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Dynamics 365 Project Operations: Optimize Project Operations - Use what-if analysis on estimates

Summary

This feature introduces a robust what-if analysis capability for estimates that enables you to model scenarios and evaluate their impact on key financial goals.

Scenario modeling : Use existing quotes to simulate scenarios and assess their effects on goals like profitability and gross margins.

Goal-oriented analysis : Select specific goals and target values to model pricing changes effectively.

Dynamic pricing dimensions : Adjust key pricing dimensions to explore how changes influence the selected goals.

Informed decision-making : Review multiple what-if analysis models, compare outcomes, and apply the most suitable option to the quote.

Business Value

This feature empowers you to simulate various estimation scenarios by adjusting key pricing dimensions, providing real-time insights into quote estimations. You can explore different strategies and quickly identify the most effective path to achieve your financial goals. By manipulating factors such as price, discount rates, and cost reductions, you can optimize profitability and align quotes with specific sales targets.

Automated calculations save time, reduce errors, and enhance negotiation flexibility, enabling sales teams to con…

Status
In development
General availability target
Apr 2027
Preview target
Mar 2026
Clouds
Worldwide (Standard Multi-Tenant)
Release phases
General Availability, Preview
Platforms
Web
Added to the roadmap
16 Oct 2026
Last changed
16 Oct 2026 · today
All Dynamics 365 roadmap items

What changed

First observed 16 Oct 2026

No field changes in the recorded history.

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ChangeIntel

An IT change radar: releases, security, known issues, retirements, documentation changes, and service status from public sources. Every item links to supporting evidence; dates and statuses can change after they are read.

Sources read 16 Oct 21:17 UTC · 254 of 255 readable · 253 fully read · documentation 0/410 current