• 88

    Due date on project proposal

    Suggested by Tommaso Battista – Needs Votes  – 1 Comments

    In project proposal is not possible to check the due date (only personalizing the form in orde to add due date) and it’s not possible to change manually the due date. Indeed it’s possible to change it but the posting will take anyway the calculation from scratch based on term of payment

  • 86

    Dynamics 365 Project operation integration with dynamics 365 business central

    Suggested by jitendra Tripathi – Needs Votes  – 6 Comments

    Dynamics 365 Project operation integration with dynamics 365 business central. Nowadays dynamics 365 business central is also in high demand along with Project Operation.

  • 69

    Add ability to copy Expense records like one is able to copy Time Entry records.

    Suggested by Kunihiko Hayakawa – Needs Votes  – 0 Comments

    For Time entry records one can use the "Copy row" button on the grid to copy the Time Entry record. Please consider creating a similar button for Expense(msdyn_expense) records.


  • 63

    Transfer Project Quotation directly to a Sales Order

    Suggested by Ricardo Brocal Penades – Needs Votes  – 0 Comments

    Currently when a Project Quotation is confirmed there isn’t any direct action to create the Sales Order. The only option available is through "transfer from quotation" and then a item requirement sales order is created. The proposal of this idea is to include the same functionality in Project Quotations which exists currently in Sales and Marketing quotation, where you can create and link the sales order directly from the quote. This functionality has several advantages like now: 1. Shall be able to consult the sales order linked to the quotation and vice versa. 2. Direct Delivery functionality available. 3. To link a Purchase Order or Manufacturing Order (depends on item sourcing). 4. Once item is delivered, possibility to generate the invoice as other sales order in the project. 5. Any other functionality related to Sales Order document.

  • 57

    Project Intercompany in General Journal

    Suggested by Taufan Isaac – Needs Votes  – 2 Comments

    Dynamics 365 Finance and Operations, in 10.0.5 version, doesn't allow users to enter Project intercompany transactions in general journal. This options should be made available considering users can do intercompany for ledger transactions and subledger transactions. Customers who have multiple legal entities in their implementation will benefit greatly from these features.

  • 51

    Default site and warehouse for project item requirements

    Suggested by Allan Poulsen – Needs Votes  – 1 Comments

    Adding fields for Site and Warehouse as default values for item requirement lines, purchase or production orders will make it able to address the most adequate stock location related to the place of delivery to the project.

  • 50

    Add kilometers as unit of measure for expense report mileage expenses

    Suggested by Beth Zapadka – Needs Votes  – 4 Comments

    The current default is miles and I cannot find any place where it could be configured to kilometers for countries (like Canada) that report and claim on km's VS miles.

  • 49

    Add ability for sysadmin to delete expense reports in Draft status

    Suggested by Beth Zapadka – Needs Votes  – 4 Comments

    I understand that users can delete their own Draft status expense reports but there needs to be an option for the system administrator to do that for others users' reports as well. We have some old rejected expense reports for employees no longer with the company but no way of cleaning them up - even after changing them to Draft status, there is no way to delete them (that I'm aware of). Can the Delete option be added to the All Expense Reports grid to facilitate this? (Expense management > Process expense reports > All expense reports)

  • 43

    The On-account transactions form doesn’t have the credit note transactions

    Suggested by Sreedhar Burgula – Needs Votes  – 0 Comments

    The On-account transactions form doesn’t have the credit note transactions, this can be tracked from the Invoice journals.


    There is currently no overview of posted credit note transactions. The only way to check if a credit note was sent is via the invoice journals. However, when the number of invoices becomes large enough, finding a credit note becomes challenging. Furthermore, in the on-account transactions form, the original transaction remains without any matching credit note transactions. This can be confusing for the end users.  







  • 43

    Enable selection of Financial Dimensions in Proj Ops from FinOps

    Suggested by Alan Duhamel – Needs Votes  – 0 Comments

    When creating Projects/Project Contract Lines, Quotes etc. It would be very beneficial to be able to select the Financial Dimensions that you want to apply. Without this a user needs to complete the project setup in both ProjOps and FinOps. Thank you
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