Dynamics 365 Project Operations

On the time entry screen, the time entry grid control is set as standard and flexible customization is not possible.

I think the product concept is that Dynamics365 applications based on model-driven apps can be easily customized using PowerApps.

For example, the following customizations are not possible, so I would like them to be modified so that they can be changed.

Example 1: Change the screen for one week's time entry to one month's screen / Change the order from Monday

Example 2: Only time entry data is displayed, but I want to additionally display my scheduled projects, tasks, and assigned times in a separate view, etc.

In the OOB grid for time entries, creating a new entry opens a quick create form.

Let's click Save & Create New in the quick create form.

The time entry you create does not appear in the grid.

You need to manually refresh the grid to make the entries appear.

This wastes the "Save & Create New" benefit (not having to close the form).

Please consider updating the feature so that the grid is auto refreshed, when click "Save & Create new" in the "Quick create form".

The expense management workspace currently has a limitation when the expense re-imagined feature is enabled as it prompts error" The activity number is missing. The project that is associated with this expense requires you to enter an activity number, with a postponed bug (675860). 

The workaround is to disable the feature which isn't ideal as it affects the user's ability to add cash advances to the expense lines. 

The business requirement is to fix the bug to allow the users to benefit from the cash advance functionality introduced within the Expense reports re-imagined feature.

Issue:

After posting packing slip(s) of sales order(s) non-billable sales order line(s) is/are not moving to invoice proposal and remains in the pending project transaction and the sales order(s) is/are still in delivered status.

Idea:

Please consider adding this functionality to move the non-billable line(s) that can be included to the invoice proposal and to update the order status to 'Invoiced' in the next releases as it is important to our customers.

Issue search ref#701476.

Thanks in advance for your continuous support!

In a Schedule Board, the expectation is that a user can see the Client / Account name on the board itself (in the title of the card) without the need to hover over the booking. The job name is not informative enough, as many jobs share the same name. This feature is currently available for the daily view, but it is not available for the weekly and monthly options. Implementing this enhancement will significantly improve visibility and facilitate searching by job and client names, especially for large boards

When there is a projectcontract with over more than 200 Contractlines, the generation of an invoice is not always possible due to a time-out. With every contractline for a different project customer the system creates a projectcustomer line for a billing percent of 0. This means when you are creating an invoice the system will make an invoice of 0 and also deletes this invoice. In my opinion the system should not generate these zero invoices and only have to look for billing percentages higher than 0.

This issue has been acknowledged by Microsoft and they ran a script to solve this issue for two projectcontracts (over 300 and 500 contractlines):

"I would like to share a bit more information, regarding the overall advise coming from the product team on the creation of many [Project Contract Customer] and [Project Contract Line Customer]] records that have 0 in the [split billing percent]. 

 The advice is that they should not be created as they do not result in any Actuals and no invoices are kept for them as once a contract is invoiced, the system will try to create invoice for each customer listed in the [Contract Line Customer Customer] record, realize that invoice has 0 amount, and no invoice line details to invoice then delete that created invoice. As result of the above-mentioned steps, the overall invoice creation process for contract will suffer great performance hit."

Customer would like to have the Reason code used for the project accounting and management module.

In General ledger > Journal setup > Financial reasons there are a reason codes that we use when posting GL journal lines. It is suitable to be used only for Ledger, Asset, Bank, Customer and Vendor account types, but in GL we have also a Project account type for which we couldn’t find the reason code setup.

We are facing the problem that we cannot use Reason Code when posting GL with account types of Projects.

By having a calendar template that do not have 8 hour workday, let's say 7,5 hours instead like in Norway, makes the calculation of a project tasks duration and effort wrong, or with decimals (and in my experience the decimals calculation is still being calculated wrong)

I have been told that the design of Project Operations is based on a 8 hour work day, and that this has nothing to do with the calendar template you decide in the project Summery, General section. The connection between the project calendar template and the task board is that the duration may change if e.g. a project resource is away on holiday within the duration time. The duration time will then extend to meet the effort requirement.

My suggestion is that the project tasks duration and effort calculates themself based on the general workhours that is set in the calendar template you choose for the project. In that way a tasks duration and effort may vary in regards to where the project is being executed, like in Norway vs. Sweden.

This will make the system more flexible to use for those businesses that work in different countries. And more important will make the numbers of duration and effort correct when invoicing the customer, giving forecasts and estimates.

While it's possible today to automate the creation and updating of a MS Project using the Dataverse tables, this doesn't work for a system account, and this greatly reduce the usefulness of the API.

From the schedule API MSDN page:

The following is a list of limitations and known issues:

• Project Schedule APIs can only be used by Users with Microsoft Project License. They can't be used by:
• Application users
• System users
• Integration users
• Other users that don't have the required license

This functionality would enable automated updates of online project plans from external system.

Featuring option for any employee to easily access the timesheet schedule for resources replacements or backups, maybe optimum ideal, for repuporse to identify policies, replacements, accountable, not accountable...