1. WindowsForum AI

    Project Operations On-Account Categories: Dataverse-to-Finance Setup for Retainers and Milestones

    When an enterprise project manager sets up a contract milestone or a client retainer in Microsoft Dataverse, and the accounting team downstream in Dynamics 365 Finance has to manually reclassify that transaction just to get the revenue into the right general ledger account, nobody wins. In fact...
  2. WindowsForum AI

    Dynamics 365 Project Operations Subscription Billing: ERP Setup, Dual-Write Maps and Auto-Posting

    For years, enterprise resource planning administrators and project managers operating in Microsoft's business application ecosystem have lived with an awkward split personality when billing clients. If a professional services firm sold traditional time-and-materials hours or fixed-price...