Dynamics 365 Project Operations

Project Operations has revamped the architecture multiple times but it is still not where it should be. The fact that performance is very low, especially for copying projects and other bulk operations, is partly related to internal syncs between underlying apps. This constraint should be overcome to provide a faster platform and more seamless and reliable user experience. This includes the simplification of the scheduling API which should be as easy as the usage of the rest of the CE/Dataverse APIs.

It would be extremely beneficial if one was able to add custom columns to plans, but smart columns - those that are created in the dataverse project task table, thus enabling proper lookups and pre-defined choices. The lack of this feature is basically making the planner a toy tool, not a real project planner.

Here is an example:

It would be good to be able to attach a related value right off from the planner level.

Also, sometimes we might have to track multiple parameters like Planned Start, Requested Start, Assigned Start, Actual Start and so on, but currently it is impossible with the toy custom columns introduced by the planner.

We are unable to run discount on revenue recognition in fixed price contracts (Straight line method) through projects and simultaneously accounting impact on D365 F&O. Since this functionality is not available in current system as it impacting our Business, request you to prioritize this issue.

This is for Finance and Operations Dynamics in the Project Management and Accounting module. When creating an invoice proposal there's an option to create a fee. However, you cannot choose the line property of the fee. This can create scenarios where the default line property of the project is nonbillable but the fee should be created as billable to invoice. The system doesn't correct for this and doesn't give you the option to correc the line property during fee journal creation. Instead you're stuck with a nonbillable transaction that gets invoiced out and shows as if it's nonchargeable in posted transactions even though it's fully invoiced. Just adding an option to select the line property when creating the fee journal would fix this issue.

In Dynamics365 F&O in module Project Management and Accounting:

When using the budget control on projects in Dynamics we are not able to all committed / actual costs in the project budget balance report.

The project budget balance report only show balances (committed costs / Actual costs) on categories that have been budgeted on.

However, If we choose the possibility to allow overrun in our budget control parameters, then we might run in to, that we will have costs recorded on categories, that has not been budgeted.

And therefore the report should indeed show all committed / actual costs on all categories and not only on categories that has been budgeted on.

On our projects, we know the milestones up front as these are generally agreed upon, but who pays for each milestone changes during the life of the project. For example, initially Customer A may pay for the 1st 5 milestones, but then they transfer ownership over to Customer B to complete the project.

In D365 PMA, the system supports the creation of the Funding Sources and when the Milestones are created they take the Funding Source that applies at that point in time. If the Funding Source changes from Customer A to Customer B then the Milestone will keep its original Funding Source. Currently when a project changes its Funding Source we have to delete all the open milestones and recreate them against the new Funding Source.

We would like a PMA Parameter or Project Contract parameter for "Calculate Funding Source on Invoice Proposal". This would mean when running the Project Invoice Proposal it will look at the current Funding Source and Rules on the Project Contract when deciding who to invoice rather than the historic Funding Source and Rules held on the Milestones when they were 1st created.

Any queries on this please let me know

Kind regards

Adrian

We have a requirement where the Project Manager/Purchasing Team will purchase stock for a specific project to utilise during its life. We would like to be able to raise a PO for a project, receive the stock in and have the stock reserved for the project solely to use in the future via Project Works Orders, Project Sales Orders, or Project Item Journals.

In D365 Project Management & Accounting you can raise Project PO's for stock and non-stock items. When receipting a Project PO for stock items the system (when the PMA parameter Create Item Requirement is set to Yes and Item Consumption is set to No) asks the user if they wish to consume the stock immediately - No creates an Item Requirement Journal which hard reserves the stock and then consumes the stock on Invoicing. There is currently no good method in D365 of: reserving stock for a project for later use by the project.

We would prefer the following design:

• Have a new stock tracking dimension called Project
• For a Project PO for stocked items, when receipting the stock in populate the Project stock tracking dimension with the Project ID
• When receipting the stock do not create the item requirement journal
• In the Stock Reservation forms - warn or prevent users from reserving stock where the Project stock tracking dimension value is different to the Project WO, SO, Item Journal that the reservation is for
• A further enhancement would be to have the ability on Project PO line to state that the stock is being purchased for multiple projects with an initial allocation quantity for each project
• Stock can easily be transferred from 1 project to another by using a Stock Transfer Journal to move from Project A to Project B

Happy to discuss this at any time or hear other people's opinion on this approach.

I’d like to propose a feature enhancement in Microsoft Dynamics 365 Finance and Operations that could significantly improve role management for admins. Currently, the inability to deactivate or archive unused or expired roles can make it challenging for organizations with a large pool of roles to maintain an efficient setup.

Introducing an "Active/Inactive" toggle for each role would help admins manage roles that are no longer in use. Inactive roles would automatically hide from role assignment lists and reporting views, keeping the workspace organized and easy to navigate.

In the Hourly, Daily, Weekly, and Monthly Schedule Boards - we need to see in a single line on the schedule board that allows us to use a short name rather than the full client name - some client names are too long and make the schedule board look cluttered.

Maybe adding a short name in the booking pop up that will put the short name field on the schedule.

Maybe some sort of automation that looks at the client name and auto generates using the first 5 digits of first word, the first 5 digits of the second word etc.

It is a common requirement for a client to be able to customise the number sequence associated to a record. This allows a business to; easily identify records, enable business centric reporting & ensure the volume of records with a unique identifier can be generated in line with the businesses needs.

This functionality is available across Project Operations, see examples such as: msdyn_partynumber & msdyn_projectnumber

However, the same customisations cannot be applied to the Subcontract & Subcontract line records.

The suggestion is enable users to add the fields: Subcontract Number (msdyn_subcontractnumber) & Subcontract Line ID (msdyn_subcontractlinenumber) - to solutions & enable customisation to allow users to define their own number sequences on the Subcontract & Subcontract Line level.