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NewDynamics 365 Project Operations

Dynamics 365 Project Operations: View resolved prices in a consolidated pricing view

A new Pricing tab will become the default pricing surface on contracts and quotes, displaying consolidated actual prices by dimension and date. Admins must review existing customizations against the Project Price List tab before deployment.

Action required: Review customizations and automation built against the existing Project Price List tab before adoption, as the new Pricing tab will replace it as the primary surface.

Microsoft's description

A new Pricing tab appears on the contract (and later the quote) and becomes the default pricing surface, replacing the Project Price List tab. Instead of listing only the price lists apply, it displays a consolidated grid of the prices that actually default for each pricing-dimension combination and date. You switch between price types, labor/role, category, and material, with a view picker, and role-price markups appear within the role view. A Date filter defaults to today and updates the grid to reflect date-effective overrides, and a Date effectivity column shows the date range each price is effective for. A Scope filter is set and locked automatically by the host record (Contract, Quote, Customer, Vendor purchase prices, or Org-unit cost prices). You can filter and sort across the pricing dimensions; grouping and frozen columns are not included in this release. Behind the grid, a unified query unions the Role Price and Date-Effective Price Overrides tables, de-duplicated and scoped to the price lists attached to the contract, and accounts for overrides at both the contract and associated customer levels. How to enable: The Pricing tab appears automatically on the contract form once the feature is deployed and enabled via the feature control menu. Because the new tab replaces the Project Price List tab as the primary surface, review any customizations or automation built against the existing tab before you adopt it. The price lists associated with the contract or quote will now be shown on the summary tab.

View on Microsoft roadmap →