Dynamics 365 Project Operations: Optimize Project Operations - Enable on-account category in Dataverse

This feature is applicable only for Project Operations integrated with ERP environments.

Core capabilities include:

• Expose Transaction Category field: Add the Transaction Category field to Retainer and Milestone entities in Microsoft Dataverse.
• Data synchronization:
  • Sync selected categories from Dataverse to finance and operations apps via Data Integrator (DW maps).
  • Align with project category in finance and operations apps for consistency.

This feature is enabled using a feature flag.

Business Value:

This feature enables correct categorization of retainers, milestones, and advances for accurate revenue posting in Dynamics 365 Finance. This eliminates manual intervention in finance and operations apps for category management, helping to reduce errors and improve productivity.

Enabled for:

Enabled by admins/makers/marketers for end users