Learn the fundamentals of Microsoft Dynamics 365 Project Operations

After completing this module, you will be able to:

• Describe built-in reporting capabilities.
• Describe options for exporting data to other Microsoft products.
• Describe options for analyzing data.
• Describe use cases for and integration capabilities with other Microsoft products.
• Describe options for managing documents.

After completing this module, you will be able to:

• Describe the project lifecycle including project invoicing and revenue recognition.
• Describe project-based services.
• Describe project sales capabilities.
• Describe project contract capabilities.
• Describe project pricing capabilities.

After completing this module, you will be able to:

• Identify project features including contracts, stages, team assignments, and fixed price versus time and material estimates versus retainer contracts.
• Describe project team management capabilities including allocation methods, resource scheduling, and skills.
• Describe project schedule management capabilities including tasks, subtasks, assignments, and project plan management.
• Describe project cost tracking capabilities including time and expense costs.

• Introduction
• Discover enterprise resource planning (ERP)
• Review Dynamics 365 use cases
• Create and use reports, including workspaces
• Explore options for exporting to Excel
• Explore options for analyzing data with Power BI
• Explore Microsoft Teams integration capabilities
• Integrate Dynamics 365 with Microsoft Word and Excel
• Explore options for managing documents by using SharePoint Online
• Explore email integration capabilities
• Lab: Navigate the finance and operations apps
• Lab: Explore workspace and filtering
• Knowledge check
• Summary

• Introduction
• Explore project-based services
• Manage projects across industries
• Analyze the project lifecycle (project phases)
• Explore project sales capabilities
• Explore project contract capabilities
• Describe project pricing capabilities
• Knowledge check
• Summary

• Introduction
• Create and manage work breakdown structures
• Create and manage project forecasts and budgets
• Explore the project invoicing capabilities
• Explore project schedule management capabilities
• Explore project cost tracking capabilities
• Explore cash flow analysis
• Review project costs
• Explore utilization analysis
• Review project statements
• Knowledge check
• Summary