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Set up and use features with lite deployment in Dynamics 365 Project Operations

Offered By: Microsoft via Microsoft Learn

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

Course Description

Overview

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  • 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: Learn how to create a vendor invoice for a lite deployment.

    In this module, you will:

    • Learn how to create vendor invoices in Project Operations.
    • Learn how to cancel invoices for projects in Project Operations.
    • Learn what states invoices have.
  • Module 3: Learn about using proforma invoices to make corrections in Dynamics 365 Project Operations.

    In this module, you will:

    • Learn how to post proforma invoices in Project Operations.
    • Learn how to correct invoices for projects in Project Operations.
    • Create corrective project invoices.
    • Set up project invoice automation.

Syllabus

  • Module 1: 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: Module 2: 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
    • Check your knowledge
    • Summary
  • Module 3: Module 3: 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
    • Check your knowledge
    • Summary

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