Dynamics 365 Project Operations

The "Number of Days Rented" field is not visible in the mobile app, despite being correctly configured in Dynamics 365 (D365) as a Recommended field for the Car Rental expense category.

Steps Taken / Configuration Details:

• The field has been set as Recommended in the Expense Management configuration within D365.
• The issue appears to be isolated to this specific field.
• Other similarly configured fields, such as "Number of Nights" for the Hotel expense category, are displaying as expected in the mobile app.

Impact:

• Mobile users are unable to input the number of days rented for car rental expenses, potentially leading to incomplete or inaccurate expense reports.

Steps to Reproduce:

1. Navigate to:
2. Expense management > Setup > General > Expense fields visibility (Expense reports re-imagined)

⚠️ Ensure that the company you're configuring is the same company used to test in the mobile app.

1. Select Category:
2. On the left panel, choose Car rental category.
3. Field Configuration:

• Locate the field: "Number of days rented"
• Set the Visibility to "Recommended"
• We also tested with other values like "Required", but the issue persists.

1. Confirm Expense Category Type:
2. Navigate to:
3. Expense management > Setup > General > Expense categories

• Active category: Car Rental
• Inactive categories: 110-Sales-Car Rental, 210-Office-Car Rental
• For each, open the category and check the “Expense type” field.
• Value is set to “Car rental”

1. Mobile App Testing:

• Open the Expense Management mobile app
• Go to the Expenses tab
• Tap the "+" button to create a new expense
• Click Skip (no receipt needed)
• Select “Car rental” as the Expense category
• Enter a Transaction amount
• Leave or modify Currency, Transaction date, and Payment method
• Tap “Add more details”

1. Issue Observed:

• The field “Number of days rented” is not visible in the app
• That field appeared once exactly where I highlighted in yellow color

1. Validation:

• We confirmed the configuration is applied to the correct legal entity used in the app.

Additional Observation:

• This issue appears to be specific to the Car Rental category.
• For example, in the Hotel category, the field "Number of nights" is also set to "Recommended" and does appear in the mobile app as expected.
• Steps to confirm:
• Configure “Number of nights” for Hotel category in Expense fields visibility
• Create a Hotel expense in the mobile app
• Tap “Add more details”
• Field does appear correctly

Hi there,

We want to use the old version of the resource utilization legend display because it allows us to distinguish information more intuitively.

Suggestion: Please consider adding or allowing users to edit the schedule board and add Billing Type field which billable/ non-billable choice is available when booking a resource since one resource might be billable this month but non-billable next month (which project team can't control).

This selection would then be saved to the BookableResourceBooking or BookableResourceBookingHeader table,

together with other booking information such as: Resource, Start Date, End Date, Booking Method, etc.

When booking a resource by percentage capacity, the percentage doesn't seem to be saved anywhere.

Customer wants to identify the trigger when clicking 'Book' to create a flow to copy the value into a custom Percentage field in the BookingHeader for later use.

Also, customer wants to have the percentage show up in the record.

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, the salary would remain the same for every month.

Customer mentioned that they used to test by creating project with fixed price but the cost would not be fixed