Set up and use features for resource/non-stocked based scenarios in Dynamics 365 Project Operations

In this module, you will:

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

In this module, you'll:

• Review the process of subcontracting in Dynamics 365 Project Operations.
• Learn about the steps of subcontracting in Project Operations.
• Discover key concepts of subcontracting in Project Operations.
• Review how to manage vendors and project lists in Project Operations.
• Set up and create subcontract orders and lines in Project Operations.
• Review how to book resources by using subcontracting in Project Operations.

In this module, you will:

• Learn how to manage project quotes in finance and operations apps.
• Learn how to manage multiple customers.
• Learn how to create, update, or delete a quote customer record.

In this module, you will:

• Learn how to set up price lists.
• Learn how to set up labor bill rates.
• Learn how to set up labor cost rates.
• Learn how to set up cost and sales rates for materials.

In this module, you'll:

• Learn how to set up custom pricing dimensions.
• Create a solution for custom pricing dimensions.
• Use a bookable resource, Transaction Category, and custom fields as pricing dimensions.
• 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.
• Update plug-in attributes to include new pricing dimensions.
• Turn off a pricing dimension.

In this module, you will:

• Learn about scheduling modes.
• Learn about external scheduling.
• Learn how to create and edit work breakdown structures.

In this module, you'll:

• Learn about header details.
• Learn about subcontract line fields.
• Create a subcontract.

In this module, you will:

• Learn about time entry in Dynamics 365 Project Operations.
• Learn how to create, edit, import, and recall time entries.

In this module, you will:

• Learn how to record material usage.
• Learn how to submit material usage for review and approval.
• Recall and delete a material usage log.

In this module, you will:

• Learn how to create a vendor invoice in finance and operations apps.
• Learn how to confirm invoices for projects.
• Learn how to verify invoices for projects.

In this module, you'll:

• Learn how to set up intercompany pricing and invoicing.
• Create intercompany transactions.
• Create intercompany customer and vendor invoices.

In this module, you'll:

• Discover the different types of billing methods.
• Learn how to create and manage a revenue estimate.
• Learn how to post and reverse WIP or accruals.

• 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

• 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

• 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
• Import project from Microsoft Project
• Exercise - Split billing
• Check your knowledge
• Summary

• 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

• 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

• Introduction
• Scheduling modes
• External scheduling
• Functional limitations
• Check your knowledge
• Summary

• Introduction
• Overview of header and line details
• Subcontract line milestones
• Subcontract project team members
• Check your knowledge
• Summary

• 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

• 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

• Introduction
• Create vendor invoicing
• Verification of vendor invoices with approved actuals
• Confirm project vendor invoices
• Exercise
• Check your knowledge
• Summary

• Introduction
• Intercompany invoicing overview
• Set up intercompany invoicing
• Create intercompany transactions
• Create intercompany customer and vendor invoices
• Exercise
• Check your knowledge
• Summary

• 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