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Microsoft

Set up and use features for resource/non-stocked based scenarios in Dynamics 365 Project Operations

Microsoft via Microsoft Learn

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Overview

  • 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 where to get started with subcontracting in Dynamics 365 Project Operations.

    In this module, you'll:

    • Review the process of subcontracting in Dynamics 365 Project Operations.
    • Learn about the steps of subcontracting in Project Operations.
    • Discover key concepts of subcontracting in Project Operations.
    • Review how to manage vendors and project lists in Project Operations.
    • Set up and create subcontract orders and lines in Project Operations.
    • Review how to book resources by using subcontracting in Project Operations.
  • Module 3: Learn about managing estimation and sales process.

    In this module, you will:

    • Learn how to manage project quotes in finance and operations apps.
    • Learn how to manage multiple customers.
    • Learn how to create, update, or delete a quote customer record.
  • Module 4: Learn about cost and sales prices.

    In this module, you will:

    • Learn how to set up price lists.
    • Learn how to set up labor bill rates.
    • Learn how to set up labor cost rates.
    • Learn how to set up cost and sales rates for materials.
  • Module 5: Learn to set up custom pricing dimensions and bookable resources in Dynamics 365 Project Operations.

    In this module, you'll:

    • Learn how to set up custom pricing dimensions.
    • Create a solution for custom pricing dimensions.
    • Use a bookable resource, Transaction Category, and custom fields as pricing dimensions.
    • Set up a bookable resource with multiple roles on a project.
    • Create custom fields and entities as pricing dimensions.
    • Add custom fields to price setup and transactional entities.
    • Update plug-in attributes to include new pricing dimensions.
    • Turn off a pricing dimension.
  • Module 6: Learn about advanced project planning and task scheduling capabilities.

    In this module, you will:

    • Learn about scheduling modes.
    • Learn about external scheduling.
    • Learn how to create and edit work breakdown structures.
  • Module 7: Learn to work with subcontracts in Dynamics 365 Project Operations.

    In this module, you'll:

    • Learn about header details.
    • Learn about subcontract line fields.
    • Create a subcontract.
  • Module 8: This module describes how to create, edit, import, and recall time entries, and it explores the various customizations that you can apply.

    In this module, you will:

    • Learn about time entry in Dynamics 365 Project Operations.
    • Learn how to create, edit, import, and recall time entries.
  • Module 9: Learn about non-stocked materials and usage tracking.

    In this module, you will:

    • Learn how to record material usage.
    • Learn how to submit material usage for review and approval.
    • Recall and delete a material usage log.
  • Module 10: Learn to create vendor invoices for resource or non-stocked scenarios in Dynamics 365 Project Operations.

    In this module, you will:

    • Learn how to create a vendor invoice in finance and operations apps.
    • Learn how to confirm invoices for projects.
    • Learn how to verify invoices for projects.
  • Module 11: Learn to set up intercompany pricing and invoicing in Dynamics 365 Project Operations.

    In this module, you'll:

    • Learn how to set up intercompany pricing and invoicing.
    • Create intercompany transactions.
    • Create intercompany customer and vendor invoices.
  • Module 12: Learn about the revenue recognition process to gain awareness of project costs.

    In this module, you'll:

    • Discover the different types of billing methods.
    • Learn how to create and manage a revenue estimate.
    • Learn how to post and reverse WIP or accruals.

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: Get started with subcontracting in Dynamics 365 Project Operations
    • Introduction
    • Subcontracting process
    • Key concepts in subcontracting
    • Manage vendors and project price lists
    • Subcontractors as bookable resources
    • Header and line details for subcontracts
    • Subcontract project team members
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Managing estimation and sales process using Dynamics 365 Project Operations
    • Introduction
    • Manage project quotes
    • Unique concepts for project-based quotes
    • Header details for project-based quotes
    • Manage multiple customers on a project
    • Copy project quotes
    • Activate and revise a project quote
    • Close project quotes
    • Import project from Microsoft Project
    • Exercise - Split billing
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Set up cost and sales prices for time, expense, and materials in Dynamics 365 Project Operations
    • Introduction
    • Set up price lists
    • Set up labor bill rates
    • Set up labor cost rates
    • Set up cost and sales rates for expenses
    • Set up cost and sales rates for materials
    • Exercise - Set up cost and sales rates
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Set up pricing dimensions in Dynamics 365 Project Operations
    • Introduction
    • Pricing dimensions overview
    • Project Operations fields as pricing dimensions
    • Use a bookable resource as a pricing dimension
    • Use Transaction Category as a pricing dimension
    • Set up a bookable resource with multiple roles on a project
    • Create custom fields and entities as pricing dimensions
    • Add custom fields to price setup and transactional entities
    • Set up custom fields as pricing dimensions
    • Update plug-in attributes to include new pricing dimensions
    • Turn off a pricing dimension
    • Exercise
    • Check your knowledge
    • Summary
  • Module 6: Module 6: Advanced project planning and task scheduling capabilities in Dynamics 365 Project Operations
    • Introduction
    • Scheduling modes
    • External scheduling
    • Functional limitations
    • Check your knowledge
    • Summary
  • Module 7: Module 7: Work with subcontracts in Dynamics 365 Project Operations
    • Introduction
    • Overview of header and line details
    • Subcontract line milestones
    • Subcontract project team members
    • Check your knowledge
    • Summary
  • Module 8: Module 8: Time entries and modern approvals infrastructure in Dynamics 365 Project Operations
    • Introduction
    • Time entry overview
    • Create, edit, and recall time entries
    • Import a time entry
    • Visualizations and reporting for time entry
    • Exercise - Create a time entry record
    • Check your knowledge
    • Summary
  • Module 9: Module 9: Set up non-stocked materials and track usage on projects with Dynamics 365 Project Operations
    • Introduction
    • Material usage overview
    • Submit material usage for review and approval
    • Recall a material usage log
    • Delete a material usage log
    • Check your knowledge
    • Summary
  • Module 10: Module 10: Create vendor invoice for resource non-stocked deployment in Dynamics 365 Project Operations
    • Introduction
    • Create vendor invoicing
    • Verification of vendor invoices with approved actuals
    • Confirm project vendor invoices
    • Exercise
    • Check your knowledge
    • Summary
  • Module 11: Module 11: Set up intercompany pricing and invoicing in Dynamics 365 Project Operations
    • Introduction
    • Intercompany invoicing overview
    • Set up intercompany invoicing
    • Create intercompany transactions
    • Create intercompany customer and vendor invoices
    • Exercise
    • Check your knowledge
    • Summary
  • Module 12: Module 12: Revenue recognition in Dynamics 365 Project Operations
    • Introduction
    • Revenue recognition overview
    • Set up period types
    • Set up cost templates
    • Fixed price revenue estimate projects
    • Cost to complete methods
    • Manage revenue estimates
    • Check your knowledge
    • Summary

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