Harinath Bandaru

Currently, the CDX.DEMO tenant does not support Project Operations (PO), and there is no dedicated demo available for it. While customers can use the CDX Demo Experience to explore Sales and Customer Service, and PSA is available (albeit with compatibility limitations due to old licenses), the absence of Project Operations licenses means PO cannot be deployed.

To explore Project Operations, customers must provision a trial environment, which requires the use of a credit card. Additionally, since the CDX tenant is a demo environment, purchasing licenses is not an option.

Including Project Operations in the CDX Tenant Demo would significantly benefit customers, allowing them to explore and evaluate PO without the need to set up a trial or provide credit card details. This enhancement would streamline the demo process and provide a more comprehensive experience within the CDX Demo platform.

Benefits:

• Simplifies the evaluation process for customers.
• Eliminates the need for provisioning trials using credit cards.
• Offers a unified demo experience across multiple Dynamics 365 modules, including Project Operations.

This inclusion would address a common pain point and improve the overall utility of the CDX.DEMO environment for customers.

Customers frequently encounter business scenarios where vendor credit notes are issued independently of any previously posted vendor invoice. Currently, Project Operations does not support posting such standalone credit notes, creating a gap in functionality compared to Finance & Operations (F&O), where users can create Purchase Orders (POs) with negative quantities or unit prices to handle these cases.

This limitation prevents customers from accurately reflecting vendor account updates and project-related financials when no invoice line exists. The inability to post standalone credit notes in Project Operations disrupts synchronization with F&O and hinders compliance with financial and project tracking requirements.

We propose enhancing Project Operations to allow posting vendor credit notes directly against projects, even when no linked vendor invoice line exists. This would ensure seamless integration with F&O, support accurate vendor account management, and accommodate real-world subcontracting and procurement workflows.