Recorded 16 Oct 2026 at 20:17 UTC. This is what ChangeIntel recorded, including the title, summary, facts and links. It is not a statement of the source's current position. See the latest record.
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
What it said
- Roadmap ID
- 576734
- Status
- In development
- General availability target
- March CY2027
- Preview target
- September CY2026
- Products
- Dynamics 365 Project Operations
- Clouds
- Worldwide (Standard Multi-Tenant)
- Release phases
- General Availability, Preview
- Platforms
- Web
- Added to the roadmap
- 16 Oct 2026 19:08 UTC
- Last changed
- 16 Oct 2026 19:08 UTC
Recorded links
Source evidence when recorded
- Microsoft 365 roadmap
- Complete at observationRead 16 Oct 2026 at 20:16 UTC
Coverage describes the sources at this observation. A complete read then does not establish their current position.
What changed
First observed 16 Oct 2026No field changes in the recorded history.
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