Skip to content

Category: Project Operations

Dynamics 365 Project Operations financial dashboard showing project profitability metrics

Project Profitability in Dynamics 365 Project Operations: Why Your Project Margins Fail Without Proper Accounting Setup

A professional services firm running Dynamics 365 Project Operations pulls its monthly margin report and finds something that doesn’t match reality on the ground. One fixed-price engagement shows a 60
Resource manager reviewing a project scheduling timeline with time zone indicators on a large office display

Time Zone-Agnostic Resource Planning Fields Reached GA in Project Operations. Extend Booking Still Isn’t Automatic.

A resource manager in Chicago books a developer in Manila for a two-week sprint starting Monday at 9 a.m. The booking looks correct in the schedule board. Three weeks later,
Finance controller reviewing a recurring billing schedule dashboard on a laptop

Project Operations Subscription Billing Is Live, But Not for Every Deployment

A finance director at a mid-size systems integrator called her Microsoft partner last week with a simple question: can we finally bill our managed services retainers automatically instead of re-keying
Project accountant reviewing a vendor invoice reconciliation dashboard for subcontractor cost matching

Subcontractor Vendor Invoice Matching Is GA in Project Operations. Ten Silent Fields Decide If It Works.

A project controller at a mid-size engineering firm spends the third week of every month reconciling subcontractor invoices against timesheets in a spreadsheet, because the vendor invoice that lands in
Project manager reviewing a timesheet approval dashboard showing a calendar grid of time entries

Configuring Time Entry Duration Controls in Dynamics 365 Project Operations

A project accounting lead doing month-end billing reconciliation pulls up a consultant’s timesheet and finds a single day logged at 26 hours. It is almost certainly a typo, someone meant
Finance controller reviewing a multi-currency expense reconciliation dashboard in a modern office

Dynamics 365 Project Operations Adds a Fix for Cash Advance Exchange Rate Variance

A controller at a global engineering firm closes out Q2 and finds forty-one employee vendor accounts sitting at small nonzero balances, a few cents here, a few dollars there, all
Finance professional reviewing a project revenue recognition dashboard in a modern office

Configuring Cost Estimate Revenue Recognition in Dynamics 365 Project Operations

A Project Operations consultant closing out a nine-month fixed-price engagement watches the percentage-of-completion figure move in a direction nobody on the delivery team predicted: down. Hours logged in August exceeded
Solution architect and project manager reviewing a task-level project schedule Gantt chart on an office display

Configuring Task-Level Schedule Mode and Calendars in Dynamics 365 Project Operations

A solution architect building out a work breakdown structure for a multi-region systems integration engagement runs into the same wall almost every time: one task in the schedule needs to