What's new September 2023 - Project Operations for resource/non-stocked based scenarios

Applies To: Project Operations for resource/non-stocked based scenarios

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

• Project Operations in a Microsoft Dataverse environment version 4.76.0.200
• Project management and accounting in a Microsoft Dynamics 365 Finance environment version 10.0.36

Project Operations dual-write maps updates

There aren't any updates for Project Operations dual-write maps in this release. For a current list and versions of Project Operations dual-write maps, see Project Operations dual-write map versions.

Always run the latest version of the map in your environment and enable all related table maps as you update your Project Operations Dataverse solution and Finance solution version. Some features and capabilities might not work correctly if the latest version of the map isn't activated. You can view the active version of the map in the Version column on the Dual-write page. To activate a new version of the map, select Table map versions, select the latest version, and then save the selected version. If you've customized an out-of-box table map, reapply the changes. For more information, see Application lifecycle management.

If you encounter an issue when you start the map, follow the instructions in the Missing table columns issue on maps section of the Dual-write troubleshooting guide.

Features included in this release

Feature area	Feature name	More information
Proforma Invoicing	Project invoicing usability and performance improvements This feature empowers project managers with the ability to swiftly revise invoices by selecting specific transactions for correction. This capability enhances the user experience, particularly in situations where only certain parts of the invoice require adjustment, sparing you the need to revise the entire amount.	Project invoicing usability and performance improvements
Opportunity Management	Minimize the creation of roles and categories for performance This feature works to minimize this data creation to what’s included in the quote line details and ultimately what’s included in the associated project plan. In metadata updates, changes were made to quote and contract line forms to display both overrides and global tables. New and delete buttons were reinstated for override subgrids, and quote and contract line forms were added for all override types. The override main forms now include references to quote or contract lines. In UI, references for overrides are locked in noncreate forms, and unsupported billing type options like null, complimentary, and not available were removed.

Features converted to parameters

The following table lists the features that are converted to parameter in version 10.0.36. These features can't be enabled from Feature management and are controlled by the parameters.

Feature name	Module	More information
Select project invoice proposal by funding source	Project management and accounting	This feature has been removed from feature management and moved to a parameter under the Contract tab of Project management and accounting parameters.
Enable the Invoice summary for Project invoice proposals and Project invoices.	Project management and accounting	This feature has been removed from feature management and moved to a parameter under the Invoice tab of Project management and accounting parameters.

Quality updates

Project Operations on Dataverse

Feature area	Reference number	Quality update
Billing and Pricing	3235616	Update ImportConfig.xml file with solution hints.
Billing and Pricing	3508349	Journal Line with no Sales Contract causes unhelpful Key Not Found error during pricing.
Billing and Pricing	3529600	Remove delete of quote line details from pre validate quote delete plugin.
Billing and Pricing	3530621	Not to exceed incorrectly reevaluated to Failed.
Deployment and Configuration	3526949	Fix Upgrade Readiness issue with Duplicate CustomAction ID in RibbonDiff.
Deployment and Configuration	3540616	Localized string is too long for import in German language pack.
Horizontals	3442847	Risk Register Grid doesn't refresh with risks when risks are created from Copilot.
Opportunity Management	3566033	Winning a quote fails with Null Reference Exception.
Project Management	3467461	Deep links to Tasks don't work when the Accelerator is installed.
Project Management	3511697	Disable ATM plugins registered on Associate & Disassociate (of all entities) to prevent large async backlog.
Project Planning and Tracking	3492526	Copilot tab showing up in project import window.
Project Planning and Tracking	3520700	msdyn_autoscheduling field in deprecated component solution shouldn't be Required.
Project Service	3543997	Project history ownership should always update when project ownership changes.
Resource Management	3491772	Error received when using Specify Pattern on Team member grid.
Time and Expense	3251783	Message incorrectly displayed: "There are no appointments found between the selected dates" when trying to import time entries.

Project management and accounting in Finance

For information about the bug fixes that are included in this update, sign in to Microsoft Dynamics 365 Lifecycle Services, and view the KB article.