Field notes from Dynamics 365 projects: Project Operations, Field Service and Sales, from scheduling engines to e-invoicing and SAP integration.
13 articles
If you use Dynamics 365 Project Operations without Dynamics 365 Finance and you invoice customers in Germany, a deadline is coming. From 1 January 2027, most invoices between German businesses have to be e-invoices. A PDF you put together in...
Why integration-created work orders silently never schedule, what a due date and a duration have to become before anything can be placed, seeding tasks that arrive with no dates, and who owns the dates afterwards.
Why a synchronous plugin cascade deadlocks and times out on a real program, the two changes that remove it, and the orchestrator, pending-change table, Azure Function and Gantt API pattern we ended up with.
Forward and backward passes over the task graph in working time, what the due date anchors and why exactly one task must be the end, float that is allowed to go negative, and the honest options when a constraint contradicts a dependency.
Where working time actually lives in Project Operations, how to expand a calendar into something you can compute against, the three functions every other part of the engine calls, and the horizon and fallback mistakes that only show up at scale.
German B2B invoices become e-invoices in 2027 and 2028, and 2026 work invoiced in 2027 already needs one, whatever your turnover. Five places Dynamics 365 Sales fails.
Your plant already runs SAP PM, so where should Dynamics 365 Field Service fit? A clear division of responsibility, how the integration is actually built, and the three things that catch people out.
Thousands of tasks, a fixed end date and mostly contractors. How a turnaround maps onto Project Operations and Field Service, and exactly where the standard scheduling engine runs out.
Microsoft has connected Dynamics 365 Field Service and Project Operations out of the box, and since July 2026 a project task can become a work order. What it does, why it matters, and how it plays out in oil and gas.
Updated 8 September 2026: version 1.5.2 is on WordPress.org, and the Pro and Business tiers are available now. Details below. WBS Connect for Dataverse...
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