You can enable both auto credit card matching and itemization features. Choose the features that fit your organization's needs by setting specific parameters in the finance and operations environment.

When you enable this feature, the Expense Agent automatically matches credit card transactions with corresponding receipts and intelligently itemizes expenses. This feature removes the need for manual entry. When the agent detects a credit card transaction, it analyzes the transaction data—such as amount, date, and merchant details. It compares this data with the various uploaded receipts to find the best match.

In addition to matching, the agent itemizes complex expenses, such as hotel bills or group meals. It breaks down the total amount into line items based on receipt data or predefined rules. For example, the agent auto-itemizes a hotel invoice with room charges, taxes, and meals into distinct categories. Each category is accurately tagged.

This functionality significantly reduces the time you spend processing expenses, ensures data accuracy, and maintains compliance with organizational policies. It also enables finance teams to receive more detailed and structured expense data, so they can improve reporting and reconciliation processes.

By using Copilot and agentic automation, you can remove inefficiencies in the invoice process. The solution automatically detects work from Microsoft Outlook calendars and Microsoft Teams meetings. These features enable automated creation and submission of time entries. You don't need alerts and reminders that often frustrate project managers, consultants, and invoice administrators.

The automation also helps create, submit, and check policy for expense reports from emails and receipt scans. It includes automatic policy validations. Project managers can upload documents with rules to flag approvals that need review while allowing others to approve automatically.

Overall, these advanced technologies use natural language inferences and automation to help project-centered companies submit accurate invoices, reduce corrections, and remove frustrations and last-minute issues for everyone involved.

This feature uses the insight generator to capture data from predefined entities. Users can add these entities to the project status report. Users can also save and share the report with different audiences.

Work hour templates come from a bookable resource's work hours, but they don't include a calendar tab. To view or change these templates, you go to the resource and update their work hours. If you want to change the work hours in the templates, you check the resource's calendar.

To simplify updating the work hour template, we plan to add a calendar tab in the work hour template entity.

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 copy project feature to create a new project with the same tasks, but this feature has limitations:

• You copy the entire project, including unwanted tasks and extra information.
• You can't combine tasks from multiple projects into a new project.

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.

In revenue recognition, use fixed price billing arrangements with billing milestones to set the contract value. Customers need to calculate the contract value separately from the billing milestones when extra effort or resources are required to complete a fixed price project or when a contract line is discounted.

Use the contract value to calculate revenue recognition. Use billing milestones to invoice the customer. When you separate these values, you can recognize revenue based on the effort or stand-alone selling price. This approach aligns better with ASC 606 and IFRS 15 requirements.

Currently, customers who use the default scheduling engine can use the copy project functionality. This functionality isn't available for externally scheduled projects. With this new feature, you can copy externally scheduled projects and copy the project entity in Microsoft Dataverse to a new project.

In the task grid, when you select the i icon next to a task name, the Task details pane 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 noncustomizable.

With this new feature, you get a customizable task form. The form shows essential task attributes and lets you view and edit custom columns. With this feature, you can manage and track project tasks more easily in one place. .

When you enable this capability, you can:

• Manually edit the transaction date for per-diem expenses.
• Manually update the exchange rate for currency conversion.

The system uses the updated information in all following expense-related calculations and postings.

You get this feature through a feature flag or a parameter on the Expense Management parameters page.

This capability builds on the Enable flexibility in determining financial dimension defaulting for resource-based/non-stocked scenarios feature.

With this capability, organizations can apply dimension defaulting configuration rules to automatically get financial dimensions from contract lines or the related project for expense lines. This enhancement gives you more flexibility and control over how you apply default financial dimensions to expense-related documents. It improves data accuracy and reduces manual entry.

The feature adds a new tab to the expense management parameters page. With this tab, you can assign number sequences directly. The process for configuring number sequences matches the experience in other modules of the application, so it's more intuitive. With this enhancement, you can manage number sequences within the module instead of accessing and modifying the number sequence master.

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.

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.

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.

This feature combines the capabilities of both versions 3 and 4 into a single, user-friendly interface. Users can copy projects to fit their needs.

On the user interface, users select:

• Source project
• Target project
• Team member mapping options:
  • Don't copy team members
  • Replace team members with generic team members
  • Copy the named or generic team members in the source project

The feature provides administrators with a parameter on the Expense Management Parameters page. When you enable this parameter, the system posts expenses by using the posting date instead of the transaction date.

This feature improves the usability of invoice editing. The changes include:

• Fewer clicks to edit one or more invoice line details.
• Fewer clicks to bulk edit multiple fields on an invoice line detail.

This feature also gives billing administrators an improved invoice summary with key invoice insights. With these insights, administrators can make decisions faster.

Key enhancements in this feature include:

• Inclusion of workflow history
• Ability to map expenses to a travel requisition
• Quick matching of expenses with receipts
• Ability to add interim and final approver
• Ability to merge and match expenses
• Ability for expense submitters to attest anti-corruption

You get these enhancements through a feature flag, Expense Reports Re-Imagined Enhancements. First, you need to enable the Expense Reports Re-Imagined feature.

Project Operations lets you set discount and fee percentages for a project quotation or contract line. When you generate and approve a transaction, the system uses the contract line setup to apply the right discount or fee. Then, the system updates the actuals. During invoicing, the system applies discounts and fee amounts when needed and creates the financial transactions.

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.

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.

Users requested the ability to use journals in Dynamics 365 Finance with resource and nonstocked projects. This feature relaxes restrictions and allows expense-type general journals to flow through to Dataverse. New capabilities include:

• When you use the resource and nonstocked deployment, you can select Project as the source or the offset for the journal. Ledger is the other side of the transaction.
• Journals you create in Finance integrate and flow back into Dataverse. In Dataverse, you create actuals against the project.
• You use a new posting approach for this document that eliminates the use of the expense integration account.

Some of the most commonly used business processes that project managers perform during subcontract management include the following tasks:

• Modify subcontract line
• Track subcontract usage
• Monitor billing progress for subcontracts

Currently, project managers need to use multiple forms and interfaces to access these business processes. This complexity increases when project managers manage vendors and subcontracts across various projects.

The upcoming feature enhancement streamlines this process. It enables project managers to handle these tasks more efficiently.

To enable this feature, use a feature flag. With the feature flag, customers and partners can adapt to the changes while preserving any customizations they added.

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.

These upgrades include:

• A new calendar interface to view, create, and change time entries.
• The ability to track time across different timelines, such as weekly or monthly.
• Tighter integration of the work breakdown structure for assigned tasks and projects within the time entry creation step (quick create forms).
• Improved tracking with benchmarking of actual versus target hours and visualizations that help team members track their progress on project tasks.

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.

The application provides users with the following capabilities:

• 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.
• The ability to view projects and tasks where the team member is currently assigned, and the duration of the staffed project.
• 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.
• 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.

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.

The Approvals feature updates the UI experience for approvals in Project Operations. The update shows approvals in a calendar grid, like the time entry creation grid. It highlights the most relevant information so project managers can easily see which records need their attention.

When you use this feature, Dataverse includes a new time-zone (TZ) agnostic accounting date field. Use this TZ agnostic accounting date field instead of the accounting date field, which uses the user's local time zone, when you post transactions in finance and operations (resource deployments).

When you enable usage of this field, you can: ** Use a time-zone agnostic accounting date in invoiced transactions so invoicing is accurate.

Time zone–agnostic fields on resource requirements and resource bookings let project owners set default start and end dates for a project's resource requirements, details, bookings, and related tables.

Currently, these entities use time zone–aware date fields. When users work in different time zones from the original creation time zone, the date fields convert the dates. This conversion causes unintentional discrepancies. This feature enhances extensibility by giving organizations flexibility to use time zone–independent date fields when their organization spans multiple geographies.

As part of our investment in improving the mobile experience, we're introducing enhancements to the Expense Management mobile app. These enhancements come from user feedback. These updates bring feature parity with the finance and operations environment. They address usability gaps and align with policy configurations. This release includes the following improvements:

• Change the design to create an expense report and then add expense line items: The current workflow lets you directly add expense line items. This enhancement restructures the workflow to require you to create an expense report first. After you create the report, you can add expense line items.

• Enable expense report header justification in the mobile app: This enhancement enables mobile app users to enter a justification based on the configured category and policy rules.

• Prevent selection of a parent activity when Block Parent Activity Selection is set to Do not allow: The mobile app currently lets you select a parent activity even when you set the Block Parent Activity Selection parameter to Do not allow in the finance and operations environment. With this enhancement, the mobile app respects the configuration you set in finance and operations apps.

• Purpose field is too short in the approvers screen to read full report description: This enhancement updates the design so approvers can view the entire purpose field and read the description before giving approval.

Activate the Enable beginning balance for Project Operations integrated with ERP scenario feature to enable this functionality.

When you activate this feature, you can define and import opening balances for projects during the transition from legacy systems to Dynamics 365 Project Operations. The feature preserves historical cost, budget, and progress data, so you maintain financial continuity and track data accurately from the migration point.

This feature is especially valuable during system implementations or upgrades. It provides a seamless handover of project financials without disrupting ongoing operations or reporting accuracy.

As part of our ongoing investment in improving the mobile experience, we introduced enhancements to the Expense Management mobile app that are based on direct customer feedback. These enhancements improve usability and streamline the overall user experience. This release includes the following improvements:

• Add icons for each category: This enhancement adds icons for each expense category and displays them alongside category names in the mobile app. With these icons, you can quickly recognize and select the right category.

• Ability to rename receipts in the mobile app: This enhancement enables you to rename receipts directly within the mobile app. With this feature, you can easily identify receipts without opening each attachment.

With this feature, you can assign specific project categories to project milestones or other on-account transaction types. These categories determine the financial account used for posting in both the general ledger and the project subledger. This setup supports more granular financial reporting.

Here are some examples of how this feature adds value:

• Assign a distinct general ledger account for customer advances that's separate from milestone revenue.
• Use different general ledger accounts for various milestone types, such as training, support, or software implementation.

You can use this functionality for stocked and production order deployment types in the Project Management and Accounting module.

Activate this feature by turning on the Enable purchase orders and item reservations for stocked items in Project Operations integrated with ERP setting. When you enable this feature, you get the following capabilities:

• Purchase order creation: Project managers can create purchase orders directly from item requirements. This capability enables procurement of stocked materials that align with project needs.
• Cost recording at receipt: You can record project costs when you receive the product, instead of waiting for vendor invoicing. This capability improves financial accuracy and timeliness.
• Material reservation: The system supports inventory reservation for material usage scenarios. This capability ensures that required stock is allocated and available for project execution.
• Master planning integration: You can integrate with Dynamics 365 ERP master planning to auto-generate planned purchases or transfer orders based on project forecasts.

This feature works through a feature flag and a parameter that controls the split expense functionality. When you turn on the feature, you can split credit card transactions even if there are policy violations or if you didn't fill in certain mandatory fields. The mandatory fields come from your organization's policies and include guest information for meals.

Before, you had to fix all policy-mandated fields before you could start a split. This requirement often interrupted your workflow and created a risk of data loss when you tried to split transactions after updating required information. With this enhancement, you can split expenses right away without fixing all violations.

This feature gives you more flexibility to efficiently manage and split expenses on the go. It reduces friction, improves the data entry flow, and makes your overall experience better.

This built-in feature enables you to upload and attach multiple receipts to a single expense entry at the same time. By using this feature, you can improve the speed and efficiency of the expense reporting process. Rather than uploading each receipt individually, you can now select and attach multiple receipts at once by using the file selection option.

This enhancement is particularly valuable for scenarios that involve multiple transactions or items, such as business trips or group purchases, where you need to associate several receipts with a single expense. It reduces manual effort, minimizes the risk of errors, and speeds up the overall submission and approval workflow.

With this feature, you get flexibility when you attach receipts to an expense. You also get a seamless experience across expense management.

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.

As part of our ongoing investment in improving the expense experience, we introduced enhancements to the Expense Management mobile app based on direct customer feedback. These enhancements improve usability and streamline the overall user experience. This release includes the following improvement:

• Add financial dimensions in the Expense mobile app: With this enhancement, you can add financial dimensions directly within the Expense Management mobile app.

When you enable the Enable investment project for Project Operations integrated with ERP setting, you activate this feature.

• Project Classification: 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.

• Transaction Estimates: The project manager adds estimates and budgets for each transaction type. This feature supports better planning and cost tracking.

• Contract Restrictions: The system blocks investment projects from project contracts. This restriction keeps investment projects for internal use only.

• Financial Treatment:

  • The system records all costs as work in progress (WIP).
  • 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.

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.

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.

With this feature, a project approver can delegate their approval authority to another user for a specific project and time period. The delegated user goes to the approvals area in Microsoft Dynamics 365 Project Operations and approves records that wait for the original approver's approval. Use this feature when the original approver is out of the office and can't approve records, or when the volume of approvals is too large for one person.

Currently, you can delegate project approver permissions in the product by adding the delegated user as a team member and selecting Yes for project approver. However, this approach has several issues. The delegated user counts toward the 1,000 team member limit per project. For very large projects that near this limit, adding more team members causes problems. Also, when you add a team member, you give extra access that you might not want to give the delegated user. This extra access can include direct access to the project record and the work breakdown structure (WBS) unless you put other controls in place.

The Delegate Project approver feature offers a simpler and safer way to make sure approvals happen on time, even when the approver is unavailable. This feature helps prevent a backlog of unapproved transactions and stops an increase in the organization's day's sales outstanding.

This feature is available through a feature flag. You can turn the feature on or off to meet your organization's needs. When you turn on the feature, expense delegates can create and submit cash advance requests for other users. Delegates use the cash advance section of the module to make requests, so they get a consistent and streamlined experience.

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:

• Create a configuration to determine how financial dimensions default based on criteria like contract, project, or cost and revenue profile.
• Set criteria to determine whether dimensions default from contract lines or projects.
• Improve reliability when you save financial dimensions and value defaults on the project.
• Add the ability to set dimensions on time and material contract lines.
• Add the ability to use contract lines for revenue recognition.

In the example in the image below, the system uses the following logic:

• 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.
• 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.
• 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.

The Enable contract line based revenue recognition with Project Operations for non-stocked/resource based scenarios feature modifies the Project default dimension rules form by adding a column to add rules based on specific contract line groups as the first filter.

Activate the Enable project fee journals to support subscription billing for Project Operations stocked scenarios feature to enable this functionality. When you enable this feature, you can:

• Create subscription billing schedules.
• Set up fee-type subscription billing lines.
• Automatically generate fee journals and project invoice proposals during invoicing.

With this feature, project managers can quickly process a single invoice proposal directly from the open invoice proposal.

Previously, users waited for the scheduled import from the staging table or manually triggered the process that imported all invoice proposals. With this update, users can selectively import only the invoice lines for a specific proposal.

Key capabilities include the following features:

• A new button to populate invoice lines in the context of a specific invoice proposal.
• A new button on the Invoice Proposals list page to populate lines for a selected invoice.
• Streamlined logic that limits data processing to the selected invoice proposal, so you get faster performance and reduced processing overhead.

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.

Previously, importing from an MPP file always created a new project. The import process copies the WBS from the MPP file to the new project. You can't import an MPP file into an existing project. This limitation makes it difficult to manage projects when overall planning happens in Project Operations and individual planning happens offline in Microsoft Project for desktop.

With this feature, you can import MPP files into existing projects so you can keep your overall planning intact. This feature works with the Copy project feature but uses an MPP file for import.

You can:

• Set calendar hours (existing capability)
• Set the project manager (existing capability)
• Set schedule mode if the import process allows override (existing capability)
• Select the source MPP file (existing capability)
• Select the target project (new capability)
• Choose what to import from the MPP file (new capability)

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 when 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.

This feature provides the following capabilities:

• 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.
• A new project parameter where you configure the number of parallel threads.

Some Project Operations customers don't use time entries to track their progress on tasks. For these customers, there are challenges in completing tasks because that requires time entries to increase the Completed state for the effort. With this update, we're adding functionality to mark a task as complete from the grid view, the way Project for the web does by default.

Many customers who previously used the project capabilities of the Project management and accounting module in the finance and operations architecture could not turn on the capabilities of the modern architecture of Project Operations in the same legal entity. This option is now available and is receiving continual enhancements in the 10.0.46 and 10.0.47 releases to support more customers and scenarios.

The Use the modern architecture for existing legal entities with project data feature is for customers who are using our stocked/production order deployment type without the need for production orders or manufacturing. These changes allow customers who have used the Project Management and Accounting module in the past to enable the resource/non-stocked deployment type without having to reimplement their existing legal entity. Customers who want to continue using the capabilities in the stocked deployment type won't be impacted by any changes made in this feature.

Changes in this feature include:

• You don't need to close existing projects that you created in the Project Management and Accounting module before you enable the resource/non-stocked deployment type.

• The system evaluates business processes to make sure it restricts deployment types. For example, you can only create invoices for Dataverse-based projects from Dataverse.

• The system removes access or makes legacy functions read-only when those functions exist in both deployment types. For example, resource management and project work breakdown structures aren't editable in the finance and operations user interface for the resource/non-stocked deployment mode when you enable this feature. For projects you create in resource/non-stocked deployment mode, you can use Unified Resource Scheduling experiences for resource scheduling and Project for the Web experiences for project planning.

• This wave enables more transaction types, reports, and processes for stocked projects. Earlier releases gave you journals, expense reports, and basic invoicing. These changes let users finish and close projects without doing a data migration.

For more information about the existing feature capabilities, see Move to the modern architecture.

In Dynamics 365 Project Operations, the start and end dates for projects and project tasks include extra fields that don't rely on specific time zones. You add these fields to both the project and project task entities. This setup supports integration and extensibility for scenarios where the time zone part of the start and end fields isn't important. It also helps improve accounting alignment.

The Approvals feature will get an update of the UI experience for approvals in Project Operations. These UI changes show time approvals in a calendar grid, like the time entry creation grid. This grid lets an approver see and understand a larger volume of records at once. It also highlights the most relevant information so project managers can easily see which records need their attention. This feature hosts all approvals inside a form with tabs for each type of approval record. Each tab has an indicator of how many approvals of that type are pending review by the current user. This indicator gives project managers an easy way to understand where their attention is needed without having to select several menus. All previous functionality is available in a streamlined manner on this new time-phased view.

You will turn on a feature flag to enable this feature. When you turn on the feature flag, the new approvals experience appears on the sitemap.