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What's new September 2024 - Project Operations Lite deployment

Applies To: Lite deployment - deal to proforma invoicing

This article applies to the following components and versions of Microsoft Dynamics 365 Project Operations:

  • Project Operations in a Microsoft Dataverse environment version 4.120.0.19.

Features included in this release

Feature area Feature name More information
Billing & Pricing Discounts and Fee

Define discount and fee percentages at the project quote or contract line level. When a transaction is generated and approved, the system applies the appropriate discount or fee based on the contract line setup and updates the actuals accordingly. This feature is applicable to Time and Material business processes.
Manage Discounts and Fee
Billing & Pricing Role price override within Quote Line Detail form

The Price Override button is integrated into the Quote Line form and facilitates the modification of price overrides for quote line details. This functionality significantly reduces the number of clicks and streamlines the process of adjusting prices while maintaining focus within the context of each specific quote line detail.
New Quote Form Experience
Billing & Pricing Journal line improvements

This feature prevents creation of incorrect journal line entries by enforcing business rules. It introduces new validations and fills in dependent values automatically, based on the transaction class and transaction type. This feature aims to enhance the Quick create form for journal lines by adding validations and defaulting logic for fields, and improves the display of fields.
Journal line improvements
Time Entry Copilot in time entry (Generally Available)

Copilot in time entry, which was originally released in USA only, is now enabled by default in all regions from this release onwards. Use Copilot to create time entries from assignments and generate external comments.
Copilot in time entry

Quality updates

Project Operations on Dataverse

Feature Area Reference No. Quality Update
Billing & Pricing 4377398 During project copy, estimates aren't getting copied completely in Lite org.
Resource Management 4343128 Fix invalid XML and null reference errors when booking from the Schedule Board.
Project Planning & Tracking 4337938 PSA Upgrade: Dynamics365ProjectOperationsDualWrite and Dynamics365ProjectOperationsDualWriteEntityMaps shouldn't be imported during upgrade from PSA to PO.
Project Estimates 4326097 Unable to create estimates with the future dates when the Modern Estimates feature is enabled.
Resource Management 4323126 Update to use correct version of UnifiedResourceScheduling in PSCore.
Billing & Pricing 4320628 Can't open the Add to Invoice dialog.
Project Estimates 4318730 Legacy estimates grid doesn't load.
Sales 4316856 Should allow relinking project/task to contract line and block other changes to contract line during reevaluation.
Approvals 4314519 Unable to delete an ILD on a draft invoice.
Subcontracting 4305864 On creation of subcontracting line resource, restriction on msdyn_name char count>100 throwing error.
Sales 4294310 Price override through QLD shows incorrect currency in quick create form.
Approvals 4260445 Editing project approval billing type alters journal line transaction date.
Billing & Pricing 4259028 Fallback when user settings are unavailable in ProjectOperationsDualWrite.
Billing & Pricing 4232463 Product-based lines are included on invoices for all customers in multiple customer scenarios, resulting in multiple billings of the same product.
Sales 4221302 Allow multiple executions for contract confirmation.
Time Entry 4220455 Time entries split incorrectly when the days overlap while importing resource bookings.
Approvals 4132742 Project approver administrator role doesn't work when assigned through a team role.
Project Estimates 4097344 SQL timeout displaying on Estimates tab.
Project Planning & Tracking 4086054 Prevent update to a project's locked fields if the project has tasks from the backend.
Project Planning & Tracking 3859423 Copy project: Telemetry and error improvements to make troubleshooting easier customers.
Deployment & Configuration 3842801 Improve error messaging for post import during upgrades or installations.
Project Planning & Tracking 3831591 Recalled time entry doesn't update in WBS with on-demand update.
Approvals 3801469 Project approval billing type is only set with linked contract line.
Project Estimates 3770326 Estimated expense cost (msdyn_plannedexpensecost) goes negative when changing task duration.
Project Planning & Tracking 3736776 Updating project start shouldn't open project session if there isn't an open session.
Sales 3679212 Contract line details can be added or updated on a confirmed contract.
Approvals 3521008 Correction journals ignore new expense category on integrated orgs.
Project Planning & Tracking 3506993 Schedule variance not being recalculated after task effort is adjusted using the task grid.
Subcontracting 3491867 Subcontract line resource creation leads to script error.
Subcontracting 3338245 Posting vendor invoice fails when lines include the Procurement category with category type Item.