- 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 how to create a vendor invoice for a lite deployment.
In this module, you will:
- Learn how to create vendor invoices in Project Operations.
- Learn how to cancel invoices for projects in Project Operations.
- Learn what states invoices have.
- Module 3: Learn about using proforma invoices to make corrections in Dynamics 365 Project Operations.
In this module, you will:
- Learn how to post proforma invoices in Project Operations.
- Learn how to correct invoices for projects in Project Operations.
- Create corrective project invoices.
- Set up project invoice automation.
Set up and use features with lite deployment in Dynamics 365 Project Operations
Overview
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: Create a vendor invoice for lite deployment in Dynamics 365 Project Operations
- Introduction
- Vendor invoicing concept and creation
- Header details for vendor invoices
- Vendor invoice lines for time
- Vendor invoice lines for products
- Vendor invoice lines for milestones
- Vendor invoice lines for expense categories
- Cancel a project vendor invoice
- State transitions on a vendor invoice
- Check your knowledge
- Summary
- Module 3: Module 3: Proforma invoicing and corrections in Dynamics 365 Project Operations
- Introduction
- Manage the project billing backlog
- Manage the not-to-exceed status and validations
- Proforma project invoices
- Manage a proforma project-based invoice
- Invoice a retainer or an advance
- Confirm a proforma project-based invoice
- Set up project invoice automation
- Check your knowledge
- Summary
Tags
Related Courses
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Get started with the features in Dynamics 365 Project Operations
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Set up and use features for resource/non-stocked based scenarios in Dynamics 365 Project Operations
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Deploy Dynamics 365 Project Operations
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Work with Expense management in Dynamics 365 Project Operations
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Post sales and purchase invoices in Microsoft Dynamics 365 Business Central
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Work with accounts payable in Dynamics 365 Finance
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