Dynamics 365 Project Operations – Management and Accounting

Dynamics 365 Project Operations – Project Management and Accounting Training

Dynamics Edge courses and labs are enhanced Instructor-Led Training (ILT) materials, purpose-built for live, guided instruction, structured learning and practical, work-ready skills development.

Unlike Microsoft Learn paths—which are designed for self-paced study—our ILT content follows a carefully crafted curriculum tailored for real-time engagement, interactive Q&A, The structure and flow of our materials are intentionally different to support deeper learning and immediate application.

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

Connect your project-centric business using Dynamics 365 in one application. Dynamics 365 Project Operations. 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-

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