- 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.
Set up and use features for resource/non-stocked based scenarios 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: 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
Tags
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