Dynamics 365 Project Operations

Customers frequently encounter business scenarios where vendor credit notes are issued independently of any previously posted vendor invoice. Currently, Project Operations does not support posting such standalone credit notes, creating a gap in functionality compared to Finance & Operations (F&O), where users can create Purchase Orders (POs) with negative quantities or unit prices to handle these cases.

This limitation prevents customers from accurately reflecting vendor account updates and project-related financials when no invoice line exists. The inability to post standalone credit notes in Project Operations disrupts synchronization with F&O and hinders compliance with financial and project tracking requirements.

We propose enhancing Project Operations to allow posting vendor credit notes directly against projects, even when no linked vendor invoice line exists. This would ensure seamless integration with F&O, support accurate vendor account management, and accommodate real-world subcontracting and procurement workflows.

When a default dashboard is selected in Sales Hub, the same dashboard is automatically set in Project Operations. However, if that specific dashboard doesn't exist in Project Operations, the system reverts to its default dashboard.

Users should be able to set their preferred default dashboard in each application independently. This means they can select a sales-focused dashboard in Sales Hub, and when switching to Project Operations, have a different default dashboard tailored to job management.

For an expense category where the ‘Include in anti-corruption’ parameter is set to ‘Yes’ and the user has included an expense with that category on the Expense report from the mobile app; while submitting the expense report from the app, the system gives the below error and does not allow the user to submit such expense.

“The expense report contains an expense using an anti-corruption category. Ensure that the anti-corruption attestation is completed or use a different category.”

The Expense mobile app should provide an option to complete the anti-corruption attestation.