Summary
- Dynamics 365 Project Operations is introducing an improved project quote experience with a cleaner layout and better use of screen space for editing project and product lines.
- The quote form will also surface context-based insights in-line, such as pricing indicators, estimate breakdowns, and potential data inconsistencies.
- This is a usability enhancement for users who create and manage project quotes in Dynamics 365 Project Operations.
- Microsoft states that no action is required from administrators.
Microsoft is introducing an enhanced project quote experience for Dynamics 365 Project Operations, reaching public preview on September 30, 2026. The update brings an optimised layout alongside context based insights for pricing and estimates. Administrators should review the upcoming interface changes to prepare support teams for the new workflow.
Administrator impact: No direct administrator action is required.
End user impact: Users will experience an improved layout and contextual insights when creating and managing project quotes.
Score rationale: This is a feature preview announcement that requires no immediate administrative intervention.
Message ID: MC1472751
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Medium
Release Start: 30 Sept 2026
Release End: 30 Sept 2026
Services: D365 Apps, Dynamics
Category: Stay informed
Tags: New Feature
Published: 16 Sept 2026
Expires: 16 Oct 2026
Last updated: 16 Sept 2026
History
9/16/2026 Item Added to Message Center
Microsoft Message
We are announcing the ability to use the improved project quote experience in Dynamics 365 Project Operations. This feature will reach public preview on September 30, 2026.
How does this affect me?
The improvements to project quote provide usability enhancements designed for users to work more efficiently when creating and managing quotes.
- The updated interface features an optimized layout and improved use of screen space to provide a cleaner, more efficient workspace for viewing and editing both project and product lines.
- Context-based insights are now surfaced directly within the quote, highlighting important details such as pricing indicators, estimate breakdowns, and potential data inconsistencies. These insights improve accuracy for quoting decisions and reduce the time needed to validate contract and estimate information.
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 Improve the project quote experience.