MC1472252 - Dynamics 365 Project Operations - Enable on-account category in Dataverse
Microsoft 365 Message Center announcement MC1472252.
MS Message Center's Summary
Microsoft is introducing a public preview for Dynamics 365 Project Operations on September 30 2026, allowing transaction categories for retainers and milestones to sync between Dataverse and finance applications. This addition supports accurate revenue posting by exposing the Transaction Category field and synchronising data via the Data Integrator. Administrators should review this upcoming capability for financial workflows, though no immediate configuration is necessary during the awareness phase.
- Administrator impact
- No direct administrator action is required.
- End user impact
- Finance users will see new transaction category fields and improved data synchronisation for retainers and milestones.
- Importance
- 2/10: This update introduces a new preview feature for financial synchronisation that requires no immediate administrative intervention.
- Message Center ID
- MC1472252
- Category
- stay Informed
- Severity
- normal
- Services
- Dynamics 365 Apps
- Tags
- New feature
- Published
- 2026-09-15
- Last updated
- 2026-09-15
- Expires
- 2026-10-15
We are announcing the ability to sync transaction categories for retainers and milestones between Microsoft Dataverse and Dynamics 365 in Dynamics 365 Project Operations. This feature will reach public preview on September 30, 2026. How does this affect me? This feature enables categorization of retainers, milestones, and advances for accurate revenue posting in Dynamics 365 Finance. This feature will introduce the following capabilities: Expose Transaction Category field: This adds a 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 and align with project categories in finance and operations apps for consistency. What action do I need to take? This message is for awareness, and no action is required.