Dynamics 365 Project Operations documentation

Discover how to make the most of Dynamics 365 Project Operations with training, docs, and videos covering product capabilities and how-to articles. Learn how Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability.

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Welcome to Dynamics 365 Project Operations

What's new

What's new

Training

Training

Concept

Troubleshoot

Project Operations Integrated with ERP

Guidance

• Security, compliance, and privacy
• Implementation guide
• Implementation tools and samples
• End-to-end business processes

Try/Buy/Deploy

• Overview
• Sign up for Project Operations

Administer and develop

• Start a new Lifecycle Services project
• Set up and apply configuration data in the Common Data Service
• Use Project schedule APIs with Power Automate
• Use Project schedule APIs to perform operations with Scheduling entities
• Respond to Data Subject Rights (DSR) requests

Use

• Project management and accounting overview
• Work breakdown structures
• Project management

Core deployment - deal to proforma invoicing

Guidance

• Security, compliance, and privacy
• Implementation guide
• Implementation tools and samples
• End-to-end business processes

Try/Buy/Deploy

• Overview
• Preview subscription

Administer and develop

• Deploy Project Operations Core deployment - deal to proforma invoicing
• Apply demo setup and configuration data
• Respond to Data Subject Rights (DSR) requests

Use

• Sales process
• Set up price lists
• Project management
• Resource management

Project Operations for manufacturing

Guidance

• Security, compliance, and privacy
• Implementation guide
• Implementation tools and samples
• End-to-end business processes

Try/Buy/Deploy

• Project Operations for manufacturing scenarios deployment overview

Administer and develop

• Project Service Automation overview
• Project Service Automation integration parameters
• Respond to Data Subject Rights (DSR) requests

Use

• Project management and accounting
• Project resourcing
• Project forecasts and budgets

Related products

Dynamics 365 Finance

Finance and operations apps are enterprise resource planning (ERP) software as a service (SaaS) offerings.

Lifecycle Services

Lifecycle Services (LCS) for Microsoft Dynamics is a collaboration portal that provides an environment and a set of regularly updated services.

Microsoft Power Automate

Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.