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Dynamics 365 Project Operations – Use the enhanced quote experience

Microsoft 365 Message Center Archive by Merill Fernando · Microsoft may not have sent this notice to your tenant.

Rollout

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What the notice says

Microsoft’s text, with source markup removed
We are announcing the ability to add or edit quote line details directly from a unified grid interface within Dynamics 365 Project Operations. This feature will reach general availability on May 31, 2025.How does this affect me?This feature enhances the management of quotes, allowing users to add or edit quote line details directly from a unified grid interface. The feature provides information such as customer schedules, margins, costs, and budgets in the quote lines, and allows seamless addition of new lines. These improvements streamline quote management to enhance functionality, accuracy, and efficiency. What do I need to do to prepare?This message is for awareness and no action is required.If you would like more information on this feature, please visit the New Quote form experience documentation.

What changed

Between archive captures, newest first
  1. … information such as customer schedules, margins, costs, and budgets in the quote line detail,lines, and allows seamless addition of new lines. These improvements streamline quote management …

  2. · first version seen

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ChangeIntel

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Sources read 26 Oct 12:40 UTC · 272 of 272 readable · 270 fully read · documentation 469/469 current