Set up and use features with lite deployment in Dynamics 365 Project Operations
- Offered byMicrosoft
Set up and use features with lite deployment in Dynamics 365 Project Operations at Microsoft Overview
Duration | 3 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 with lite deployment in Dynamics 365 Project Operations at Microsoft Course details
- Get started with Dynamics 365 Project Operations
- Create a vendor invoice for lite deployment in Dynamics 365 Project Operations
- Proforma invoicing and corrections in Dynamics 365 Project Operations
- Dynamics 365 Project Operations allows to create a vendor invoice for a lite deployment in Project Operations
- Customers can choose to use the full subcontracting experiences or not
- Additionally, proforma invoices can be useful when editing existing invoices in the Project Operations environment
- Learners are able to post these invoices and make corrections to improve project management processes
Set up and use features with lite deployment 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
Create a vendor invoice for lite deployment in Dynamics 365 Project Operations
Introduction
Vendor invoicing concept and creation
Header details for vendor invoices
Vendor invoice lines for time
Vendor invoice lines for products
Vendor invoice lines for milestones
Vendor invoice lines for expense categories
Cancel a project vendor invoice
State transitions on a vendor invoice
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Summary
Proforma invoicing and corrections in Dynamics 365 Project Operations
Introduction
Manage the project billing backlog
Manage the not-to-exceed status and validations
Proforma project invoices
Manage a proforma project-based invoice
Invoice a retainer or an advance
Confirm a proforma project-based invoice
Set up project invoice automation
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Summary
Set up and use features with lite deployment in Dynamics 365 Project Operations at Microsoft Entry Requirements
- Basic understanding of Dynamics 365 Project OperationsBasic understanding of finance and operations appsBasic knowledge of invoicing and project management
- Not mentioned
Set up and use features with lite deployment in Dynamics 365 Project Operations at Microsoft Admission Process
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Set up and use features with lite deployment in Dynamics 365 Project Operations