Dynamics 365 Project Operations: Optimize Project Operations - Enable on-account category in Dataverse Beta
Data as of 2 hours ago (26 October 2026)
Description
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
Change history
Added to the roadmap 16 October 2026. Tracked here since 16 October 2026. Earliest target we recorded: March 2027 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 16 October 2026. Changes appear here as Microsoft updates the feed.