Unifying CapEx and Project Delivery: The Impact of Investment Projects in Dynamics 365 Project Operations

Project finance circular workflow illustration: Funding, Planning, Execution, Monitoring, Returns, and Synchronization.

🧩 What Are Investment Projects? In D365 Finance, Investment Projects are used to manage capital expenditure (CapEx) and internal initiatives that eventually result in: Creation of fixed assets Capitalisation of costs Tracking of work‑in‑progress (WIP) Multi‑year internal development or infrastructure projects These project types have long existed in Finance, but Project Operations did not previously... Continue Reading →

April 2, 2026 0

Dynamics 365 Project Operation integrated Approach — Transaction Categories

Hi Folks, As promised in previous post, this time I have tried to give a detailed understanding. I focus on the creation of Transaction Categories for Integrated Approach. Let's start. Creating Transaction Categories in Dynamics 365 Project Operations Transaction Categories are a foundational element in Dynamics 365 Project Operations, especially in environments integrated with Dynamics... Continue Reading →

January 20, 2026 0

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