Invoice Schedule Types in Project Operations

Blog Post coming on 6th April 2026!

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Time Entry Delegation in Project Operations | [Preview Feature]

March 31, 2026March 31, 2026 priyeshwagh777 Project Operations dynamics 365 crm, dynamics 365 project operations, Power Platform, Project Operations

While being out of office, doesn’t it scare you that you missed doing entries for the week and only you need to do it?
Well, now you can plan in advance and let others create Time Entries for you while you cannot.
This is a production-ready feature and here’s how you can use it!

Enable Delete Time Entries Feature in Project Operations

As a System Admin with correct rights, here’s how you enable Time Entry delegation like any other Project Operations settings –

Go to Project Parameters, look for Features and you’ll find one for Time Entry Delegation
Now, it’ll ask you for confirmation.
Then, once this is setup. Notice how the My Work section doesn’t have a Time Entry delegation available previously.
And when you refresh, this area gets added.

Now, you are all set to add someone else as your Delegate.

Add a Delegate

When you see the Delegates area in your My Work section, add a record –

Create a new Delegate record. Select the person who should enter Time Entry on your behalf.
Enter the rest of the details i.e. From Start Date to End Date to control this delegation.

Now, this is done. Within this time period, they can enter time entries on your behalf!

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Price Override in Project Operations | Part 2 [Understanding Change Amount effect]

January 31, 2026March 31, 2026 priyeshwagh777 Project Operations dynamics 365 crm, dynamics 365 project operations, project operations configuration

Continuing from Part 1: Price Override in Project Operations | Part 1 [Inconsistent Price Update], let’s look at the Pricing.

When you entered $250 for the Price Per Unit – you assumed it will update the price to $250 from $225
And what you got it this – $475

Here’s the catch!

Although the wordings of the field convey that it’ll be updated to the absolute price you entered, rather it “added” to the existing Price!!
Hence, 250 + 225 = 475.

So, don’t make the mistake of assuming it’s asking for ‘new price‘, it’s actually asking you ‘how to much to increase or decrease the price by‘

Hope this was useful!

Hope this was helpful!

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Price Override in Project Operations | Part 1 [Understanding Change Amount effect]

January 31, 2026January 31, 2026 priyeshwagh777 Project Operations Dynamics 365, dynamics 365 erp, power apps, Project Operations

So, often times if you are working on Project Contracts, you must have encountered this button which creates a separate Price List for the Quote itself – Project Contract Price List Defaulting Behavior in Project Operations

But here’s how to track and find what happens to these Price Lists and what Price Override levels are –

Creating Price Overrides

Here’ where you can find the Prices to be overridden on a Price List level –
Now, when a new Quick Create form is created, you can fill in the details for either the new Price or the % and the Scope.
Now, when you add the Price Per Unit, also notice that there’s a Scope field as well. Notice the types of records for the Scope defines at what level should this take effect.
Let’s select an Account and save.
Now when I save the record, notice that the Price is added differently.

So, let me demystify this Part 2 of this post here: Price Override in Project Operations | Part 2 [Understanding Change Amount effect]

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Permissions in Project in Project Operations

December 31, 2025December 31, 2025 priyeshwagh777 Dynamics 365 CE, Power Platform Admin Center, Project Operations

By default so far, Users added to the Project have full access if not controlled using Security Role. So here’s a simple tweak to restrict some users from having full access on Projects!

Enable Permissions in Projects

Given that you have correct Sys Admin rights in Project Operations, here’s how you can enable Permissions on a Project –

Navigate to the Settings area in Project Operations.
Look for Feature Control in the ribbon and drop down, you’ll see Permissions on Project control.
When you turn this one, note that it cannot be turned off later. And this is a System User level change.
Also, here’s the link mentioned in the message: https://learn.microsoft.com/en-us/dynamics365/project-operations/project-management/access-control-on-task-grid?WT.mc_id=DX-MVP-5003911

Permissions Settings

Now, in a Project, you can navigate to any System User and see the below –

Navigating to this user, I can see the below option in the ribbon button.
And I see only 2 options – Full or Read-only.
By default, they are all selected for Full permissions. So this setting gives you option to set as Read-Only on the Project.

This was a small tweak but useful if you want to be careful with too many resources having access to the project for editing where shouldn’t have to from the permissions/security role standpoint.

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New Copy Project Experience in Project Operations

December 31, 2025December 31, 2025 priyeshwagh777 Dynamics 365 CE, Power Platform, Project Operations

For quite some time, you already had the classic Copy Project experience in Project Operations which is as follows –
You had the Copy Project button on the top of the Project in the ribbon-

And it just used to start.

And once the Copy is done, it’ll append ‘- Copy’ to the end of the Project name and show any validations on the copied project based on when it is copied.

So, here’s how the new copy experience changes things!

New Copy Experience

So, in order to experience the new Project Copy, you’ll have to enable it from Settings like any other Project Operations feature –

Given you have Admin privileges, you can navigate to Settings.
And then look for Enable Copy Project New Experience.
It’ll ask you for confirmation.
Once this is enabled, you can test by using the same Copy Project button.

And here, you now get a modal pop-up with some preferences before the Copy process begin. This lets you choose how the copied project takes place.

So, I made some changes before copying like the Name, Calendar Template and Team Member preferences before I hit Copy.
And once you click Copy, the same copy process takes place but with the preferences you set.
It takes a few moments to copy and it’ll ask you to navigate away from the current page and take you to the new page.
Once you are in the new Page, it’ll then show this notification while the background processes take place.

And that’s the new Project experience for you!! 😊

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Time and Expense Agent [Production Ready Preview] – Part 1

August 31, 2025August 31, 2025 priyeshwagh777 Project Operations approvals agents, d365 project operations, microsoft ai, microsoft copilot, Project Operations

In between all the AI conversations, you wouldn’t want to be kept wondering what Agents in Power Platform/Dynamics 365 Applications are capable of.

So, the name of the Agent itself suggests their capability and one such agent is Time and Expense Agent.

Enable Time and Expense Agent

Just like any other Project Operations features, you can enable the Time and Expense Entry Agent from the Settings area as shown below –

Navigate to Settings and then to Parameters.
Then, drop down from the Feature control menu and then look for the Enable Time and Expense Entry agent option.
You’ll be asked to confirm and you can first read through the instructions.
Once you click enable, it takes a few moments to complete loading and then you get to Download the policy document for Time and Expense entries.
Once you click on Download, a Microsoft Doc it just opens in a new tab. Link: https://learn.microsoft.com/en-us/dynamics365/project-operations/approvals/approvals-agent-policy#policy-document-examplesnt-policy?WT.mc_id=DX-MVP-5003911

Scroll down in this document, you’ll find Policy Document for each type of Entry.
Click on the same and then you’ll be able to save a Doc file.

Download what is exported when you click the above link.
Here’s what the document looks like, it looks like an SOP designed for internal processes.
While you are reviewing the document, also note that the Time Entry agent is now a new area in My Work in Projects in your Project Operations SiteMap.

Setup Approvals Agents as an Admin

Now, you need to first set the Approvals Agent up so that it can be used –

Open Power Apps App Builder (https://make.powerapps.com/) and make sure to open the right environment.
Then look for the solution Project Service Agent
Then, open Objects and then Connection References. Look for the ones marked as Add to Solution as shown.
Then select CDS solution (If you can remember it from a while ago 😊). Then click Save.
Then open the CDS Default Solution as shown below –
In the solution, go to Connection References and you should see the ones which you added in earlier steps. Edit the added connection and then on the right hand pane, select New Connection.
Once you click on New Connection, it’ll open a New Tab and you’ll need to search Copilot Studio.
Click on it, and it’ll ask you to create a new connection. Click Create.
Then, you’ll be asked to login (most likely, you’ll want to use the logged in user)
Then, the Connection will appear once logged in. After this, go back to the Connection in the CDS solution.
You’ll now be able to select this connection.
You’ll be asked to Save Changes.
Then, once this is done, go back to Project Service Agent solution and go to Cloud Flows. Look for Approvals Agent trigger (Production-ready preview) and turn it on.

Watch out for Part 2 on this series to use the Approvals Agent! Coming Early Sep 2025.

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Project Task Progress Update in Project Operations & Mark Task as Completed

March 29, 2025March 29, 2025 priyeshwagh777 Project Operations Dynamics 365, Project Operations, project progress

Up until now, you had to do Time Entries to mark a Project Task as completed. But, this makes difficult to gauge the progress of the project in actuality as some tasks might need to be marked as completed without having to do remaining Time Entries on them.

Here’s when marking Project Task as Completed comes in handy.

Default Behavior for Project Tasks in Project Operations

By default, you won’t be able to edit the % of the task in the Project Task Grid –

Till now, you are able to directly mark a Task as complete by using the below option –
And it’ll mark the task as Completed to 100%. But, when hover over the % completed, it’ll say that it’s a read-only and can’t be edited to put your custom % in there.
So, let’s see how this feature will let you edit the % complete to your desired number.

Enable marking Project Tasks as completed

In Project Parameters, you can find the Feature to mark Project Task as completed –

Drop down on the Feature Control and you’ll see that Task C

Mark Project Tasks as completed

When you enable this, you’ll see the below on the Project –

The Project form will have the field to allow Project Tasks to have custom progress % option.
Once you do this, you’ll then be able to hover over the Project Task and enter the % you desire.

Hope this was useful!

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Multi-currency Cost Price List in Project Operations Lite

March 11, 2025March 11, 2025 priyeshwagh777 Project Operations finance and operations, Project Operations

Here’s how you can have a Global Price List under an Org Unit without tying it to the currency of the base Org Unit which is the Default use case.

Currently, here’s how the default behavior is without having the multi-currency cost price list disabled –

Now, let’s see how this will change when we have the Multi-currency cost price list enabled for your environment.

Multi-currency Cost Price List

This can be enabled from Project Parameters. Here’s how you do this provided you have the correct access –

Go to Project Parameter record in PO Lite, you’ll see this – which you can select Yes and save to enable it.
When you enable, it’ll show this message before you confirm –
“You are changing the way a Cost Price List is selected by system. The setting you are choosing indicates that the system will no longer select a cost price by matching the currency of the price list with the currency of the contracting unit. Any cost price list irrespective of currency could be selected as long as it is applicable for the date. Please ensure that you understand the impact before making this change. Please note that this will impact cost price list defaulting for ongoing projects as well.“
Now, when you have the same enabled, you’ll be able to add a Cost Price list of different currency than that of the Organization Unit.
If you see above, the different currencies can exist for the Organization which has a certain currency.

Behavior

Here’s a caveat when you select a multi-currency Cost Price List still

You cannot have the Start and End Dates overlap each other even when you have different currencies. When you try to do this, it’ll give you the below error.
When Time Entries are made, the Inter-Organizational Sales Actuals are also created based on the Cost Price from that Price List.

Being able to schedule for Resources across multiple geographies

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Project Estimate updates feature in Project Operations parameters

January 20, 2025January 20, 2025 priyeshwagh777 Project Operations dynamics 365 crm, dynamics 365 power platform, project estimates, Project Operations, project operations configuration, time and material

If you’ve worked on Project Operations for a while and are used to managing a Project and adding Expense and Material Estimates to a Project, you might have gotten used to putting things into the Materials and Expense Estimates tab – but this is now further simplified using Project estimate updates feature.

Let’s look at how this works!

Default Layout of Estimates on a Project

Let’s see below how the default Estimates appear on a project before the feature is enabled –

If you open a Project, you’ll find your Estimates tab here. It shows the distribution of time-phased estimates and this is non-editable
And the Material Estimates and Expense Estimates are their own separate tabs.

Expense Estimates

Material Estimates
Now, let’s go ahead and enable the Project estimate updates feature and look at the changes thereon.

You’ll be asked for confirmation before proceeding as this feature cannot be turned off.

Project estimate updates

Now, let’s look at how the Project estimate updates will appear –

The original Estimates tab which was static is now renamed as Time phased estimates
And the Material Estimates and Expense Estimates are consolidated under the Estimates tab.
Expense Estimates are seen as below

And there’s a way to switch between Expenses and Materials

And the Material Estimates are as below –

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D365 Demystified

A closer look at Microsoft Dynamics 365.

Project Operations

Invoice Schedule Types in Project Operations

Blog Post coming on 6th April 2026!

Like this:

Time Entry Delegation in Project Operations | [Preview Feature]

Enable Delete Time Entries Feature in Project Operations

Add a Delegate

Like this:

Price Override in Project Operations | Part 2 [Understanding Change Amount effect]

Here’s the catch!

Like this:

Price Override in Project Operations | Part 1 [Understanding Change Amount effect]

Creating Price Overrides

Like this:

Permissions in Project in Project Operations

Enable Permissions in Projects

Permissions Settings

Like this:

New Copy Project Experience in Project Operations

New Copy Experience

Like this:

Time and Expense Agent [Production Ready Preview] – Part 1

Enable Time and Expense Agent

Setup Approvals Agents as an Admin

Like this:

Project Task Progress Update in Project Operations & Mark Task as Completed

Default Behavior for Project Tasks in Project Operations

Enable marking Project Tasks as completed

Mark Project Tasks as completed

Like this:

Multi-currency Cost Price List in Project Operations Lite

Multi-currency Cost Price List

Behavior

Like this:

Project Estimate updates feature in Project Operations parameters

Default Layout of Estimates on a Project

Project estimate updates

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Blog Post coming on 6th April 2026!

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Enable Delete Time Entries Feature in Project Operations

Add a Delegate

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Here’s the catch!

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Creating Price Overrides

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Enable Permissions in Projects

Permissions Settings

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New Copy Experience

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Enable Time and Expense Agent

Setup Approvals Agents as an Admin

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Like this:

Default Behavior for Project Tasks in Project Operations

Enable marking Project Tasks as completed

Mark Project Tasks as completed

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Like this:

Multi-currency Cost Price List

Behavior

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Like this:

Default Layout of Estimates on a Project

Project estimate updates

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