Dynamics 365 Project Operations

Wish there is an option to easily setup project stage customized checklist before reading next stage change, for purpose to validate, review, visualized, organized, or set to on order (customer, vendor, contractor, hiring, equipment, tasks, quoting, confirmations, reservations....)

Wish there is an option to easily compose a project financial statement (e.g. column with lines financial listing of project accounts) option to feature budget versus actuals by project account. easily visualize grand total profits by project accounts and grand total projects.

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.

The current report format for Project Operations' Copilot-generated status reports is locked in, except for the summary section. It would be good to include a few solution parameters where users could select some of the content for the external/internal reports, add company logo, specific disclaimers and assumptions, etc.

As a Project Manager, I would like to prompt Co-Pilot to surface resource availability based on Bookings. Example: Show me how many "Technicians" are available in "New York" between August 1st and August 15th 2025.

When attempting to split project transactions to subprojects using 2 decimal precisions, and totaling 100.00%, receiving the error "Total quantity for all adjusted lines must equal the quantity in the original line, This is when the Qy to be distributed are values ​​with 2 decimals,

Customer manages hundreds of transactions with amounts rounded to two decimal places. It is necessary to allocate these expenses across multiple subprojects, sometimes >100 subprojects, each of which will be capitalized as Fixed Assets. 

Now, the steps to setup a Project the correct way is:

1. Create Opportunity & Lines
2. Create Quote & Lines or convert Opportunity to Quote & Lines
3. Create a Project or copy a Project
4. Go back to the Quote line
5. Connect the project
6. Import the Quote Line Details from the Project to the Quote Line

For an end user with many customers and small projects, these are many steps.

A more user-friendly way would be to have the possibility to either create an opportunity and/or quote from the Project card or to connect the Project directly to a Quote Line/Project Contract line, filtering on Customer of the project.

Go to Expense management> My expenses> Expense reports, create an expense report and create a line, try to upload the attachment for the line, the 2nd click attachment button of expense report line will lose focus and open header receipt dialog, which is not expected.