com/en-us/dynamics365/project-operations/pro/sales/manage-multiple-customers-contract-sales

In Denmark, it is a legal requirement to have the vehicle registration plate (number plate) on the Mileage registrations

It should then be possible to have a field with a subtable, where numberplates created on the employee could be chosen

Would be very helpful, if it could be possible to have a default numberplate on the employee

When the customer wants to create project invoice proposal, the system has a function to select different types of invoices at one time, but separately on different invoices.