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Determine your deployment type

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Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing

Important

After you purchase the license, start here to determine the best deployment model of Dynamics 365 Project Operations using the Guided installation flow. After you have finished the Guided installation flow, you will be directed to the correct management portal to complete your installation. See the deployment details to complete the installation.

Existing customers of Dynamics using Dynamics 365 Project Service Automation

Project Operations includes the capabilities that shipped with Project Service Automation. An upgrade path will be released for these customers in the 2021 release wave 1.

Existing customers of Dynamics 365 Finance using Project management and accounting

Existing customers of Finance who use the Project management and accounting functionality can continue to use it as is. See Project Operations for stocked/production order scenarios.

Deployment regions

To determine which regions support Project Operations deployment, see Geographical availability for Dynamics 365 and Power Platform report. Select View Report, and expand Dynamics 365 > Operations Apps > Dynamics 365 Project Operations to view the supported regions.

Deployment types

Project Operations supports multiple deployment options to match your requirements. Whether you're a new or existing Dynamics 365 customer, Project Operations can support your needs.

Our Deployment questionnaire will help you determine the right deployment. The results will guide you toward one of the following deployment types:

Project Operations support stocked/production order scenarios and non-stocked/resource-based scenarios on the same environment through legal entity-level configurations. For example, Contoso can use the stocked/production order capabilities in their US manufacturing facility (Legal entity = Contoso Manufacturing United States). Contoso can use the non-stocked/resource-based capabilities in their Contoso Robotics Arms servicing facility in UK (Legal entity = Contoso Robotics United Kingdom).

Lite deployment - deal to proforma invoicing

The lite deployment includes the following capabilities:

  • Sales process for projects that extends Dynamics 365 Sales application experiences
  • Project planning using Microsoft Project for the Web
  • Multi-dimensional pricing
  • Unified resource management
  • Time tracking
  • Basic expense
  • Material usage
  • Project Budgeting and Time-Phased forecasting
  • Subcontracting
  • Proforma invoicing for Project manager's review and edits

Deployment steps

Determine the best deployment model of Project Operations using the Deployment questionnaire.

For this deployment, see Sign-up for preview subscriptions and Provision new environment.

Project Operations for resource/non-stocked scenarios

The Project Operations for resource/non-stocked scenarios includes the following capabilities:

  • Sales process for projects that extends the Dynamics 365 Sales application
  • Project planning using Microsoft Project for the Web
  • Multi-dimensional pricing
  • Unified resource management
  • Time tracking
  • Basic expense
  • Full expense with Receipt OCR
  • Material usage
  • Project Budgeting and Time-Phased forecasting
  • Subcontracting
  • Proforma and customer-facing invoicing
  • Revenue recognition for projects

Deployment steps

Determine the best deployment model of Project Operations using the Deployment questionnaire.

For this deployment, see Sign-up for preview subscriptions and Provision new environment.

Project Operations for stocked/production order scenarios

  • Project planning using WBS
  • Resource management
  • Time tracking
  • Full expense
  • Receipt OCR
  • Full invoicing
  • Revenue recognition
  • Production orders
  • Stocked materials support with inventory

Deployment steps

Determine the best deployment model of Project Operations using the Deployment questionnaire.

For this deployment, see Sign-up for preview subscriptions and Provision new environment.

Note

There isn't an out-of-box supported migration of data betweeen deployments types. If you would like to move data from one deployment type to another, this will require the creation of custom scripts, custom mapping of concepts, and potentially manual intervention to boot strap data to move it to the desired deployment type.