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- 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.
