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Applies To: Project Operations Integrated with ERP.
This article applies to the following components and versions of Microsoft Dynamics 365 Project Operations:
- Project Operations in a Microsoft Dataverse environment version 4.140.0.239.
- Project management and accounting in a Microsoft Dynamics 365 Finance environment version 10.0.43.
Project Operations dual-write maps updates
The following table shows the Dual-write maps that are modified or added in the Project Operations March 2024 release.
| Entity map | Updated version | Comments |
|---|---|---|
| Project contract lines (salesorderdetails) | 1.0.0.1 | Latest version updated |
| Project Operations integration entity for expense estimates (msdyn_estimatelines) | 1.0.0.3 | Latest version updated |
| Project Operations integration project expenses export entity (msdyn_expenses) | 1.0.0.5 | Latest version updated |
| Project Operations integration project vendor invoice line export entity (msdyn_projectvendorinvoicelines) | 1.0.0.8 | Latest version updated |
| Project Operations integration project vendor invoice export entity V2 (msdyn_projectvendorinvoices) | 1.0.0.1 | Latest version updated |
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 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 |
|---|---|---|
| Time Entry | Time Entry Agent This agent creates draft time entries for team members based on their project assignments, bookings, or previous week's entries and allows them to review the entries through MS Teams. The agent can also generate external comments for all entries, enhanced by Outlook meeting details. Finally, team members receive alerts for missing submissions. |
|
| Approvals | Approvals Agents This agent reviews submitted time, expense, and material usage entries and classifies them as "Ready for Approval" or "Needs review." The classification can assist project managers in making approvals decisions. The agent also includes an automatic approve mode where records marked as "Ready for approval" are automatically approved. |
|
| Actuals | Corrections for entry journal actuals Actuals that were created via entry journals can be corrected via our correction journal process. |
|
| Quotes,Contracts,Invoicing | Time Zone Independent Milestone Date This feature enables users to use time zone agnostic milestone dates helping improve accuracy of billing project based milestones |
Timezone independent milestone date |
| Invoicing | Ability to customize billing hub This release includes fixes that enable complete customization of Billing hub |
Customize billing hub |
| Project Financials | Use the modern architecture for existing legal entities with project data In the 10.0.43 release version of finance and operations apps, the "Use the modern architecture for existing legal entities with project data" feature lets you complete all existing transactions and close existing projects in the Project management and accounting module. |
Move to the modern architecture |
| Project Financials | Enable actuals validation to prevent invalid actuals This optional feature enables more validations for actuals records that are integrated from Microsoft Dataverse into the finance and operations infrastructure. This feature prevalidates the actuals before allowing records to be created during the import from staging process. |
Enables actuals validation |
| Project Financials | Project Operations integration workspace This workspace helps you identify and address integration challenges that are related to vendor invoices and expenses, as well as logs for the integration journal and invoice proposals. |
Project Operations Integration Workspace |
Quality updates
Project Operations on Dataverse
| Feature Area | Reference No. | Quality Update |
|---|---|---|
| Billing and Pricing | 3705088 | PostJournalLineCreate plugin prevents calculations if triggered by a custom code or workflow. |
| Billing and Pricing | 4183571 | Enforce standard dual-write limits on invoice confirmation on Dataverse. |
| Billing and Pricing | 4213493 | Actuals created from journal lines aren't invoiceable in multi customer scenarios. |
| Billing and Pricing | 4474308 | "Net 60" payment terms can't be used on contract customers. |
| Billing and Pricing | 4511680 | Block update to the transaction classification on invoice line detail. |
| Billing and Pricing | 4560418 | Unable to confirm any invoice for a project contract and customer when NTE Validation is "Not Evaluated" on an actual included in another draft invoice. |
| Billing and Pricing | 4606728 | Unable to view milestones backlog in Billing Hub. |
| Billing and Pricing | 4655376 | Copy of price list copies the number of overrides (incorrectly). |
| Billing and Pricing | 4693909 | Duplicate actuals exist when deleting confirmed invoices. |
| Billing and Pricing | 4826053 | Fields msdyn_basisprice and msdyn_basisprice_Base values are inconsistent with source values when Copying Entity if Cost Plus Pricing feature is enabled. |
| Budget Management | 4712410 | Missing budget sub-grid under the budget tab of the project record. |
| Budget Management | 4829338 | Unable to see dropdown values in Transaction Category field. |
| Project Management and Resource Management | 4521947 | Soft booked hours aren't displayed in Team Member grid when viewing "All team members." |
| Project Management and Resource Management | 4536039 | Multiple Team member creation in parallel fail when start and finish dates are provided. |
| Project Management and Resource Management | 4594360 | Schedule variance doesn't get updated when Allow Percent Complete is set to "No", and when a task is marked as completed. |
| Project Management and Resource Management | 4615336 | Project Copilot's Risk assessment capability fails with "exceeding maximum limit" error. |
| Project Management and Resource Management | 4616623 | Effort remaining for NTE projects doesn't update after journal creation. |
| Project Management and Resource Management | 4795813 | Corrupted data may cause server to crash during data upgrade from PSA to Project Operations. |
| Sales | 3706647 | Error thrown "Parent field is hidden because related fields are missing in the form" in Project Information form for Products. |
| Sales | 4484560 | Null reference exception in CopyAddressFieldsFromCustomer when creating Project contract without customer. |
| Sales | 4524407 | Delete button missing for multi-select quote line milestones. |
| Sales | 4529109 | Invoice schedule type isn't redefaulted when billing method is updated on quote line. |
| Sales | 4547718 | Billing method on contract lines can be changed using the API. |
| Sales | 4556898 | Missing validations around Milestone Billing Status. |
| Sales | 4562863 | Remove validation to prevent adding customers with different currency than Contract currency. |
| Sales | 4622690 | Quote Recalculate button doesn't recalculate CostTotal for QuoteLine. |
| Sales | 4625154 | Recalculate button doesn't work within Quotes and Contracts. |
| Sales | 4635324 | "Edit" action is missing on PBB milestone header. |
| Sales | 4658525 | Error occurs during price override from Quote Line Detail (QLD). |
| Sales | 4700320 | Missing Dark Mode Support for Quote Form. |
| Sales | 4702463 | Sales quote line details' currency can be changed to one that's not the quote's currency. |
| Sales | 4769859 | The currency of cost price doesn't get updated from price list while updating role of quote or contract line details. |
| Sales | 4788954 | Unable to Search Contract Line using the Name when Associating to a Task on a Project. |
| Sales | 4789878 | Invoice Schedules Grid shows For Fixed Price Quote Line.s |
| Subcontracting | 4382804 | "Object reference not set to an instance of an object" error is thrown when closing quote as won. |
| Subcontracting | 4572320 | The label for the "New project Budget line" gets truncated, and the tooltip for this label isn't accessible via keyboard. |
| Subcontracting | 4576878 | Disable Price Override button in the Cost grid. |
| Subcontracting | 4593265 | Cost actual created from entry journal has billing status set to unbilled sales created when Vendor Invoice is canceled. |
| Subcontracting | 4593277 | Matching cost actuals created from an entry journal causes all resourcing unit actuals (cost and inter org sales) from the same journal to be canceled. |
| Subcontracting | 4734590 | Incorrect Label on Revise Budget Dialog Box. |
| Subcontracting | 4789243 | Vendor is noncustomizable and nonsearchable in Subcontract entity. |
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.