Get started with the features in Dynamics 365 Project Operations

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Project Management Courses Expense Management Courses Invoicing Courses Time Tracking Courses

Course Description

Overview

Module 1: Learn about Dynamics 365 Project Operations and how it empowers business users to adapt to rapidly changing business environments and manage the entire life cycle of a project.

In this module, you will:

Learn about the benefits of Dynamics 365 Project Operations.
Discover the features in Project Operations.

Module 2: The sales processes that are used in a project-based organization differ from the sales processes that are used in a product-based organization. The reason is because the sales cycles for project-based organizations are longer and require customized estimate techniques to analyze and create quotes for each deal.

In this module, you will:

Learn how to create price lists.
Create project leads and opportunities.
Learn how to create quotes on project contracts.

Module 3: The project management tools in Dynamics 365 Project Operations help you to run projects. The scheduling tools help project managers and teams stay productive.

In this module, you will:

Learn about project stages and project calendars.
Create a project plan.
Estimate a project.
Request project resources.
Review resources.
Update a project.
Track a project’s progress.
Approve time and expenses.

Module 4: Resources are the most important assets of a service-based organization.

In this module, you will:

Learn about bookings and assignments.
Discover the various functions of the Resource reconciliation view.
Use booking statuses to define your company’s unique business processes.
Discover the available options to help you administer resources.
Learn about the resource management modes.
Explore the different booking allocation methods that you can use.
Learn how to use the schedule assistant to book resources.
Learn how you can directly book a resource.

Module 5: Simplify time tracking and expense management with Microsoft Dynamics 365 Project Operations. Submit, approve, process, and reconcile time and expense entries instantaneously for faster reimbursement and client billing.

In this module, you will:

Learn how to create and submit time entries.
Discover the two types of expense deployment models.
Learn how to capture, submit, recall, and delete expense entries.

Module 6: Microsoft Dynamics 365 Project Operations for resource/non-stocked based scenarios offers comprehensive capabilities that are tailored to fit the needs of project managers and Accounts receivable clerk/project accountants.

In this module, you will:

Learn how to manage the billing backlog.
Learn how to create proforma invoices.
Discover the capabilities of customer-facing invoicing.
Practice correcting invoices.

Module 7: Microsoft Dynamics 365 Project Operations delivers a business solution complete with project accounting capabilities at every project phase.

In this module, you will:

Learn about project accounting capabilities in Dynamics 365 Project Operations.
Learn how to use the time and material and fixed price billing methods for revenue recognition.

Syllabus

Module 1: 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

Module 2: 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
Check your knowledge
Summary

Module 3: 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.
Check your knowledge
Summary

Module 4: 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
Check your knowledge
Summary

Module 5: 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
Check your knowledge
Summary

Module 6: 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
Check your knowledge
Summary

Module 7: 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
Check your knowledge
Summary

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