Managing Investment Projects in Dynamics 365

INTRODUCTION Managing an Investment Project end-to-end across Microsoft Dynamics 365 Project Operations and D365 Finance requires careful setup across two systems connected via dual-write. This guide is based on the latest Microsoft Learn documentation (last updated January 2026) and covers the complete lifecycle — from prerequisites and feature activation through to WIP capitalisation and financial... Continue Reading →

April 23, 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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