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This article explains how to subscribe to the trial offer and deploy Dynamics 365 Project Operations lite deployment - deal to proforma invoicing.
Note
This process will change in upcoming releases of Project Operations.
Important
Only one person, the tenant administrator, in an organization needs to perform this task. If you aren't the subscriber to this release, wait until your organization has been signed up and you've received your user credentials.
Trials are single use in the tenant. You can only run a trial one time. We recommend that you create a new tenant for the purpose of the trial.
Before you begin, make sure you are logged in to a browser with the user work account in the tenant where you want the Project Operations preview.
You'll see the confirmation offer was successfully redeemed.
Important
You will need administrative access to your organization's Microsoft 365 Portal to complete the following steps.
Set up demo data by following instructions in the article, Apply demo setup and configuration data.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Learning path
Set up and use features with lite deployment in Dynamics 365 Project Operations - Training
Dynamics 365 Project Operations allows you to create a vendor invoice for a lite deployment in Project Operations. Customers can choose to use the full subcontracting experiences or not. Additionally, proforma invoices can be useful when editing existing invoices in the Project Operations environment. You are able to post these invoices and make corrections to improve your project management processes.
Certification
Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate - Certifications
Implement and extend finance and operation apps in Microsoft Dynamics 365.