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Microsoft

Learn the fundamentals of Microsoft Dynamics 365 Project Operations

Microsoft via Microsoft Learn

Overview

  • Module 1: Get introduced to the finance and operations apps
  • After completing this module, you will be able to:

    • Describe built-in reporting capabilities.
    • Describe options for exporting data to other Microsoft products.
    • Describe options for analyzing data.
    • Describe use cases for and integration capabilities with other Microsoft products.
    • Describe options for managing documents.
  • Module 2: Identify project lifecycle management capabilities in Microsoft Dynamics 365 Project Operations
  • After completing this module, you will be able to:

    • Describe the project lifecycle including project invoicing and revenue recognition.
    • Describe project-based services.
    • Describe project sales capabilities.
    • Describe project contract capabilities.
    • Describe project pricing capabilities.
  • Module 3: Explore the project planning and execution capabilities of Microsoft Dynamics 365 Project Operations
  • After completing this module, you will be able to:

    • Identify project features including contracts, stages, team assignments, and fixed price versus time and material estimates versus retainer contracts.
    • Describe project team management capabilities including allocation methods, resource scheduling, and skills.
    • Describe project schedule management capabilities including tasks, subtasks, assignments, and project plan management.
    • Describe project cost tracking capabilities including time and expense costs.

Syllabus

  • Module 1: Get introduced to the finance and operations apps
    • Introduction
    • Discover enterprise resource planning (ERP)
    • Review Dynamics 365 use cases
    • Create and use reports, including workspaces
    • Explore options for exporting to Excel
    • Explore options for analyzing data with Power BI
    • Explore Microsoft Teams integration capabilities
    • Integrate Dynamics 365 with Microsoft Word and Excel
    • Explore options for managing documents by using SharePoint Online
    • Explore email integration capabilities
    • Lab: Navigate the finance and operations apps
    • Lab: Explore workspace and filtering
    • Knowledge check
    • Summary
  • Module 2: Identify project lifecycle management capabilities in Microsoft Dynamics 365 Project Operations
    • Introduction
    • Explore project-based services
    • Manage projects across industries
    • Analyze the project lifecycle (project phases)
    • Explore project sales capabilities
    • Explore project contract capabilities
    • Describe project pricing capabilities
    • Knowledge check
    • Summary
  • Module 3: Explore the project planning and execution capabilities of Microsoft Dynamics 365 Project Operations
    • Introduction
    • Create and manage work breakdown structures
    • Create and manage project forecasts and budgets
    • Explore the project invoicing capabilities
    • Explore project schedule management capabilities
    • Explore project cost tracking capabilities
    • Explore cash flow analysis
    • Review project costs
    • Explore utilization analysis
    • Review project statements
    • Knowledge check
    • Summary

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