Roadmap, security and documentation changes captured for Dynamics 365 Project Operations.
In developmentDynamics 365 Project Operations
<p>Organizations managing high volumes of project transactions need to retain historical cost data without allowing years of completed transactions to continually increase the volume of active operational data. This capability enables organizations to archive processed project staging table cost actuals for long-term retention while preserving access to historical records when needed.<br>
<br>
Administrators can archive eligible project cost actuals for selected legal entities and date ranges using the Archive with Dataverse long-term retention workspace. The archive process moves eligible cost actuals and related transaction records to long-term storage, while providing visibility into job status and progress and continued access to archived records after the process completes.<br>
<br>
This capability helps organizations manage growing project transaction volumes while retaining the historical cost information required for financial history, audit, and business needs. It is available for Dynamics 365 Project Operations deployments that work with other Dynamics 365 ERP applications and requires Archive with Dataverse long-term retention.</p>
In developmentDynamics 365 Project Operations
<p>Available for core and integrated.<br>
Currently, project invoices include transactions based on the invoice date, which can make it difficult to prepare invoices in advance when additional transactions are expected before the end of the billing period.</p>
<p>With this feature, you can use the Accounting date as the transaction cutoff date for an invoice. When the Accounting date is later than the invoice date, you can include eligible future-dated transactions through the Accounting date on the invoice.</p>
<p>This capability helps billing teams prepare invoices ahead of time while ensuring that transactions through the intended billing cutoff date can be included. The Accounting date also determines the accounting period in which the resulting billed transactions are recorded.</p>
In developmentDynamics 365 Project Operations
<p>Customers often issue a purchase order that sets how much they'll accept on each invoice for a time and material engagement. Until now, Dynamics 365 Project Operations had no place to record that amount, so project managers and billing teams tracked it in spreadsheets and checked invoices by hand, adding reconciliation work and the risk of disputes. You can now set an invoice amount limit for each billing period on a time and material contract line's invoice schedule: Enter the limit for each period, for example to match the customer's purchase order for that month. When an invoice is created from the schedule, that period's limit is copied to the invoice header, so reviewers can compare the invoiced amount with the customer's expectation before confirming. For contract lines billed to multiple customers, you set one limit per period, and it's split across the customer invoices by each customer's billing percentage.</p>
In developmentDynamics 365 Project Operations
<p>Dynamics 365 Project Operations streamlines transaction processing by replacing separate transaction origin records with direct source document references on transaction records, including journal lines, actuals, and invoice line details. This approach reduces the database operations required to maintain links to originating time entries, expenses, and material usage logs, and enables the phased retirement of transaction origin record creation.</p>
In developmentDynamics 365 Project Operations
<p>When billing teams review an invoice, they need to see where it stands, which transactions it includes, and what's still waiting to be billed. When that information is spread across tabs and long lists, reviews take longer and it's easier to miss a transaction.</p>
<p>This update makes invoices easier to review:</p>
<p>Timeline on the summary. The invoice summary includes a timeline [Confirm what it shows, such as status history from draft to posted], so you can see where the invoice stands without leaving the page.<br>
Current and future pending transactions. Each pending transaction shows whether it's current or dated in the future [Confirm: relative to the invoice's transaction cutoff date], with current transactions listed first.<br>
Time and material grouped by transaction class. The time and material tab organizes transactions into sections by transaction class, such as time, expense, and material, so you can review each type on its own.<br>
Key information first. Address details move to the end of the invoice, keeping amounts and transactions at the top.</p>
In developmentDynamics 365 Project Operations
<p>Enable project managers to view and track Committed Costs directly within Project Operations budgets, providing a complete picture of budget consumption beyond actual costs. This enhancement allows project managers to make more informed budgeting, forecasting, and project control decisions by incorporating costs that are contractually or operationally committed but not yet realized. This is for Project Operations core and Project Operations connected with ERP deployment types</p>
LaunchedDynamics 365 Project Operations
<p>This release expands the contract management experience in Dynamics 365 Project Operations with:</p>
<ul>
<li>Enhanced analytics and insights on the contract form to improve visibility into contract performance.</li>
<li>Context-based pricing information that provides additional business context for pricing-related decisions.</li>
<li>Improved presentation and discoverability of critical contract information.</li>
<li>Streamlined user experience that reduces friction and makes contract information easier to access and analyze.</li>
</ul>
In developmentDynamics 365 Project Operations
<p>The dual-write asynchronous integration feature in Project Operations enhances the customer invoicing process by enabling scalable and reliable data synchronization between Dataverse and Dynamics 365 Finance. This feature addresses the limitations of real-time dual-write sync, which is restricted to processing a maximum of 1,000 invoice lines per invoice.</p>
<p>With the introduction of asynchronous integration, this constraint is eliminated. The async model allows invoice data—including actuals, transaction connections, and invoice proposals—to be processed in the asynchronous mode. This enables the generation and synchronization of invoices with thousands of lines, ensuring that billing operations are not disrupted by system limitations.</p>
In developmentDynamics 365 Project Operations
<p>This is for Project Operations Core and Integrated to ERP.</p>
<p>Enable project managers to compare multiple budget versions and select the most suitable budget before submission and approval. This capability improves decision-making by allowing users to evaluate different planning scenarios, understand financial impacts, and confidently choose the preferred budget version.</p>
In developmentDynamics 365 Project Operations
<p>Multiple Baselines enables project managers to capture and maintain multiple snapshots of a project plan, providing a historical record of project execution and performance over time. Available for Project Operations Core and Project Operations connected with ERP. With this capability, project managers can: Create and manage multiple project baselines. Load and view any baseline directly within the project schedule. Compare baselines to evaluate plan evolution and track variances. Analyze changes in schedule, effort, and project progress against historical plans.</p>
In developmentDynamics 365 Project Operations
<p>What if scenario modeling enables you to simulate changes to a project plan and evaluate their impact before committing to them. Available for both Project Operations core and Project Operations connect with ERP deployment types, this capability can be enabled through Feature Control and allows you to: - Create and manage multiple versions of the Work Breakdown Structure (WBS). - Modify key planning variables, including schedule, scope, effort, and resources. - Analyze the impact of changes across one or more planning variables in real time. - Compare alternative scenarios, identify the optimal plan, and apply selected changes to the original project plan.</p>
In developmentDynamics 365 Project Operations
<p>This feature extends Task Grid View Templates so administrators can configure both task columns and the visibility of supported task-grid actions in one place. Administrators can show or hide individual actions across task-grid views, the toolbar, row-level controls, and the task context menu.</p>
<p>Configurable actions include views such as Board, Timeline, Charts, Assignments, People, and Goals; toolbar commands such as Baseline, Conditional Formatting, and export; and task-management actions such as Indent, Outdent, Cut, Copy, Paste, Delete, and dependency management. Essential capabilities, including the Grid view and access to task details, remain available.</p>
In developmentDynamics 365 Project Operations
<p>The enhanced Project Contract experience streamlines how you create, manage, and monitor contracts by significantly reducing the number of clicks and interactions required. This update transforms the contract into a central, intuitive workspace where all contract-related information is easier to access, understand, and act upon. The redesigned layout provides a clearer overview of contract status, financials, and performance, helping users work faster and with greater confidence.</p>
<p>Core capabilities:</p>
<ul>
<li><strong>Modernized user experience</strong>: Aligns with improvements delivered in the Modern Quote feature and reduces unnecessary interactions across contract workflows.</li>
<li><strong>Nested grids for better visibility</strong>: Quickly view detailed estimate breakdowns for each contract line directly within the grid—no need to open multiple forms.</li>
<li><strong>Faster contract line management</strong>: Create and edit Contract Line Details from a single grid, including the ability to apply price overrides.</li>
<li><strong>Improved financial clarity</strong>: Contract summary now includes key KPIs, total cost, gross margin, billing status, and tax information surfaced directly on the grid.</li>
<li><strong>Streamlined contract lifecycle</strong>: Users can close a contract directly from the contract form, supported by improved visibility into contract health.</li>
<li><strong>Contract performance dashboard</strong>: Enhanced insights to help users quickly understand contract progress and financial performance.</li>
</ul>
<p>Business Value:</p>
<p>This enhancement significantly improves the efficiency and clarity of managing project contracts. By reducing clicks, consolidating key information, and modernizing the user experience, you can create, review, and update contracts much faster. Financial insights such as margins, costs, and billing status help users identify issues early and make confident decisions. Overall, the streamlined contract workspace reduces errors, accelerates project initiation, and improves productivity for project and billing teams.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Project Operations price lists support three price types — role, expense category, and product/material — but only role prices currently support date-effective overrides. This feature extends date-effective price overrides to expense category and material prices, so you can schedule a future or time-bound price change for a category or material the same way you do for a role, without creating a separate, context-specific price list. The system honors the override when it prices a transaction, so the effective price reflects the override in force on the transaction date. The feature also aligns other points where the three price types diverge where feasible, with date-effective overrides as the primary deliverable. Unit-group conversions for category and material, custom pricing dimensions for category and material, and full time-phasing of prices are not included in this release.</p>
<p>How to enable: You configure overrides on the price list, the same way you set role-price overrides today, so pricing administrators and makers manage all three price types in one place. Overrides are stored in the existing Date-Effective Price Overrides table, so the feature is expected to reuse that mechanism; review any plug-ins or default pricing logic for category and material before you adopt it.</p>
LaunchedDynamics 365 Project Operations
<p>When an approval set finishes processing, the person who started it receives an in-app notification built on the existing long-running-process (No More Wait) framework, and they see only notifications for the operations they triggered. On success, a brief pop-up reports that the approval set completed, shows the approval set name, and provides a deep link to the record, and the notification stays in the notifications pane until you clear it. When one or more approvals in the set fail, the notification reports that the set completed with failures, shows the failure reason, and links directly to the failing record; multiple failures appear as separate notifications. The feature covers completion notifications only: it does not add processing-started notifications, sends in-app notifications only (no email or Teams), and does not include a retry or remediation workflow.</p>
<p>How to enable: This will be added to the existing list titled Select jobs for notification. Add approvals to that (or leave it entirely blank) to enable these notifications.</p>
In developmentDynamics 365 Project Operations
<p>A new Pricing tab appears on the contract (and later the quote) and becomes the default pricing surface, replacing the Project Price List tab. Instead of listing only the price lists apply, it displays a consolidated grid of the prices that actually default for each pricing-dimension combination and date. You switch between price types, labor/role, category, and material, with a view picker, and role-price markups appear within the role view. A Date filter defaults to today and updates the grid to reflect date-effective overrides, and a Date effectivity column shows the date range each price is effective for. A Scope filter is set and locked automatically by the host record (Contract, Quote, Customer, Vendor purchase prices, or Org-unit cost prices). You can filter and sort across the pricing dimensions; grouping and frozen columns are not included in this release. Behind the grid, a unified query unions the Role Price and Date-Effective Price Overrides tables, de-duplicated and scoped to the price lists attached to the contract, and accounts for overrides at both the contract and associated customer levels.</p>
<p>How to enable: The Pricing tab appears automatically on the contract form once the feature is deployed and enabled via the feature control menu. Because the new tab replaces the Project Price List tab as the primary surface, review any customizations or automation built against the existing tab before you adopt it. The price lists associated with the contract or quote will now be shown on the summary tab.</p>
In developmentDynamics 365 Project Operations
<p>This feature strengthens assignment governance by limiting the resources displayed in the Assigned to column to members of the current project team. Project managers can assign tasks only to resources who have already been added to the project, instead of selecting from the organization’s complete resource list.<br>
If a resource isn’t part of the project team, the resource must first be added to the team before being assigned a task. This controlled workflow keeps task assignments aligned with the project’s defined staffing model and prevents resources from being assigned outside the established project team.<br>
This is for both Project Operations core and Project Operations connected with ERP deployment types.</p>
In developmentDynamics 365 Project Operations
<p>Approvers using the Expense Management Mobile App currently have limited options to provide context when approving or rejecting expense reports. Approval decisions may require comments to provide justification, request clarification, document additional information, or communicate feedback to employees. Without this capability in the mobile experience, approvers may need to switch to the web application to complete the approval process.</p>
<p>This enhancement will enable approvers to add and view approval or rejection comments directly within the Expense Mobile App, providing a more consistent experience across mobile and web.</p>
In developmentDynamics 365 Project Operations
<p>This feature enables employees to automatically generate expense entries for predictable, repeatable business expenses (for example, monthly mobile bills, internet charges, parking, and subscriptions) without manual re-entry each period. It reduces repetitive effort, improves compliance, and ensures timely and accurate expense submission, while respecting organizational expense policies and approval workflows.</p>
In developmentDynamics 365 Project Operations
<p>Zero-effort task completion enables project managers and team members to mark tasks as complete even when no effort was planned or recorded. This capability supports milestones, administrative activities, checklists, and other tasks that track completion without requiring work hours.</p>
<p>This is for both Project Operations core and Project Operations connected with ERP deployment types.</p>
In developmentDynamics 365 Project Operations
<p>This feature gives project managers greater control over where imported tasks are placed within a project plan. From the task grid, a project manager can open the context menu for an existing task and select Insert task below. The standard Import Tasks pane then opens and confirms the selected insertion point.</p>
<p>Imported tasks are placed immediately after the selected task and at the same level in the task hierarchy. If the selected task has subtasks, the imported tasks are inserted after the entire group of subtasks, preserving the existing hierarchy. When multiple tasks are imported, they remain together in their original order, and their internal structure and dependencies are maintained.</p>
<p>The existing Import Tasks command remains unchanged and continues to add imported tasks to the end of the project plan.</p>
In developmentDynamics 365 Project Operations
<p>This feature gives project managers control over how resource assignments are handled when importing tasks from one project to another. For each import, project managers can choose to:</p>
<p>Not import the team members - Each imported task will lose the assignment information.<br>
Use a generic placeholder: Create and assign a generic resource for each assignment in the imported task just like copy project functionality.</p>
<p>Tasks without assignments continue to be imported without resources. This ensures that both the task structure and its staffing plan can be reused in the target project.</p>
LaunchedDynamics 365 Project Operations
<p>Previously, you had limited options for how financial dimensions default. This feature adds functionality and flexibility to default financial dimension values. With this feature, you can:</p>
<ul>
<li>Create a configuration to determine how financial dimensions default based on criteria like contract, project, or cost and revenue profile.</li>
<li>Set criteria to determine whether dimensions default from contract lines or projects.</li>
<li>Improve reliability when you save financial dimensions and value defaults on the project.</li>
<li>Add the ability to set dimensions on time and material contract lines.</li>
<li>Add the ability to use contract lines for revenue recognition.</li>
</ul>
<p>For example, the system uses the following logic:</p>
<ul>
<li>The line at the end of the grid defaults all projects and contracts to use the project dimension unless an individual record overrides that behavior.</li>
<li>The table line at the top of the grid is the next most specific record. It causes all projects associated with contract 00000017 to use the dimensions from the project line.</li>
<li>The middle line is the most specific record. It's project-specific. It overrides previously defined behavior. All transactions for Project 000000004 use the contract line for the basis of default dimensions.</li>
</ul>
<p>The <strong>Enable contract line based revenue recognition with Project Operations for non-stocked/resource based scenarios</strong> feature modifies the <strong>Project default dimension rules</strong> form by adding a column to add rules based on specific contract line groups as the first filter.</p>
<p>Business Value:</p>
<p>This feature gives you more flexibility for resource-based and nonstocked scenarios. You can use financial dimensions for both cost and revenue to analyze financial performance. You don't need to manually reclassify costs or revenue.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>This feature enhances the Project Budget management experience by improving visibility, usability, and contextual clarity when working with project budgets and budget versions. It addresses limitations of the existing Project form Budget tab and reduces ambiguity around budget version actions.</p>
<p>Since this is a navigation addition, the Budget section is available by default.</p>
<p><strong>Improved budget visibility</strong></p>
<ul>
<li>Budget information is presented in a dedicated, optimized experience that overcomes space constraints of the Project form.</li>
<li>Key budget attributes and financial details are clearly visible without excessive navigation.</li>
<li>The layout helps project managers quickly understand the current state of the project budget.</li>
</ul>
<p><strong>Contextual budget version actions</strong></p>
<ul>
<li>Budget version actions are available directly within the budget context.</li>
<li>The active or selected budget version is clearly indicated before any action is performed.</li>
<li>This provides confidence that actions are applied to the intended budget version.</li>
</ul>
<p><strong>Simplified navigation and usability</strong></p>
<ul>
<li>Reduced dependency on the Project ribbon for budget-related tasks.</li>
<li>Actions are aligned closely with the data being viewed.</li>
<li>Improved usability lowers the learning curve and increases efficiency.</li>
</ul>
<p><strong>Business value</strong></p>
<ul>
<li>Reduces confusion and errors when managing multiple budget versions.</li>
<li>Improves productivity by minimizing unnecessary navigation.</li>
<li>Enables more informed financial decision-making.</li>
<li>Enhances overall user satisfaction and trust in the system.</li>
</ul>
<p>Business Value:</p>
<p>Project managers can now view budget information in a more focused and intuitive experience, overcoming the space limitations of the Project form’s Budget tab. Key budget details are easier to access, improving visibility and understanding of project financials. Budget version actions are now clearly contextualized, reducing confusion about which version an action applies to. These improvements help minimize errors, improve usability, and enable more confident and efficient budget management.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
LaunchedDynamics 365 Project Operations
<p>This feature expands the existing general journal functionality for modern projects.</p>
<p>A new capability is added so general journal lines can have an associated <strong>project resource</strong>.</p>
<ul>
<li>Specifying the project resource on a journal line allows for increased tracking and auditability for where organizations want to track expense journals on a detailed per-resource basis instead of in a summary.</li>
<li>Tracking expenses on a per-resource basis is especially helpful for scenarios around accruals where all expenses aren't approved and posted from the prior period and organizations want to track as per-resource accruals to reverse in the next month.</li>
<li>Additional enhancements are being added for an improved user experience.</li>
</ul>
<p>This feature is specific to customers using the <strong>Project Operations Integrated with ERP</strong> deployment type.</p>
<p>Business Value:</p>
<p>Microsoft Dynamics 365 Finance offers rich functionality with journals for many scenarios. It includes advanced capabilities such as workflow and reversals. When you use this functionality, you can create general journals in Finance for Microsoft Dataverse-based projects to post expenses.</p>
<h2>Availability</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Value</th>
</tr>
</thead>
<tbody>
<tr>
<td>Version</td>
<td>10.0.48</td>
</tr>
<tr>
<td>Feature Scope</td>
<td>Users (enabled by admins)</td>
</tr>
</tbody>
</table>
In developmentDynamics 365 Project Operations
<p>Correcting transactions after they’ve been processed can be a complicated and difficult process. Currently in Project Operations, you must select all the transactions you want to correct at the same time to create the journal, and all transactions added to the journal must be corrected in the same way. This leads to significant repeat work, where you need to create multiple journals to be able to make different corrections on different transactions. This feature updates that process with the following changes:</p>
<ul>
<li>Transactions can be marked with <strong>Needs correction</strong> from the billing hub view, then once all required transactions have been marked, you can create the journal. This simplifies the journal creation process.</li>
<li>Different transactions added to the same correction journal can be corrected in different ways, reducing the number of journals that need to be created.</li>
<li>A wider set of fields is available for correction, limiting the number of transactions that need to be recalled to the draft entry state (a more complicated process) to complete the required changes.</li>
<li>Time transactions can be split across multiple projects and tasks without recalling the draft entry state.</li>
<li>A UI overhaul will be done to make the corrections process easier and simpler to follow.</li>
</ul>
<p>Overall, these changes make corrections easier, minimize mistakes that can lead to major problems, and reduce frustration with the interface.</p>
<p>Business Value:</p>
<p>Correcting previously processed transactions is a difficult process that’s made harder by UX limitations. The changes in this feature update let you make different corrections within the same journal, correct a wider range of fields, and easily select transactions that need correction. With the new experience, a larger volume of transactions can be corrected at once to reduce repetitive work while simultaneously making the process clearer and simpler. This reduces mistakes made during the corrections process, which in turn minimizes the more costly and problematic billing errors.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
In developmentDynamics 365 Project Operations
<p>This feature lets different currency units show the actual record for the accounting currency when the unit differs from the base currency. Today the correct value is shown, but the units are incorrectly shown as the base currency, regardless of the actual accounting currency unit. In this feature, accounting currency fields are stored in a child record with the correct currency unit and appears with the correct label on the actual form.</p>
<p>Business Value:</p>
<p>Currently in Project Operations, when an accounting currency differs from the company's base currency, it's shown with an incorrect currency label on the actual record in Microsoft Dataverse. The correct currencies are used when the data is sent to finance and operations apps, but this mismatch often creates confusion and leads to unnecessary double-checking and corrections. With this update, currency units are correctly shown in Dataverse.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
In developmentDynamics 365 Project Operations
<p>This feature introduces a robust what-if analysis capability for estimates that enables you to model scenarios and evaluate their impact on key financial goals.</p>
<ul>
<li><strong>Scenario modeling</strong>: Use existing quotes to simulate scenarios and assess their effects on goals like profitability and gross margins.</li>
<li><strong>Goal-oriented analysis</strong>: Select specific goals and target values to model pricing changes effectively.</li>
<li><strong>Dynamic pricing dimensions</strong>: Adjust key pricing dimensions to explore how changes influence the selected goals.</li>
<li><strong>Informed decision-making</strong>: Review multiple what-if analysis models, compare outcomes, and apply the most suitable option to the quote.</li>
</ul>
<p>Business Value:</p>
<p>This feature empowers you to simulate various estimation scenarios by adjusting key pricing dimensions, providing real-time insights into quote estimations. You can explore different strategies and quickly identify the most effective path to achieve your financial goals. By manipulating factors such as price, discount rates, and cost reductions, you can optimize profitability and align quotes with specific sales targets.</p>
<p>Automated calculations save time, reduce errors, and enhance negotiation flexibility, enabling sales teams to confidently tailor proposals to client needs while safeguarding their bottom line. This ensures that every quote meets both customer satisfaction and business objectives.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>In the task grid, when you select the <strong>i</strong> icon next to a task name, the <strong>Task details pane</strong> opens so you can enter more information. This pane is part of Microsoft Project for the web and is embedded in an iframe that makes it non-customizable.</p>
<p>With this feature, you get a customizable task form. The form shows essential task attributes and lets you bring customization to the task pane. You can manage and track project tasks more easily in one place. This feature is managed through a feature flag in Project Parameters. When enabled, clicking the <strong>i</strong> icon opens a customizable task pane that lets you manage tasks and trigger business flows directly from the task grid. You can still access the standard Project task pane via the overflow menu, giving you complete flexibility to choose between the custom Dataverse task pane and the Office task pane based on your requirements.</p>
<p>Business Value:</p>
<p>You can customize tasks right in the details pane without leaving the grid. No more switching tabs or opening extra forms, just a smooth, in-context experience that keeps work moving. This flexibility lets you shape task views to fit your processes by adding, removing, or formatting fields. You also save time and reduce errors with custom validations and workflows triggered directly from the pane, helping your team work faster and more efficiently.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>When you enable the <strong>Enable subcontractor vendor invoice matching to actuals for Project Operations integrated with ERP</strong> setting, you activate this feature.</p>
<p><strong>Key capabilities:</strong></p>
<ul>
<li><p>This feature enables procurement managers, project accountants, and accounts payable users in finance and operations apps to efficiently identify, review, and match project actuals generated from subcontracting activities against incoming vendor invoices. By providing visibility into the underlying actual cost transactions, users can validate that the invoice accurately represents the work performed and the costs incurred before approving vendor invoice.</p>
</li>
<li><p>The capability supports invoice validation and exception management by allowing users to compare vendor invoice amounts with received services, posted actuals, and project cost data, instead of to all product receipts.</p>
</li>
<li><p>By establishing a direct relationship between vendor invoices and subcontracting actuals, the feature significantly reduces the need for manual reconciliation activities.</p>
</li>
<li><p>The feature streamlines the end-to-end subcontracting procure-to-pay process by creating a more connected workflow between procurement, project operations, and finance teams. Organizations can achieve faster invoice review and approval cycles, improve financial controls, increase transparency into subcontracting costs, and ensure that vendor payments are aligned with actual project consumption and contractual commitments.</p>
</li>
<li><p>In addition, having actuals available during invoice matching improves auditability and traceability. Finance teams can easily demonstrate how vendor invoice amounts were derived, what project transactions they relate to, and whether they fall within approved project and procurement budgets, thereby strengthening compliance and governance controls.</p>
</li>
</ul>
<p>Business Value:</p>
<p>This feature enables subcontractor vendor invoice matching to actuals for Dynamics 365 Project Operations integrated with ERP and enhances financial accuracy and operational efficiency in subcontracting processes by enabling vendor invoice matching against actual costs. It reduces manual reconciliation, minimizes invoicing errors, and ensures compliance with cost tracking requirements. As a result, organizations can improve transparency, strengthen vendor relationships, and accelerate the procure-to-pay cycle.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>Project Operations supports <strong>Externally scheduled</strong> projects, where organizations use their own scheduling engine and manage project schedules outside of Project Operations. Previously, the <strong>Copy Project</strong> capability was available only for Project for the Web scheduled projects. Customers using externally scheduled projects had to manually recreate project structures, configurations, and related data when starting similar projects or creating project templates.</p>
<p>With this feature, <strong>Copy Project</strong> is now supported for externally scheduled projects, bringing parity across project types through a unified copy experience. You can copy an externally scheduled project either to a new project or to an existing empty project, simplifying project creation and template-based planning. As part of the enhanced copy experience, you can also review and update key project attributes before completing the copy operation, including fields such as Contracting Unit, Owning Company, Calendar Template, and other project-specific settings. This provides greater flexibility and enables organizations to adapt copied projects to their target business context without requiring post-copy updates.</p>
<p>Business Value:</p>
<p>If you work with external scheduling tools, you can now skip the hassle of starting over. This update lets you copy those projects directly into Microsoft Dataverse, so creating a new project is quick and simple. You save time, cut down on manual work, and keep your team focused on delivering results instead of repeating tasks.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>Today, when you select <strong>Copy Project</strong>, the system creates a project and copies everything from the source project to the newly created project. In this flow, you aren't allowed to update fields like contracting unit, owning company, and other key fields for the new project.</p>
<p>When this feature is enabled in the feature control settings, you can:</p>
<ul>
<li>Use the new unified copy project experience.</li>
<li>Copy a project to a new project and to an existing empty project. Select the project as the target during the copy process.</li>
<li>Specify important project attributes, including the Contracting Unit, Owning Company, Schedule Mode, and Calendar Template before creating a copy of a project.</li>
</ul>
<p>Business Value:</p>
<p>In Project Operations, copying a project has always been possible, but the current process limits your ability to change critical details. The new experience changes that. Now, you can update essential fields while duplicating a project, giving you greater control and flexibility to align with your business needs and save time managing project data.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>For organizations delivering complex projects, a single invoice proposal can include thousands of invoice lines. Similarly, thousands of customers might need to invoice every billing cycle. In both cases, the window is often short between the time users submit all transactions for the period, review them, and generate invoices. This feature significantly improves performance when posting the project invoice proposal and makes the final invoice document available.</p>
<p>This feature provides the following capabilities:</p>
<ul>
<li>New logic that splits the invoice posting process into multiple threads. This logic distributes the work instead of doing all the work sequentially in a single thread.</li>
<li>A new project parameter where you configure the number of parallel threads.</li>
</ul>
<p>Business Value:</p>
<p>When you complete invoices on time, you meet billing deadlines and keep cash flowing into your business. This feature reduces the turnaround time for posting invoice proposals so you can quickly create the final invoice document to send to customers.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>Project Operations sets a 24-hour limit on daily time entry hours that can be logged (including vacation hours). Administrators can modify this out-of-the-box validation in the Parameters section to meet their organization’s needs. Administrators can set a preferred maximum duration (in minutes) and provide a more realistic limit (for example, 9 hours) for time entry users. This configuration is checked each time a new time entry is created or modified.</p>
<p>Business Value:</p>
<p>You can now set a limit on the number of hours logged in time entries, making it easier to keep reporting consistent and aligned with your organization’s policies.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Customers can now configure the allowable increment for time entry durations to ensure that all logged time adheres to their organization’s time-tracking policies. When enabled, you can only create or modify time entries whose duration is a multiple of the configured value (for example, 15 minutes, or 1 hour), helping prevent erroneous or non-compliant time entries from being recorded.</p>
<p>Business Value:</p>
<p>Customers can now ensure that time entry duration is always a multiple of a value set by them, preventing erroneous time entries from being logged.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>Administrators can now enable time-zone-independent behavior for the Time Entry Grid so that time entries appear on the same calendar date, regardless of a user's time zone. This helps organizations with globally distributed teams maintain a consistent view of reported time and eliminates issues where entries appear on different dates due to time zone conversions.</p>
<p>The enhancement improves accuracy, simplifies reconciliation and approvals, and ensures users see and manage time entries based on the intended business date rather than their local time zone.</p>
<p>Business Value:</p>
<p>Make it easier for your global teams to stay aligned by showing time entries on the same date for everyone. This prevents unexpected date changes from time zone conversions, so you keep data consistent and avoid confusion.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>For organizations using a structured and formal invoice workflow as part of their revenue collection, it's critical that invoices can be created and worked through to completion in a timely manner. When a configuration change causes an error, it's vital that these errors get resolved quickly so as not delay revenue generation. In support of timely invoicing, this new feature enables customers to unblock failed invoices on their own without complicated troubleshooting or the need to raise a support ticket.</p>
<p>This feature provides the following capabilities:</p>
<ul>
<li>Use the new <strong>Reset invoice proposal workflow status</strong> form when invoicing workflow is enabled.</li>
<li>View and reset failed workflows by users in the project accountant or project manager role without the need to involve IT or support.</li>
<li>Preserve the existing workflow history for historical review and audit purposes.</li>
</ul>
<p>Business Value:</p>
<p>Timely approval of customer invoices is critical to keeping your cash flow steady and your operations running smoothly. This feature helps you avoid delays by automatically correcting issues that could stop an invoicing workflow from being recalled or approved, so your business stays on track without extra effort.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>When you enable the <strong>Enable investment project for Project Operations integrated with ERP</strong> setting, you activate this feature.</p>
<ul>
<li><p><strong>Project Classification</strong>: The project manager uses this classification to mark a project as an investment project. Use this classification for internal projects. Don't link investment projects to customer-facing contracts.</p>
</li>
<li><p><strong>Transaction Estimates</strong>: The project manager adds estimates and budgets for each transaction type. This feature supports better planning and cost tracking.</p>
</li>
<li><p><strong>Contract Restrictions</strong>: The system blocks investment projects from project contracts. This restriction keeps investment projects for internal use only.</p>
</li>
<li><p><strong>Financial Treatment</strong>:</p>
<ul>
<li>The system records all costs as work in progress (WIP).</li>
<li>When you complete the project, the system lets you choose between two options. You can eliminate the project to generate a fixed asset. Or, you can transfer WIP costs to another ledger account. The choice depends on your organization's accounting strategy.</li>
</ul>
</li>
</ul>
<p>Business Value:</p>
<p>The Investment project feature in Dynamics 365 Project Operations, integrated with ERP, enables organizations to manage internal capital initiatives such as infrastructure development, research and development, and asset creation. It enhances financial governance, streamlines asset capitalization, and aligns project execution with strategic goals.</p>
<p>Organizations can capitalize long-term project costs to support compliance with accounting standards and improve financial reporting accuracy. The feature tracks all costs for items, time, and expenses as work in progress (WIP), so you have complete visibility and control.</p>
<p>When you complete the project, the system automates the conversion of WIP costs into fixed assets. This automation eliminates manual reconciliation and ensures accurate asset registration.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>This feature provides an experience to change the task schedule mode on the <strong>Customizable task details pane</strong>. To enable this feature, from project parameters select <strong>Enable Customize Task Pane</strong>.</p>
<p>When enabled through feature control, this functionality lets you:</p>
<ul>
<li>Set a task level schedule mode on the <strong>Customizable task details</strong> pane.</li>
<li>Manage the task level schedule modes.</li>
<li>Schedule API support.</li>
</ul>
<p>Business Value:</p>
<p>With traditional scheduling, you’re stuck using one mode for the entire project, even when tasks have different needs. That limitation adds extra work and leads to plans that don’t match reality. Task-level schedule mode changes that. You can pick the right mode for each task, no matter what the project default is. This flexibility helps you create accurate timelines, cut down on manual effort, and keep projects on track when scheduling requirements vary.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
Rolling outDynamics 365 Project Operations
<p>This feature provides an experience to change the task calendar on the <strong>Customizable task details pane</strong>. To enable this feature, from project parameters select <strong>Enable Customize Task Pane</strong>.</p>
<p>When enabled through feature control, this functionality lets you:</p>
<ul>
<li>Set a task-level calendar on the <strong>Customizable task details</strong> pane.</li>
<li>Manage task-level calendars.</li>
<li>Schedule API support.</li>
</ul>
<p>Business Value:</p>
<p>With project-level calendars, every task follows the same schedule, even when timing needs differ. That often means extra work and inaccurate plans. Task-level calendars change that. You can assign a unique calendar to each task, giving you control over working hours and timelines. This flexibility helps you build accurate schedules, reduce manual changes, and keep projects moving even when tasks vary. Combined with task-level schedule mode, you decide what the system adjusts, effort, duration, or units, while still setting custom hours for each task.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>Previously, importing an .mpp file always created a new project. The import process copied the work breakdown structure from the .mpp file into the new project. You couldn't import a .mpp file into an existing project. This limitation made it difficult to manage projects when overall planning happens in Project Operations and individual planning happened offline in Microsoft Project for desktop.</p>
<p>With this feature, you can:</p>
<ul>
<li>Choose to import the .mpp file into either a new project or an existing project.</li>
<li>Update key project attributes, such as <strong>Contracting Unit</strong> and <strong>Owning Company</strong>, directly within the import experience.</li>
<li>Know the project is imported based on the selected import option and configured settings.</li>
</ul>
<p>Business Value:</p>
<p>Import Microsoft Project (.mpp) files directly into your empty projects to speed up setup. This helps you avoid starting from scratch and keeps your team focused on delivering results instead of managing project creation.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>This feature adds a security system that lets administrators restrict what users can access inside the Project for the web iFrame on projects they access but don't join as team members. Project managers can use the same system to set restrictions for team members on their projects.</p>
<p>When this feature is enabled in the feature control settings, the following changes occur:</p>
<ul>
<li>Access restrictions are updated on user level and project team member levels.</li>
<li>At user level, "Read only" and "Full Access" are supported.</li>
<li>At project team member level, "Read only", "Full Access", and "Custom" are supported.</li>
<li>"Custom" access can be configured for create, update, and delete tasks separately.</li>
<li>The access control is applied at the task grid level.</li>
</ul>
<p>Business Value:</p>
<p>Today, when you open a project record, you can make unlimited changes in the Microsoft Project for the web iFrame, including creating, editing, or deleting tasks, dependencies, and goals. This update gives you control over what actions users can take in that iFrame, helping you protect data integrity and manage permissions more effectively.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
LaunchedDynamics 365 Project Operations
<p>As part of our commitment to continuously improve Project Operations, we plan to expand the Enterprise Task Custom Columns capability in an upcoming release. This enhancement builds on the existing functionality that allows you to add Date, Text, Number, and Choice fields to the task grid.</p>
<p>With this enhancement, you gain the ability to add currency data type fields as enterprise task custom columns. This change makes it easier to surface financial data directly in the task grid, eliminating the need for task form customizations.</p>
<p>The process for creating and adding custom columns remains unchanged, ensuring a consistent and familiar workflow while offering expanded options. This feature will be enabled by default for all customers and doesn't require any additional configuration or action to enable.</p>
<p>Business Value:</p>
<p>This feature lets you add Currency fields as custom columns in your task grid, so you can keep essential financial details where you need them. It saves you time by reducing extra navigation and eliminates the hassle of customizing task forms. With more data in one place, you make faster decisions and streamline your processes without added complexity.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
In developmentDynamics 365 Project Operations
<p>With this feature, the system automatically updates the correct sales and cost prices in quotes and contracts based on the effective date. The system calculates prices using weighted average prices for both quote line details and contract line details, so pricing calculations are precise and reliable. This automation greatly reduces the manual work needed to track and update prices. It also lowers the risk of errors and discrepancies in pricing.</p>
<p>The feature also lets you keep a detailed audit trail of all changes you make to quotes and contracts. This audit trail provides full transparency and traceability, so you can trust the accuracy and integrity of your pricing information.</p>
<p>You can view exact totals at any point in time, showing all current and historical pricing data. This real-time visibility into totals makes contract management easier and helps ensure that you accurately account for all financial aspects.</p>
<p>Business Value:</p>
<p>Managing time-phased price changes for labor, expenses, and materials within quotes and contracts can be challenging. This enhancement ensures that any price changes automatically take effect from their effective date. You get accurate and up-to-date pricing without manual intervention.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
LaunchedDynamics 365 Project Operations
<p>As part of our commitment to continuously improve Project Operations, we plan to expand the <strong>Enterprise Task Custom Columns</strong> capability. This enhancement builds on the existing functionality that allows you to add <strong>Date</strong>, <strong>Text</strong>, <strong>Number</strong>, and <strong>Choice</strong> fields to the task grid.</p>
<p>With this enhancement, you gain the ability to add <strong>Lookup data type</strong> fields as enterprise task custom columns. This change makes it easier to surface relational data directly in the task grid, eliminating the need for task form customizations.</p>
<p>The process for creating and adding custom columns remains unchanged, ensuring a consistent and familiar workflow while offering expanded options.</p>
<p>This feature is enabled by default for all customers and doesn't require any additional configuration or action to enable.</p>
<p>Business Value:</p>
<p>This feature is designed for teams that manage complex projects and need quick access to key information. By adding Lookup fields directly to the task grid, you can keep critical data in one place without switching screens. This saves time, reduces manual customization, and helps your team stay focused on delivering results instead of managing forms.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
LaunchedMicrosoft Copilot (Microsoft 365)Dynamics 365 Project Operations
<p>This feature enhances Dynamics 365 Project Operations by extending its native work breakdown structure effort tracking to include approved time captured in Field Service when the Field Service and Project Operations integration is enabled and time flows in at the project task level.</p>
<p>Approved Field Service time now contributes directly to task-level WBS execution metrics in Project Operations when time is captured against a project task. Task metrics such as effort completed, effort remaining, percent complete, estimate at completion, and schedule variance are calculated using approved field labor under the same native project rules used for time entered directly in Project Operations.</p>
<p>Because these calculations occur at the leaf task level, their impact rolls up automatically to summary tasks and the project root. Effort tracking views, reprojections, and project-level status indicators reflect real execution in the field, rather than inferred progress or manual reconciliation. Project managers can assess delivery health, forecast outcomes, and identify schedule risk using execution metrics grounded in approved field work.</p>
<p>This enhancement doesn't introduce new execution logic or formulas. It enables existing Project Operations WBS effort tracking behavior to include Field Service execution when time is captured against project tasks.</p>
<p>This feature is only available when the Field Service and Project Operations integration is enabled.</p>
<p>Business Value:</p>
<p>When field technicians complete work tied to a project task, you see that progress reflected immediately in your project health metrics. Approved Field Service time flows directly into task-level work breakdown structure (WBS) tracking in Dynamics 365 Project Operations, so effort completed, percent complete, estimate at completion (EAC), and schedule variance stay accurate without manual reconciliation.</p>
<p>Enabled for:</p>
<p>Enabled for admins/makers/marketers automatically</p>
LaunchedDynamics 365 Project Operations
<p>The experiences for using inventoried products in Project Operations use the Inventory and Warehouse modules of Dynamics 365 Supply Chain Management. To accurately estimate the availability of stocked items and their costs, the system uses Pricing and Inventory visibility services. Use the Inventory close process in Supply Chain Management to update the project cost and show accurate consumption of project budgets. Providing all the capabilities needed to manage stocked items on projects takes multiple release waves.</p>
<p>This feature is specific to the Project Operations Integrated with ERP deployment type. It can be enabled in the <strong>Feature management</strong> workspace with the <strong>Enable stocked products usage for project operations integrated deployments</strong> feature. The same feature needs to be enabled in Dataverse under the feature control.</p>
<p>This feature will leave preview and be generally available with the 10.0.49 release.</p>
<p>Business Value:</p>
<p>If you manage projects that depend on inventoried products, this feature helps you stay in control. You can see real-time inventory levels across sites and warehouses, so you know exactly what’s available. With that insight, you can plan ahead, avoid delays, and keep your projects on track without overspending or running short on materials.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>When enabled through feature control, this feature lets you configure a default booking method in the Schedule Board settings. The selected default booking method is automatically applied during booking. You can override the default by changing the booking method at the time of booking.</p>
<p>Business Value:</p>
<p>The Configurable booking method feature ensures consistent and predictable resource bookings by allowing organizations to set a default booking allocation method across the Schedule Board and Schedule Assistant. This reduces the risk of incorrect bookings caused by inconsistent defaults, minimizes rework and cancellations, and saves time for resource managers.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>When enabled through feature control, this capability enables multiple selections on the Resource Reconciliation grid. This feature lets you:</p>
<ul>
<li>Select multiple time durations on the grid.</li>
<li>Select multiple users on the grid.</li>
<li>Extend the bookings for selections done on the grid.</li>
</ul>
<p>Business Value:</p>
<p>Bulk reconciliation streamlines the process of aligning bookings and assignments in Dynamics 365 Project Operations by enabling users to reconcile multiple resources and date ranges in a single action. This eliminates repetitive, one-at-a-time reconciliation, significantly reducing administrative effort and time spent on project maintenance. By improving efficiency and accuracy at scale, the feature helps project teams keep plans aligned, reduce inconsistencies, and manage large or complex projects more effectively.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Project and project task start, and end times are saved in a date-time format. The system converts these times to GMT before saving them. When the product displays these times, it converts them back to the user's time zone. However, some integrations and customizations pull only the date from this field. This approach causes problems when the conversion to GMT changes the date. The problem happens when an integration pulls only that date from the field without converting it back to GMT.</p>
<p>To prevent this problem, create new fields on the entity to store the start and end date and time values without converting them to GMT. With these fields, you can confidently pull only the date without worrying about time-zone conversion causing the date to change.</p>
<p>Business Value:</p>
<p>This feature helps you avoid time zone headaches when managing project schedules. Instead of converting times to GMT, which can shift dates and create confusion, it stores start and end dates exactly as you enter them. That means fewer errors, less rework, and more accurate timelines for your team.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
In developmentDynamics 365 Project Operations
<p>The new timeline view augments the experience for team members in Project Operations by giving them visibility into current and upcoming staffing (both task and project level).</p>
<p>The feature includes:</p>
<ul>
<li>Weekly view of task-level assignments.</li>
<li>Weekly view of project-level bookings.</li>
<li>Clear highlighting of periods without staffing (bench time).</li>
</ul>
<p>Business Value:</p>
<p>A lack of visibility into current and upcoming project staffing leads to suboptimal planning and inefficient onboarding. This also creates uncertainty around bench time (utilization). By providing team members with a clear view of task- and project-level staffing, this feature aims to eliminate these issues.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Team members can now begin their time entry process from their assigned or booked projects and tasks, making their time entries more aligned with staffing and reducing manual effort overall. When you select time entry creation from the new <strong>Projects and Tasks</strong> view, you're redirected to the time entry grid where your entries are prepopulated based on assigned or booked hours.</p>
<p>Business Value:</p>
<p>This feature saves you time by eliminating manual entry. It prepopulates details with your current staffing, so you track time more accurately and focus on work that drives greater impact.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>This feature lets you:</p>
<ul>
<li>View continuous, multiday booking as blocks of booking for the daily/weekly/monthly view set on the schedule board.</li>
<li>Select partial booking on the schedule board.</li>
<li>Get cancel and delete options for complete booking and partial booking.</li>
</ul>
<p>Business Value:</p>
<p>The partial booking modification feature lets resource managers cancel specific portions of a resource booking without deleting and recreating it. This reduces manual effort, improves scheduling accuracy, preserves audit history, and unlocks partially available capacity. The result is more flexible planning, higher usage, and better support for agile, real-world project delivery.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
In developmentDynamics 365 Project Operations
<p>The web experience for time entry in Dynamics 365 Project Operations is getting a series of improvements that make time entry faster and more accurate. The improvements give team members better tracking capabilities.</p>
<p>These upgrades include:</p>
<ul>
<li>A new calendar interface to view, create, and change time entries.</li>
<li>The ability to track time across different timelines, such as weekly or monthly.</li>
<li>Tighter integration of the work breakdown structure for assigned tasks and projects within the time entry creation step (quick create forms).</li>
<li>Improved tracking with benchmarking of actual versus target hours and visualizations that help team members track their progress on project tasks.</li>
</ul>
<p>Business Value:</p>
<p>Every organization needs an efficient time entry experience for its consultants and team members. This experience gives you the flexibility to log time in different ways. It minimizes the number of clicks and effort required to enter time.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Project team members on Lite and resource-based and nonstocked deployments of Project Operations now have a new mobile application based on Microsoft Power Apps. The new mobile app helps them log time, keep track of submitted entries, and view the work assigned to them.</p>
<p>The application provides users with the following capabilities:</p>
<ul>
<li>A view that summarizes all Microsoft Outlook meetings and Microsoft to-do items for the day. Use these meetings and to-do items to log time entries.</li>
<li>The ability to view projects and tasks where the team member is currently assigned, and the duration of the staffed project.</li>
<li>A section to view day-wise time entries across statuses (Draft, Submitted, and so on). Users can modify or delete editable entries, submit entries for approval, or recall already submitted entries.</li>
<li>Users get access to a new mode of logging time with a timer. Use the timer to record how long you work on granular tasks. Later, tag the timer to a project or task to turn it into a time entry.</li>
</ul>
<p>When you make changes in the mobile app, the changes sync to the web app for Project Operations or Project Operations Team Member, and vice versa. We’ll soon update the steps to install or enable this mobile app.</p>
<p>Business Value:</p>
<p>Project consultants often travel for work and find it challenging to log weekly time entries while they're on the go. With the new mobile experience in Dynamics 365 Project Operations, users can view, create, and submit their time entries for approval.</p>
<p>Enabled for:</p>
<p>Enabled for admins/makers/marketers automatically</p>
In developmentDynamics 365 Project Operations
<p>When employees receive cash advances in one currency and settle expenses in another (or on different dates), foreign exchange rate differences arise. This feature detects, calculates, and posts realized exchange rate variances between the advance issue rate and the settlement or report rate, ensuring accurate reimbursement amounts, GL impact, and auditability without manual adjustments.</p>
<p>This feature ensures that:</p>
<ul>
<li>Cash advances are based on transaction currency, not just accounting currency.</li>
<li>You can calculate and post realized foreign exchange (FX) gains or losses explicitly.</li>
<li>Employee (vendor) accounts always net to zero after settlement.</li>
<li>Finance teams gain clear visibility and auditability into exchange rate variances.</li>
</ul>
<p>Business Value:</p>
<p>With this feature, you can handle exchange rate differences with confidence. This capability makes settling cash advances easier by using the transaction currency instead of just the accounting currency. It also posts any realized foreign exchange gains or losses, so your books stay accurate.</p>
<p>You'll see clear benefits: employee accounts always balance to zero after settlement, and your finance team gets full visibility into exchange rate variances. This means fewer reconciliation headaches and better audit readiness, saving time and reducing errors.</p>
<p>Enabled for:</p>
<p>Enabled for end users automatically</p>
In developmentDynamics 365 Project Operations
<p>Core capabilities include:</p>
<ul>
<li><strong>Recurring billing</strong>: Create and manage subscription contracts with flexible billing schedules (monthly, quarterly, annually).</li>
<li><strong>Automated invoice generation</strong>: Automatically create invoices based on predefined schedules; supports batch processing.</li>
<li><strong>Flexible pricing models</strong>: Standard, tiered-based pricing; consolidate multiple billing lines into one invoice.</li>
<li><strong>Integration</strong>: Seamless flow between CE and finance and operations for invoicing and accounting; supports Dataverse-based configuration.</li>
<li><strong>Advanced scenarios</strong>: Fee journal-based billing for project contracts, subscription hold or termination management, and refund handling.</li>
</ul>
<p>This feature is enabled using a feature flag.</p>
<p>Business Value:</p>
<p>Organizations increasingly adopt subscription-based models to create predictable revenue streams and improve customer experience. This feature drives efficiency by automating recurring invoicing and reducing manual intervention. It improves financial control, supports flexibility, and positions businesses to scale subscription offerings and forecast monthly recurring revenue (MRR) more accurately.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Core capabilities include:</p>
<ul>
<li>Extends NTE validation beyond time entries to include expense, material, and fixed-price components.</li>
<li>Enhances the Invoice Confirmation Service to block confirmation when Total Billed + Unbilled Committed > NTE Amount.</li>
<li>Fixes bugs where NTE status fails to update on approval records due to custom plugin conflicts, ensuring deterministic results.</li>
</ul>
<p>Business Value:</p>
<p>You get consistent control over Not-To-Exceed (NTE) limits across every billable type, so you avoid over-billing and protect revenue. It flags issues before invoices go out, saving you from costly rework, disputes, and end-of-month headaches. Plus, you always see an accurate NTE status on approval records, even when your customers customize their setup.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>This feature:</p>
<ul>
<li>Introduces an accounting date field on the invoice that you can define.</li>
<li>Sets a user-defined accounting date on the billed sales actuals, which is passed to finance and operations apps so the transaction is aligned to the same date.</li>
<li>Lets the accounting date differ from the transaction or document date to give you control over period alignment.</li>
<li>Lets the system fall back to the invoice confirmation date if the accounting date is not defined (existing default behavior).</li>
</ul>
<p>Business Value:</p>
<p>You can set the accounting date on an invoice separately from the transaction and document dates, so your billed revenue posts to the right financial period. This keeps Project Operations and finance and operations apps in sync, with the same accounting date flowing through for consistent billed sales postings.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>This feature is applicable only for Project Operations integrated with ERP environments.</p>
<p>Core capabilities include:</p>
<ul>
<li><strong>Expose Transaction Category field</strong>: Add the Transaction Category field to Retainer and Milestone entities in Microsoft Dataverse.</li>
<li><strong>Data synchronization</strong>:
<ul>
<li>Sync selected categories from Dataverse to finance and operations apps via Data Integrator (DW maps).</li>
<li>Align with project category in finance and operations apps for consistency.</li>
</ul>
</li>
</ul>
<p>This feature is enabled using a feature flag.</p>
<p>Business Value:</p>
<p>This feature enables correct categorization of retainers, milestones, and advances for accurate revenue posting in Dynamics 365 Finance. This eliminates manual intervention in finance and operations apps for category management, helping to reduce errors and improve productivity.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>This capability provides a structured, auditable process for creating, evaluating, and approving change orders on active project contracts.</p>
<p>You can capture updates to scope, pricing, resources, or timelines and apply those approved changes directly to the contract with full traceability. The system records the rationale, financial impact, and approval history for each change order, supports version comparison between original and updated contract details, and updates downstream elements such as billing schedules, budgets, and project schedule.</p>
<p>This workflow ensures accuracy, visibility, and compliance across sales, delivery, and finance teams throughout the contract lifecycle.</p>
<p>Business Value:</p>
<p>Change Order Management provides organizations with a governed and transparent way to handle contract updates, eliminating the risks created by manual workarounds. By capturing all scope, pricing, resource, and timeline changes within a structured review and approval process, teams prevent billing leakage, margin erosion, and financial inaccuracies. Automated audit trails, version comparisons, and downstream updates strengthen compliance and contractual accountability while reducing rework and operational confusion. Cross-functional alignment improves as sales, delivery, and finance operate from a single, consistent source of truth. This capability enhances forecasting accuracy, reinforces customer trust, and ensures protection of project profitability throughout the lifecycle of the contract.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Activate this feature by turning on the <strong>Enable purchase orders and item reservations for stocked items in Project Operations integrated with ERP</strong> feature within the <strong>Feature management</strong> workspace on the finance and operations architecture. When you enable this feature, you get the following capabilities:</p>
<ul>
<li><strong>Purchase order creation</strong>: Project managers can create purchase orders directly from item requirements. This capability enables procurement of stocked materials that align with project needs.</li>
<li><strong>Option to automatically create item requirements from purchase orders</strong>: Project managers who don't usually work with sales orders can get the benefits of item requirements while managing only purchase orders.</li>
<li><strong>Cost recording at receipt</strong>: You can record project costs when you receive the product, instead of waiting for the vendor to invoice. This capability improves financial accuracy and timeliness.</li>
<li><strong>Master planning integration</strong>: You can integrate with Dynamics 365 ERP master planning to autogenerate planned purchases or transfer orders based on project forecasts.</li>
</ul>
<p>This feature will initially be available as a preview starting with the 10.0.49 release.</p>
<p>Business Value:</p>
<p>The purchase orders using item requirements feature in Dynamics 365 Project Operations integrated with ERP enhances operational efficiency and financial accuracy by automating the procurement process for stocked materials tied to project needs.</p>
<p>This feature reduces manual effort and procurement delays by automatically generating item requirements from purchase orders. It improves cost visibility and budget control by ensuring real-time material consumption and cost recognition during product receipt.</p>
<p>Material usage synchronizes across Dynamics 365 Finance and Project Operations through seamless integration with Microsoft Dataverse through dual-write, which maintains data consistency. The system also supports three-way matching between purchase orders, receipts, and vendor invoices to ensure compliance and reduce financial discrepancies.</p>
<p>You can reserve stock for project-specific usage in Dataverse to ensure material availability, which minimizes project delays and enhances delivery timelines.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>This update enhances the Time Phasing of Estimates experience by delivering significant performance improvements across loading, recalculation, and user interactions. You can now work more efficiently with large estimates, complex distributions, and multiline quotes without experiencing delays. These improvements ensure smoother navigation when adjusting phased values, faster response times when recalculating totals, and a more reliable experience when viewing historical and future estimate periods. The feature continues to support accurate time-phased cost and sales prices of the Quote Line and Contract Line estimates while offering a noticeably faster and more seamless workflow.</p>
<p>Business Value:</p>
<p>You’ll spend less time planning and adjusting estimates, even when you’re handling complex or high-volume project data. Faster recalculations and smoother interactions mean your team can move quickly and keep projects on track without wasting resources.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>The improvements to project quote provide usability enhancements designed to modernize and streamline the experience. The goal is to reduce unnecessary complexity, improve clarity, and enable users to work more efficiently when creating and managing quotes.</p>
<p>The updated interface features an optimized layout and improved use of screen space, providing a cleaner, more efficient workspace for viewing and editing both project and product lines. You can access more relevant information at once with less visual clutter and fewer navigation steps, resulting in a more intuitive and productive workflow.</p>
<p>In addition, context-based insights are now surfaced directly within the quote, highlighting important details such as pricing indicators, estimate breakdowns, and potential data inconsistencies. These insights guide you toward more accurate quoting decisions and reduce the time needed to validate contract and estimate information.</p>
<p>Collectively, these enhancements deliver a smoother, more responsive, and more intuitive quoting experience, helping sales and project teams complete quotes with greater speed, accuracy, and confidence.</p>
<p>Business Value:</p>
<p>The enhanced project quote experience helps you work smarter and faster. By cutting unnecessary steps, simplifying the interface, and putting key insights right where you need them, you can make confident pricing decisions and finish quotes quickly. This means higher productivity, fewer mistakes, and faster turnaround for your business.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p><strong>How to enable the feature</strong></p>
<p>This feature is applicable to Project Operations Core and Project Operations Integrated with ERP. In feature management, enable the feature <strong>Enable Multiple Project Budget Drafts.</strong></p>
<p><strong>Problem</strong></p>
<p>Project managers were limited to maintaining a single draft version of a budget that had to be submitted for approval.</p>
<p>In real-world planning scenarios, project managers often need to evaluate multiple budget alternatives based on different assumptions such as resource mix, pricing, timelines, and cost structures. However, the absence of native support for multiple draft versions forced them to take the data outside Project Operations, perform offline analysis, and manually reconcile changes back into the system.</p>
<p>This approach was not only time-consuming but also introduced risks of inconsistencies, version control issues, and manual errors, ultimately reducing productivity and confidence in budget accuracy.</p>
<p><strong>Solution</strong></p>
<p>This feature introduces support for multiple draft budgets, enabling project managers to create, maintain, and iterate on alternative budget versions directly within Project Operations. By allowing multiple drafts to coexist, project managers can now experiment with different planning scenarios without losing prior work or overriding existing drafts. This serves as a foundational capability for more advanced budget management scenarios.</p>
<p>Additionally, the user interface has been enhanced to provide clear visibility into multiple draft versions, making it easier for project managers to navigate, review, and manage different budget iterations efficiently.</p>
<p>This capability also sets the groundwork for upcoming enhancements, including in-product comparison across draft budgets, which will further streamline decision-making and scenario evaluation. We call that what-if analysis of a project budget.</p>
<p><strong>Impact</strong></p>
<ul>
<li>Enables creation and management of multiple draft budget versions within the system.</li>
<li>Eliminates the need for offline analysis and manual re-entry of budget changes.</li>
<li>Reduces the risk of manual errors, inconsistencies, and version control challenges.</li>
<li>Improves planning agility by allowing exploration of multiple budget scenarios.</li>
<li>Enhances overall efficiency and productivity for project managers.</li>
<li>Establishes a foundation for future capabilities such as draft comparison and advanced budget analytics.</li>
</ul>
<p>Business Value:</p>
<p>Project managers creating project budgets, whether from estimates, contracts, quotes, or from scratch, were limited to a single draft version that had to be submitted for approval. When they needed to explore or compare alternative budget scenarios, the only option was to take Dynamics 365 Project Operations data, perform offline analysis, and manually update changes back into the system. This process was time-consuming, error-prone, and inefficient.</p>
<p>This feature introduces support for multiple draft budgets, enabling project managers to create and manage alternative budget versions directly within Project Operations. This lays the foundation for in-product comparison of draft budgets, which will be introduced in a subsequent release.</p>
<p>To support this capability, the user interface has been enhanced to allow project managers to easily view and manage multiple draft versions of a budget. As a result, this feature enables creation of multiple draft budget versions, eliminates the need for offline analysis and manual re-entry, reduces risk of manual errors, and improves efficiency and decision-making for project managers.</p>
<p>Enabled for:</p>
<p>Enabled by admins/makers/marketers for end users</p>
In developmentDynamics 365 Project Operations
<p>Task grid full-screen mode enables project managers and team members to expand the task grid to use the available screen space. By minimizing surrounding page elements, users gain a larger workspace for viewing and managing task hierarchies, schedules, assignments, dependencies, and other task details.</p>
<p>Users can enter full-screen mode when they need a focused planning experience and return to the standard project view when they need access to other project information.</p>
In developmentDynamics 365 Project Operations
<p>This feature posts a purchase order product receipt and the consumption of its linked project item requirement in one transaction. It applies when automatic item consumption is enabled or when you select Consume immediately while posting the product receipt. Both updates succeed together, or the system rolls them both back when an error occurs. The posting flow prevents duplicate project posting and preserves existing behavior for batch posting and cancellation or correction flows. This combined posting can only be triggered from product receipt posting. The feature is available for public preview in version 10.0.49 and is off by default. It applies to Project Operations connected with ERP and Project Operations for manufacturing deployment types.</p>
Rolling outDynamics 365 Project Operations
<p>Currently, to bring tasks from another project into a new project, you must manually enter the task details in the task grid or use schedule APIs. You can also use the <strong>Copy project</strong> feature to create a new project with the same tasks, but this feature has limitations:<br>
</p>
<ul>
<li>You copy the entire project, including unwanted tasks and extra information.</li>
<li>You can't combine tasks from multiple projects into a new project.<br>
<br>
With this feature, you can select and import tasks from one or more existing projects into a new project, saving time and effort. You can choose the project and tasks to import while adhering to the task limits per project as specified in the public documentation.<br>
<br>
When this feature is enabled in the feature control settings, you can:<br>
</li>
<li>Select the <strong>Import Tasks</strong> button from the project ribbon.</li>
<li>Use the project picker to select the source project in the side pane.</li>
<li>See the grid populate with the tasks associated with that project after a project is selected.</li>
<li>Choose the tasks to be imported into the target project, and then select <strong>Add</strong>.</li>
<li>Know that imported tasks are automatically appended to the target project's Work Breakdown Structure (WBS).</li>
</ul>
Rolling outDynamics 365 Project Operations
<p>Public APIs for the Import tasks capability enable customers and partners to programmatically import tasks from one project into another. Organizations can call these APIs from custom applications, integrations, or automated workflows instead of requiring a user to initiate each import manually.</p>
<p>The APIs support repeatable project-creation and planning scenarios, such as populating new projects with tasks from templates or previously completed projects. Customers can incorporate task imports into their existing project provisioning and automation processes.</p>
In developmentDynamics 365 Project Operations
<p>Approvers need access to the financial information behind an expense to make accurate approval decisions without leaving the approval experience. Dynamics 365 expense management mobile app will surface relevant financial dimensions directly within expense report approvals in the mobile app. Approvers can review financial coding in context before making a decision, helping reduce unnecessary navigation and keep expense approvals moving.</p>
In developmentDynamics 365 Project Operations
<p>Organizations operating across different regions need to record mileage expenses using the units of measure appropriate for their employees and local requirements. Dynamics 365 Project Operations will support kilometers (km) as a configurable unit of measure for mileage expenses, in addition to miles. Organizations can configure the appropriate mileage unit for their business, helping employees record mileage expenses accurately using the measurement standard relevant to their regional requirements.</p>
In developmentDynamics 365 Project Operations
<p>This feature supports controlled returns and packing slip cancellations for stocked item requirements originating in Finance and Supply Chain Management. You can open the Packing slip journal from the Item requirements page and cancel packing slips for eligible independent item requirements. Packing slip posting performs the physical inventory update while deferring the financial update, allowing cancellation before invoicing or finalization. Cancellation reverses the project cost, returns the item requirement to open order, and creates negative material usage and sales transactions through dual-write. Negative quantities remain blocked when entered directly in Dataverse.</p>
<p>This feature also enables the ability to create new item requirements for both positive consumption and negative return scenarios with product dimensions such as serial number to support returns or warranty scenarios.</p>
<p>The feature is off by default. To enable it, in Feature management, enable Enable packing slip cancellation for integrated deployments. It requires Enable packing slip cancellation for item requirements and Enable stocked products usage for resource/non-stock scenarios features to also be enabled.</p>
<p>To see the project cost posting, be sure to enable Post packing slip in ledger in Accounts receivable parameters to create the physical inventory voucher and display project cost. Fixed-price projects also require the feature Finalize uninvoiced stocked items before inventory can be financially finalized.</p>
<p>Turning off the integrated cancellation feature restores the previous posting behavior and removes cancellation availability.</p>
<p>This feature applies to the Project Operations connected with ERP deployment type.</p>
In developmentDynamics 365 FinanceDynamics 365 Supply Chain ManagementDynamics 365 Project Operations
<p>The self-service environment migration feature moves management of an existing finance and operations apps environment from Microsoft Dynamics Lifecycle Services to the Microsoft Power Platform admin center.</p>
LaunchedDynamics 365 Project Operations
<p>This feature lets you define discount and fee percentages on a quotation or contract line. When a transaction is generated and approved, the system applies the discount or fee, updates actuals, and applies the amounts during invoicing. A discount reduces the line total, while a fee increases it. Quotation values carry over to contract lines.</p>
In developmentDynamics 365 Project Operations
<p>Transaction journals let users author complete time, expense, and material transactions—including different transaction classes within the same journal. Users enter transactions through a dedicated Transactions tab and select Preview to generate and review the journal lines and relationships that will be created.</p>
<p>When the journal is confirmed, Project Operations creates the applicable cost, unbilled-sales, and inter-organizational actuals, along with the required relationships between them, without creating an approval record or initiating an approval workflow. The confirmed journal is then locked using the existing journal behavior, and resulting actuals can be corrected through the existing correction-journal process.</p>
In developmentDynamics 365 Project Operations
<p>A single place in Project Operations where administrators and end users can discover the core features relevant to them <strong>in lite or resource/non-stocked deployments</strong>.</p>
<p>**For administrators: **</p>
<ul>
<li>Browse features by status: New, Available, Enabled, or Coming soon.</li>
<li>Filter and search by product area.</li>
<li>Review benefits, impact, dependencies, availability timing, and guidance.</li>
<li>Check whether a feature is optional or automatically enabled and whether it can be reversed.</li>
<li>Receive advance notice of upcoming features through notifications and a banner.</li>
</ul>
<p>**For end users: **</p>
<ul>
<li>View newly available and enabled features.</li>
<li>Access task-level guidance through Learn more.</li>
<li>Receive notifications on features newly available in the product</li>
</ul>