Dynamics 365 Project Operations

Conditional syncing of data between Project Operations and Finance and Operation and vice versa. Multiply customers are asking for the same within dual write. In this, there should be some provision to define some condition in dual write so that on fulfillment data must sync via dual write.

Dear All,

When the user adds a project id to a purchase order, the expense deferrals functionality does not work anymore, not creating a deferral schedule. It would be great to extend this functionality to see the deferred cost in the general journal into project transactions in those deferral schedules as well when the vendor invoice is posted or even when the product receipt is posted

Many thanks

It would be welcome a function of archiving and purging for the Old Published wbs project version for the "Stocked scenario" targeting the "ProjPlanVersion" and "HierarchyTreeTable" tables.

We have a scenario where the customer has a ratio of 1 to 20 between the current published\Draft and Old published WBS versions.

Archiving and purging will make the table 20 times more light increasing the reactivity on the WBS form itself.

When the user posts a project invoice (in charts of accounts on revenue account activate dimension project) in a currency which is not company currency on date 1.1.2023 with exchange rate X

When run under AR the periodic process for revaluation (Accounts receivable foreign currency revaluation) at 31/1 (put an exchange rate Y on 31/1)

The system will create a transaction within the revenue account 0 in invoice currency and XXX in company currency with dimensions project.

We would like to have this transaction also on the project (so to see it under manage/posted transaction in project)

Project management and Accounting >> Timesheets >> All timesheets >> New. When customer rejected one timesheet line in a Timesheet, the status at header is shown as 'In Review. Customer wants the header status in such a way which will tell with whom the action is pending for the Timesheet lines. 

Created a project, created project Quotation with multiple lines against the project with different dates (for the different milestone lines), after that converted project quotation to a fixed price project using the "Transfer to project" option on Quotation form.

System created a single 'on-account' line for the full value in the project instead of multiple 'on-account' lines. The requirement is multiple lines in the on-account screen should be created as per the milestone dates as entered in the project quotation. Please consider this issue and bring this feature in future releases.

When embedding a power BI report into a Dynamics Model Driven app the action bar including personal bookmarks is not available for use. As we build reports for our field technicians and prefer to keep them in the Field Service application by embedding the report into the model app we lose the Power BI action bar requiring them to open full Power BI. Please consider extending the action bar into Dynamics embedded Power BI reports.

Currently, the default behavior is for Business Closures to be counted as Work Hours on tasks in the project entity record.

However, this behavior is very inconvenient for users.

Holidays are counted as Work Hours despite Business Closures, which prevents the correct calculation of Work Hours.

It is possible to make a resource a non-work day by assigning it a "vacation" in the "Work Hours" of a bookable resource, but I don't think this is a useful workaround since the task is assigned.

By applying Business Closures even on tasks in the project entity record, users can make more convenient and effective use of Project Operations.

currently, if user select multiple projects in project list, the button to change the project stage is disabled.

so, no mothed for customer to change bundle projects once a time.

Could we please develop a new feature allow user change multiple projects once a time?

Present Scenario: When Project Invoice Proposal for On Account Transactions using Project Invoice Proposal batch is created, it is creating one invoice proposal across different projects for each customer.

Expected Scenario: Project Invoice Proposal batch should create Project Invoice Proposal for On Account Transactions separately for Same Customer but different Projects.