18 upcoming features included in release plans
Copilot and agentic automation enable the detection of work from Outlook and Teams. By streamlining time entry, expense report creation, and approval processes, we significantly reduce administrative burdens and improve invoice accuracy. This leads to faster invoicing, fewer errors, and enhanced satisfaction for project managers, consultants, and invoice administrators.
Progress billing allows users to maintain progress billing rules in Project Operations non-stock/resource-based scenarios.
Change history | |
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Public preview date moved to May 2024 General availability date updated to Sep 2024 |
Jun 19, 2024 |
The time zone-agnostic feature enhances an organization's ability to create resource requirements and bookings with accurate dates that are independent of time zone differences.
Replacing the grid within expense and material estimates provides a clean experience when creating and editing estimates. The enhanced grid experience provides easy filtering, deletion, and lookup functionality. This change ensures extensibility and improves performance.
This feature gives you the option to use a field that stores start and end dates on projects and project tasks in a time zone-agnostic manner. Currently, times are converted to GMT before being saved, and issues can arise when the conversion moves this to a different day. These issues will be solved by using the time zone-agnostic fields that are not converted to GMT when stored.
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General availability date moved to Mar 2025 |
Dec 10, 2024 |
Currently in Dynamics 365 Project Operations, users can only see the markup cost based on the markup price configuration on a price list in actuals. The markup cost was not reflected in the project estimates, quote line details (QLD), contract line details (CLD), and project budgets. This resulted in confusion for users because they could see different prices in actuals when compared to estimates, QLD, CLD, and budgets.
This feature enhancement lets you view and edit both cost and sales on one line of the estimate grid so you can easily edit these within the One Grid view.
This feature adds additional flexibility for resource-based/non-stocked scenarios by adding financial dimensions for both cost and revenue to better analyze financial performance. It eliminates the need to reclassify costs or revenue manually.
The milestone date field in the project contract line milestone entity is using user local time while the same field in the invoice entity is time zone independent. This causes a discrepancy in the milestone date when viewed from the invoice schedule in the project contract line in the UI. This feature helps drive parity between the milestone date in both the entities, so that invoicing of milestones is more accurate.
This feature enables users to take advantage of our modern architecture with our resource/non-stocked scenarios using the Dataverse platform. Users benefit from the great user experiences, the deep functionality in project planning using Microsoft Project for the Web, and resource management using Unified Resource Management.
The ability to create transactions for time, expense, and material usage directly on a draft invoice streamlines the invoicing process to help ensure timely and accurate billing. This enhances operational efficiency and accelerates cash flow, providing significant financial and administrative benefits to project-oriented companies.
The progress-based billing feature enables billing based on progress or % complete of a milestone. By integrating this capability with Billing hub, users will be able to take advantage of this feature from Billing hub without navigating to any other form, reducing clicks and navigation and improving user efficiency at the time of invoice creation when working on fixed price agreements.
This feature addresses the challenge of managing the time-phased price changes in labor, expenses, and materials within quotes and contracts. This enhancement ensures that any changes in prices are automatically reflected from their effective date, providing accurate and up-to-date pricing without the need for manual intervention.
Currently, when a user has access to a project record, they have unlimited access to the Microsoft Project for the Web iFrame. There they can modify, create, or delete any project tasks, dependencies, goals, and more. This feature adds the ability to manage what users can do in this iFrame.
This feature provides an additional method of completing a task: marking it as complete directly from the grid view.
This feature lets customers maintain multiple invoices and delivery addresses along with multiple contact details for customers, vendors, and contracts. It allows customers to use these addresses for invoicing purposes as well.
This feature reduces manual effort and minimizes errors by enabling users to add or edit quote line details directly from a unified grid interface. The inclusion of customer schedules, margins, and budgets within the quote line details offers deeper insights and better financial oversight.
The advanced quote summary generated using language learning models (LLM) ensures comprehensive overviews, aiding in informed decision-making and strategic planning.
When a project is created, the time zone is based on the time zone defined in the applied work hour template. When a task is created, the start time, end time, and hours/day are controlled by the working hours of the project. This time zone component can make it difficult to enforce extensibility scenarios related to contracts where the definition of the time boundaries may not cross due to differences created by time zones.
Change history | |
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General availability date moved to Mar 2025 |
Dec 10, 2024 |