IntroductionWhile working on multiple projects, project managers often notice that multiple tasks are repeated. For example, tasks like requirement analysis, development, testing, and deployment appear in every project. Earlier, reusing these tasks was not straightforward. Managers had to either create tasks manually or copy the entire project. To solve this, Microsoft has introduced a new … Continue reading Import Tasks from Other Projects in Project Operations
Customize the Task Details Pane for Tailored Experiences in Project Operations
IntroductionIn project execution, small interruptions can slow teams down especially when users must open multiple screens just to update task details. In Microsoft Dynamics 365 Project Operations, users often work extensively in the task grid, and switching away from it to update task information can break their workflow. To solve this, Microsoft is introducing a … Continue reading Customize the Task Details Pane for Tailored Experiences in Project Operations
Time Entry Delegation (Preview) in Microsoft Dynamics 365 Project Operations
IntroductionIn this blog, I’m going to talk about another productivity-boosting enhancement in Dynamics 365 Project Operations, the Time Entry Delegation (Preview) feature. This feature, released as a production-ready preview on September 24, 2025, allows a resource to log, modify, or submit time entries on behalf of another user for a limited duration. In simple words, … Continue reading Time Entry Delegation (Preview) in Microsoft Dynamics 365 Project Operations
Declutter Mode in Time Entry Calendar (Preview)
IntroductionIn this blog, I’m going to continue from our previous discussion on the Time Entry Calendar (Preview) feature in Microsoft Dynamics 365 Project Operations— the Declutter Mode (Preview Only). This update improves the readability and visual organization of your Time Entry, especially for users who often log time without specifying a start time. Previously, when … Continue reading Declutter Mode in Time Entry Calendar (Preview)
Time Entry Calendar Interface (Preview) in Project Operations
IntroductionIn this blog, I’m going to share about Time Entry Calendar interface (Preview) for Dynamics 365 Project Operations (version 4.141.0.X or later). In this feature users will gain a more visual and intuitive way to log, edit, and manage time entries—far beyond what the classic grid offered. Public preview: May 30, 2025; General availability: Sep … Continue reading Time Entry Calendar Interface (Preview) in Project Operations
Implementing Access Restrictions in Project for the Web iFrame
IntroductionIn this blog, I’m going to share about Project for the web iFrame which plays an important role in task planning. It allows users to view, create, update, and manage project tasks directly inside Dynamics without leaving the system. However, one major challenge has been the lack of restrictions inside this iFrame — meaning that … Continue reading Implementing Access Restrictions in Project for the Web iFrame
Schedule modes in Project Operations
Problem Definition: It has always been a confusion for the Project Manager to choose between the Schedule modes, whether it should be a Fixed effort, Fixed duration or a fixed unit project. And the primary reason behind it was, that most of the PM wanted to a have a fixed duration/unit project without impacting the … Continue reading Schedule modes in Project Operations
Time and Expense Entry Agent Approval – using MS Copilot
In this blog, I’m going to share about Agent Approvals in Microsoft D365 related to Project Operations. In this short blog, we’re going to have a look at how Agent Approval work and its importance in MSD. Applies To: Project Operations Integrated with ERP, Project Operations Core PROBLEM STATEMENT: For project managers, one of the most … Continue reading Time and Expense Entry Agent Approval – using MS Copilot
Revolutionizing Project Operations: Unified Grid for Material and Expense Estimates in 2024 Release Wave 2
Efficiency and accuracy are key to success in the rapidly changing world of project management. The 2024 Release Wave 2 for Dynamics 365 Project Operations will ship with a new Unified Grid to manage material and expense estimates, fulfilling this need as Microsoft Converts Legacy UI of Estimates. Overview of Streamlined Workflow with a New … Continue reading Revolutionizing Project Operations: Unified Grid for Material and Expense Estimates in 2024 Release Wave 2
Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
For most organizations running on Dynamics 365 (D365), the traditional Sales module and the specific Sales in Project Operations are some of their best options of choice. These solutions are designed to serve distinct purposes that are aligned with different business needs. In this article, we will delve into various particulars of these differences, or more specifically, what the … Continue reading Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
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