Dynamics 365 Project Operations

Local business terms, like GST for Sales tax, need to be incorporated/localized into the new Expense Management (PowerApps) app.

Currently, in the new Expense Management PowerApps app, the Sales Tax-related field labels do not reflect/honor user language settings in D365FO.

For example, in the Australia local business context:

> The business users are using language: EN-AU in D365FO:

> When the EN-AU users log in into D365FO, as expected, they’d see that ‘Sales tax’ will display as ‘GST’, as ‘GST’ is the Australia (EN-AU)-specific term for 'Sales tax' for Australian businesses.

> But, when the same users log in into the new Expense management app, the ‘Sales tax’ terms are still not reflecting the EN-AU equivalent terms (from D3656FO) of ‘GST’. It is keeping the 'Sales tax' labels.

When we trying to locate the original Fee Journals by clicking on the "View Details" from Trial balance main account , the system doesn't take me to the Fee Journal linked to the entry. Instead, the system lists all of the Journals

Customers are looking for the correction of the Item journal in the Project module.

This is already implemented as a part of localizations of EEUR countries; however, this option is not available for the legal entity SLOVENIA. This is required as part of legal obligation in the law.

the system's behavior does not support conditions that differentiate the workflow implementation on intercompany invoice and a free text invoice.

The current workflow should allow a condition that can mange that.

We know we have some inconsistencies in how prepayments work and we know we are very inflexible when it comes to exchange rates and debits/credits not matching exactly at invoice proposal posting. 

Microsoft internal reference - 804154

D365 project management and accounting should have a Cost Breakdown Structure concept and functionality.

A cost breakdown structure (CBS) is used within project management. It is closely linked to a Work Breakdown Structure (WBS).

To analyse the project cost, we need a cost breakdown structure ( CBS), which is a hierarchy map of the costs in our project. The CBS is mapped to WBS deliverables and tasks, determining the cost of these deliverables and tasks.

Current D365 project management and accounting has WBS, which is supposed to manage the project management and scheduling. However, they do not have the ability to track the project's financial elements, and it is difficult to create measurable cost controls.

The Work breakdown structure supports the project team in managing their project deliverables. The Cost Breakdown structure supports the project/finance team from a financial point of view.

Note: My clients in many industries (Construction and mining) bought a third-party system for their project job costs because D365 project management and accounting could not meet the requirements of their complex projects.

We would like to use a continuous number sequence doesn't skip any number. A number sequence code for the project ID created using the Continuous parameter and assigned on Project management and accounting parameters. After execute manual clean up for number sequence code records there is an issue which is corrupting the Continuous Number sequence and blocking creation of new Project contract.

The error message while creating new Project contract: Cannot create a record in Project contracts... The record already exist. 

On Revenue projects -form (Project card > Revenue project link) the field Project stage displays for example "User defined status 1". This field should instead display the user defined text as is with the Project stage field on the Projects form.

Project Estimates is a great tool for forecasting and budgetting. It is important that project estimate reflect accurate costs and revenue anticipated on the project

If these are not accurate all reporting will be incorrect in the system as Actuals v/s forecast v/s budgets wont reflect the task billing setup

These estimates are also synced with Finops and are used for Revenue recognition. for a finance system estimates not reflecting tasks billing setup is not correct.

Hello,

I would like to be able to create charges (ie transport cost or other cost) on a project quotation like we can do on a normal sales quotation. It would improve the consistency in the way of work in our organisations.