Dynamics 365 Project Operations – Management and Accounting

Dynamics 365 Project Operations – Project Management and Accounting Training Workshop

You will Learn how to:

• Configure the most important Dynamics 365 Project Operations features.
• Process Dynamics 365 Project Operations transactions.
• Learn Dynamics 365 Project Operations features and functionalities

Dynamics 365 Project Operations – Project Management and Accounting Workshop

Connect your project-centric business using Dynamics 365 in one application. Dynamics 365 Project Operations.  Learn the important features and functionalities needed by Dynamics 365 Supply Chain Management including: The product information, how to configure, create, and manage Projects and Tracking the resources.  Lectures and several hands-on exercises based on a case study Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability.

• Leaders get business insights to increase visibility across all teams, data, and processes, plus AI capabilities for better and faster business decisions.
• Sales is enabled to win more deals and accelerate the sales cycle with fast and accurate quotes, flexible pricing, and seamless transitions from estimate to execution.
• Resourcing is set up to optimize resource use by aligning the right people, with the right skills, to the right projects. This alignment improves quality and helps to retain top performers.
• Project managers can accelerate project delivery with state-of-the-art, built-in project management that uses familiar, easy-to-use Microsoft Project capabilities.
• Team members can improve productivity, collaboration, and visibility with integration to Microsoft Teams, and submit time and expenses from anywhere.
• Finance can simplify project accounting with time and expense tracking governance, project costing, budgeting, invoicing, revenue recognition, compliance, and visibility into key business health metrics.

Project Operations is powerful on its own, but can be expanded by our customers who require more capabilities from Dynamics 365. These capabilities include Marketing, Human Resources, Customer Service, and more. Whether you want the added functionality of another Dynamics 365 application or to add on a custom application built with Power Apps, everything works together and works like you expect because they share the common foundation of a secure, private, and compliant cloud-

Is this the Right Dynamics 365 Project Operations – Project Management and Accounting Workshop for You?

The Dynamics 365 Project Operations functional consultant is a key resource that designs and configures Project Operations apps to meet the business requirements. Analyzes business requirements and translates those requirements in a working Business Model.

Course Outline

Module 1: Project Operations Overview

• Dynamics 365 Project Operations
• Supports project-based services.
• Dynamics 365 Apps and Integration

Module 2: Project Operations Configuration

• Deployment
• Dynamics 365  Apps
• Dataverse and Dynamics Apps
• Advanced Configuration

Module 3: Sales Capabilities

• Sales process for projects that extends the Dynamics 365 Sales application
• Project planning using Microsoft Project for the Web
• Multi-dimensional pricing
• Unified resource management
• Time tracking
• Basic expense
• Full expense
• Receipt OCR
• Proforma and customer-facing invoicing
• Revenue recognition for projects

Module 4: Resource Configuration

• project resource scheduling
• project resource management
• resource utilization capabilities

Module 5: Project Management

• Project planning using WBS
• Resource management
• Project planning using Microsoft Project for the Web

Module 6: Resource Management

• Unified resource management
• Time tracking
• Skills and certifications

Module 7: Work Management

• Full expense
• Receipt OCR
• Full invoicing
• Revenue recognition
• Production orders
• Stocked materials support with inventory

Module 8: Project Accounting (Lite Deployment)

• Sales process for projects that extends Dynamics 365 Sales application experiences
• Project planning using Microsoft Project for the Web
• Multi-dimensional pricing
• Unified resource management
• Time tracking
• Basic expense
• Proforma invoicing for Project manager’s review and edits

Module 9: Reporting and Analytics

• Microsoft Power BI and Dynamics 365 Project Operations
• Dashboards

Module 10: Review

Related Certifications:
Microsoft Certified: Dynamics 365 Finance and Operations Apps Developer Associate
Learning Paths
Credly & Job Opportunities