Roadmap ID 576734
In development
Dynamics 365 Project Operations: Optimize Project Operations - Enable on-account category in Dataverse
Summary
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
- Status
- In development
- General availability target
- Mar 2027
- Preview target
- Sep 2026
- Products
- Dynamics 365 Project Operations
- Clouds
- Worldwide (Standard Multi-Tenant)
- Release phases
- General Availability, Preview
- Platforms
- Web
- Added to the roadmap
- 16 Oct 2026
- Last changed
- 16 Oct 2026 · 1d ago
More Dynamics 365 changes
All Dynamics 365 roadmap itemsWhat changed
First observed 16 Oct 2026No field changes in the recorded history.
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