Summary
- Dynamics 365 Project Operations is adding support to sync transaction categories for retainers and milestones between Dataverse and Dynamics 365 Finance/operations apps.
- The change introduces a Transaction Category field on Retainer and Milestone entities in Dataverse.
- Selected categories will be synchronized through Data Integrator to align project and finance categories for more accurate revenue posting.
- This is an awareness-only announcement for Dynamics 365 Apps; no admin action is required.
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.
Score rationale: This update introduces a new preview feature for financial synchronisation that requires no immediate administrative intervention.
Message ID: MC1472252
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Low
Release Start: 30 Sept 2026
Release End: 30 Sept 2026
Last updated: 23 Sept 2026
Service: D365 Apps, Dataverse
Category: Stay informed
Tags: New feature
Rollout: September 2026
Published: 15 Sept 2026
Expires: 15 Oct 2026
Last updated: 15 Sept 2026
History
9/15/2026 Item Added to Message Center
Microsoft Message
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.
If you would like more information on this feature, please visit Advances and retainer-based contracts .