Modernize user experiences in sales, billing, and pricing
Important
This content is archived and is not being updated. For the latest documentation, go to Project Operations updates. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Jan 25, 2023 |
Mar 27, 2023 |
Business value
These enhancements reduce the number of clicks and improve the user experience in sales, estimation, and execution of projects.
Feature details
With investments in key features in the Unified Interface client during the last couple of releases, there's an opportunity to improve the user experience in the following areas:
- Project estimation experience during the sales cycle and project execution
- Invoice creation and editing
- Transaction Correction flows
The Project Operations team will be evaluating these areas with respect to the number of clicks, the availability of key information needed on screen to perform the required action, and other user experience paradigms. In the process, we'll be looking to uptake editable grids, quick actions, main form dialogs, and other newer constructs available on the Unified Interface client. This will be a recurring area of investment across multiple release waves with this release wave focusing on sales and estimation areas of projects.
