Set up and use features for resource/non stocked based scenarios in Dynamics 365 Project Operations
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Set up and use features for resource/non stocked based scenarios in Dynamics 365 Project Operations at Microsoft Overview
Duration | 10 hours |
Start from | Start Now |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Set up and use features for resource/non stocked based scenarios in Dynamics 365 Project Operations at Microsoft Course details
- Get started with Dynamics 365 Project Operations
- Get started with subcontracting in Dynamics 365 Project Operations
- Managing estimation and sales process using Dynamics 365 Project Operations
- Set up cost and sales prices for time, expense, and materials in Dynamics 365 Project Operations
- Set up pricing dimensions in Dynamics 365 Project Operations
- Advanced project planning and task scheduling capabilities in Dynamics 365 Project Operations
- Work with subcontracts in Dynamics 365 Project Operations
- Time entries and modern approvals infrastructure in Dynamics 365 Project Operations
- Set up non-stocked materials and track usage on projects with Dynamics 365 Project Operations
- Create vendor invoice for resource non-stocked deployment in Dynamics 365 Project Operations
- Set up intercompany pricing and invoicing in Dynamics 365 Project Operations
- Revenue recognition in Dynamics 365 Project Operations
- Dynamics 365 Project Operations provides tools to cover project-based quotes, scheduling modes, cost and sales pricing, subcontract management, vendor invoicing, time entries, project management, material usage tracking, and intercompany pricing and invoicing
- Understanding revenue recognition is also important for managing project costs
- Project Operations provides all necessary information for effective project management, customization, and organization-specific pricing dimensions
Set up and use features for resource/non stocked based scenarios 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
Check your knowledge
Summary
Get started with subcontracting in Dynamics 365 Project Operations
Introduction
Subcontracting process
Key concepts in subcontracting
Manage vendors and project price lists
Subcontractors as bookable resources
Header and line details for subcontracts
Subcontract project team members
Check your knowledge
Summary
Managing estimation and sales process using Dynamics 365 Project Operations
Introduction
Manage project quotes
Unique concepts for project-based quotes
Header details for project-based quotes
Manage multiple customers on a project
Copy project quotes
Activate and revise a project quote
Close project quotes
Exercise - Split billing
Check your knowledge
Summary
Set up cost and sales prices for time, expense, and materials in Dynamics 365 Project Operations
Introduction
Set up price lists
Set up labor bill rates
Set up labor cost rates
Set up cost and sales rates for expenses
Set up cost and sales rates for materials
Exercise - Set up cost and sales rates
Check your knowledge
Summary
Set up pricing dimensions in Dynamics 365 Project Operations
Introduction
Pricing dimensions overview
Project Operations fields as pricing dimensions
Use a bookable resource as a pricing dimension
Use Transaction Category as a pricing dimension
Set up a bookable resource with multiple roles on a project
Create custom fields and entities as pricing dimensions
Add custom fields to price setup and transactional entities
Set up custom fields as pricing dimensions
Update plug-in attributes to include new pricing dimensions
Turn off a pricing dimension
Exercise
Check your knowledge
Summary
Advanced project planning and task scheduling capabilities in Dynamics 365 Project Operations
Introduction
Scheduling modes
External scheduling
Functional limitations
Check your knowledge
Summary
Work with subcontracts in Dynamics 365 Project Operations
Introduction
Overview of header and line details
Subcontract line milestones
Subcontract project team members
Check your knowledge
Summary
Time entries and modern approvals infrastructure in Dynamics 365 Project Operations
Introduction
Time entry overview
Create, edit, and recall time entries
Import a time entry
Visualizations and reporting for time entry
Exercise - Create a time entry record
Check your knowledge
Summary
Set up non-stocked materials and track usage on projects with Dynamics 365 Project Operations
Introduction
Material usage overview
Submit material usage for review and approval
Recall a material usage log
Delete a material usage log
Check your knowledge
Summary
Create vendor invoice for resource non-stocked deployment in Dynamics 365 Project Operations
Introduction
Create vendor invoicing
Verification of vendor invoices with approved actuals
Confirm project vendor invoices
Exercise
Check your knowledge
Summary
Set up intercompany pricing and invoicing in Dynamics 365 Project Operations
Introduction
Intercompany invoicing overview
Set up intercompany invoicing
Create intercompany transactions
Create intercompany customer and vendor invoices
Exercise
Check your knowledge
Summary
Revenue recognition in Dynamics 365 Project Operations
Introduction
Revenue recognition overview
Set up period types
Set up cost templates
Fixed price revenue estimate projects
Cost to complete methods
Manage revenue estimates
Check your knowledge
Summary
Set up and use features for resource/non stocked based scenarios in Dynamics 365 Project Operations at Microsoft Entry Requirements
- Basic understanding of Dynamics 365 Project OperationsBasic understanding of finance and operations appsBasic knowledge of price listsBasic knowledge of quotes and project managementBasic knowledge of task schedulingBasic knowledge of invoicing and project management
- Not mentioned
Set up and use features for resource/non stocked based scenarios in Dynamics 365 Project Operations at Microsoft Admission Process
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Set up and use features for resource/non stocked based scenarios in Dynamics 365 Project Operations