Dynamics 365 Project Operations: Optimize Project Operations - Improve NTE reliability and validation coverage

Core capabilities include:

• Extends NTE validation beyond time entries to include expense, material, and fixed-price components.
• Enhances the Invoice Confirmation Service to block confirmation when Total Billed + Unbilled Committed > NTE Amount.
• Fixes bugs where NTE status fails to update on approval records due to custom plugin conflicts, ensuring deterministic results.

Business Value:

You get consistent control over Not-To-Exceed (NTE) limits across every billable type, so you avoid over-billing and protect revenue. It flags issues before invoices go out, saving you from costly rework, disputes, and end-of-month headaches. Plus, you always see an accurate NTE status on approval records, even when your customers customize their setup.

Enabled for:

Enabled by admins/makers/marketers for end users