- 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.
- Learn about the benefits of Dynamics 365 Project Operations.
- Discover the features in Project Operations.
- Module 2: The sales processes that are used in a project-based organization differ from the sales processes that are used in a product-based organization. The reason is because the sales cycles for project-based organizations are longer and require customized estimate techniques to analyze and create quotes for each deal.
- Learn how to create price lists.
- Create project leads and opportunities.
- Learn how to create quotes on project contracts.
- Module 3: The project management tools in Dynamics 365 Project Operations help you to run projects. The scheduling tools help project managers and teams stay productive.
- Learn about project stages and project calendars.
- Create a project plan.
- Estimate a project.
- Request project resources.
- Review resources.
- Update a project.
- Track a project’s progress.
- Approve time and expenses.
- Module 4: Resources are the most important assets of a service-based organization.
- Learn about bookings and assignments.
- Discover the various functions of the Resource reconciliation view.
- Use booking statuses to define your company’s unique business processes.
- Discover the available options to help you administer resources.
- Learn about the resource management modes.
- Explore the different booking allocation methods that you can use.
- Learn how to use the schedule assistant to book resources.
- Learn how you can directly book a resource.
- Module 5: Simplify time tracking and expense management with Microsoft Dynamics 365 Project Operations. Submit, approve, process, and reconcile time and expense entries instantaneously for faster reimbursement and client billing.
- Learn how to create and submit time entries.
- Discover the two types of expense deployment models.
- Learn how to capture, submit, recall, and delete expense entries.
- Module 6: Microsoft Dynamics 365 Project Operations for resource/non-stocked based scenarios offers comprehensive capabilities that are tailored to fit the needs of project managers and Accounts receivable clerk/project accountants.
- Learn how to manage the billing backlog.
- Learn how to create proforma invoices.
- Discover the capabilities of customer-facing invoicing.
- Practice correcting invoices.
- Module 7: Microsoft Dynamics 365 Project Operations delivers a business solution complete with project accounting capabilities at every project phase.
- Learn about project accounting capabilities in Dynamics 365 Project Operations.
- Learn how to use the time and material and fixed price billing methods for revenue recognition.
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