Dynamics 365 Project Operations: Optimize Project Operations - Resolve invoice proposal blocked in workflow

For organizations using a structured and formal invoice workflow as part of their revenue collection, it's critical that invoices can be created and worked through to completion in a timely manner. When a configuration change causes an error, it's vital that these errors get resolved quickly so as not delay revenue generation. In support of timely invoicing, this new feature enables customers to unblock failed invoices on their own without complicated troubleshooting or the need to raise a support ticket. This feature provides the following capabilities: Use the new Reset invoice proposal workflow status form when invoicing workflow is enabled. View and reset failed workflows by users in the project accountant or project manager role without the need to involve IT or support. Preserve the existing workflow history for historical review and audit purposes. Business Value: Timely approval of customer invoices is critical to keeping your cash flow steady and your operations running smoothly. This feature helps you avoid delays by automatically correcting issues that could stop an invoicing workflow from being recalled or approved, so your business stays on track without extra effort.…

Permanent link to this revision