Microsoft Dynamics 365 continues to evolve, bringing powerful new capabilities to Project Operations and Field Service. The 2025 Release Wave 2 introduces features that help organizations streamline project management, optimize field operations, and connect business processes end-to-end. Here’s a look at the updates we’re most enthusiastic about—and why they matter for your business.
Dynamics 365 Project Operations: Empowering smarter project delivery
Investment project feature
The new investment project feature enables organizations to manage internal investment projects within Project Operations. This means you can track every aspect of an investment project, from initial concept and project management to accounting and eventual capitalization as a fixed asset. Companies benefit from improved visibility and control over internal projects, ensuring investments are managed efficiently and transparently. Read more.
Beginning balance feature
Transitioning to Dynamics 365 is now easier thanks to the beginning balance feature. This update allows organizations to upload outstanding balances for projects, milestones, and advance invoices during cut-over for go-live. As a result, ongoing projects can be seamlessly migrated with accurate financial data, reducing disruption and ensuring continuity. Read more.
Direct journaling on projects in Dataverse
Finance teams can now use general expense journals directly within Project Operations, enriching the expense functionality with Finance journals. This unlocks new possibilities, such as setting up approval flows for project expenses, and brings greater integration between operational project management and financial accounting processes. Read more.
Approval updates: Weekly view, bulk edits, and delegates
Project managers gain a clearer overview of submitted time entries with the new weekly view, easier groupings, and bulk editing options for billability. The addition of delegate functionality helps prevent bottlenecks in end-of-week or end-of-month processing, making timely billing, resource management and reporting more efficient and reliable. Read more.
Streamlined import of project tasks using templates
Setting up new or existing projects is now faster and less error-prone, thanks to the improved and faster generation of project tasks with the use of templates. This enhancement saves time and helps avoid mistakes during project setup, supporting smoother project launches and better resource planning. Read more.
Enable Purchase Orders and item reservations for stocked items
Project Operations now supports material requirements for inventory and purchasing, integrating these needs directly into project management. This ensures material availability and optimizes end-to-end operational processes between project management, logistics and resource planning, reducing delays and improving project delivery. Read more.
Dynamics 365 Field Service: Optimizing field operations for real-world impact
Integrate bookings with Outlook and Teams
Field Service engineers can now view their scheduled appointments directly in their Outlook or Teams calendar and navigate instantly to related work orders. This seamless integration eliminates the need for multiple calendar tools, giving users a unified view of both personal and field service commitments. Read more.
Connect Field Service to Finance and Operations
Work orders in Field Service can now be linked to Finance and Operations project accounting. This integration ensures that operational work in Field Service is reflected in financial processes such as cost accounting, revenue recognition, and invoicing, supporting end-to-end business management. Read more.
Enable serialized inventory tracking between Field Service and Finance and Operations
Organizations can now track lot-controlled and serialized items across Field Service and Finance & Supply Chain Management. This enables accurate tracking of consumed items, supports recall actions and warranty management, and provides end-to-end traceability for repairable assets. Read more.
Integrate Field Service with (Business Central) service management
Field Service work order management, planning, and execution can now be seamlessly integrated with Business Central Service Management. This allows organizations to leverage future-proof operational management in Field Service while continuing to use Business Central for service contracts, sales, warehouse management, and invoicing. Read more.
Optimize schedules with scheduling operations agent
Artificial intelligence can now be used to optimize field service schedules, reducing travel time for engineers, minimizing planning effort, and making it easier to respond to incidents. This leads to more efficient resource allocation and improved customer service. Read more.
Use inspection builder to create inspections from existing files
Copilot now supports uploading inspection documents to quickly create inspection templates. This saves time when setting up inspections, especially during go-live data migration or when onboarding inspection processes for service customers. Read more.
Access online data with your offline-first application
Field Service users can now choose between offline and online modes depending on their situation. Offline mode provides access to a selected set of data for work in areas with limited connectivity, while online mode offers broader data access and increased productivity when connectivity is available. Read more.
Discover how Dynamics 365 updates can unlock the full potential of Project & Field management
The 2025 Release Wave 2 for Dynamics 365 Project Operations and Field Service delivers strategic advantages for organizations looking to modernize project delivery and field operations. These updates help companies improve efficiency, reduce errors, and connect business processes from planning to execution and financial management.