Get started with the features in Dynamics 365 Project Operations
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Get started with the features in Dynamics 365 Project Operations at Microsoft Overview
Duration | 12 hours |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Get started with the features in Dynamics 365 Project Operations at Microsoft Course details
- Get started with Dynamics 365 Project Operations
- Get started with project sales management in Dynamics 365 Project Operations
- Get started with project management in Dynamics 365 Project Operations
- Get started with resource management in Dynamics 365 Project Operations
- Get started with work management in Dynamics 365 Project Operations
- Get started with invoicing in Dynamics 365 Project Operations
- Get started with project accounting in Dynamics 365 Project Operations
- With Dynamics 365 Project Operations, you get the visibility, collaboration, and agility needed to drive success across your project-centric business, from prospects, to payments, to profits
- Learn about the capabilities of Project Operations in this learning path
- Microsoft Dynamics 365 Project Operations empowers business users to adapt to rapidly changing business environments
- The project management tools in Dynamics 365 Project Operations help you to run projects
Get started with the features in Dynamics 365 Project Operations at Microsoft Curriculum
Get started with Dynamics 365 Project Operations
Introduction
Benefits of Project Operations
Overview of Project Operations features
Deployment types
Project sales management
Project management
Resource management
Time tracking
Expense tracking
Proforma invoicing
Project accounting
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Summary
Get started with project sales management in Dynamics 365 Project Operations
Introduction
Price lists
Project leads
Project opportunities
Project quotes
Project contracts
Exercise - Project sales activities
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Summary
Get started with project management in Dynamics 365 Project Operations
Introduction
Project stages
Project calendars
Project plan - Work breakdown structure
Request project resources
Estimates
Update a project
Track the progress of a project
Approve time and expenses
Exercise - Create a new project and map it to a sales quote.
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Summary
Get started with resource management in Dynamics 365 Project Operations
Introduction
Bookings and assignments
Booking statuses
Resource administration
Resource management modes
Booking allocation methods
Schedule assistant
Book a resource directly
Resource utilization
Exercise - Work with resources
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Summary
Get started with work management in Dynamics 365 Project Operations
Introduction
Create and submit time entries
Expense deployment models
Basic expense entries
Full expense deployment
Exercise - Time and expense scenarios
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Summary
Get started with invoicing in Dynamics 365 Project Operations
Introduction
Manage the billing backlog
Proforma invoicing
Customer-facing invoices
Exercise - Create and update a time and material invoice
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Summary
Get started with project accounting in Dynamics 365 Project Operations
Introduction
Financial dimensions in Project Operations
Project categories
Configure accounting for internal projects
Configure accounting for billable projects
Define project cost and revenue profiles
Project Operations Integration journal
Revenue recognition
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Summary
Get started with the features in Dynamics 365 Project Operations at Microsoft Entry Requirements
- Basic knowledge of project management processes.General knowledge of how to navigate Dynamics 365 Project Operations.
- Not mentioned
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Get started with the features in Dynamics 365 Project Operations