Dynamics 365 Project Operations: Advances and Retainers

Tested on: ProjOps version 4.1.0.35 (public preview, UR1)

Advances and Retainers is a new feature that was released with the UR1 update of Dynamics 365 Project Operations. With this feature, upfront payments can be defined. The value of delivered services can then be reduced from the advance/retainer amount. If delivered services exceed the advance/retainer amount, the difference is…

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Dynamics 365 Project Operations: Advances and Retainers

Tested on: ProjOps version 4.1.0.35 (public preview, UR1) Advances and Retainers is a new feature that was released with the UR1 update of Dynamics 365 Project Operations. With this feature, upfront payments can be defined. The value of delivered services can then be reduced from the advance/retainer amount.

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Author: Antti Pajunen

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