Project Operations for stocked or production-based scenarios

Completed

Select the Project Operations for stocked or production-based scenario if you have already deployed and are using finance and operations apps, Microsoft Dynamics 365 Supply Chain Management, and manufacturing features.

The stocked or production-based scenario is used for architecture, engineering, consulting companies, and for project-based manufacturing.

With the stocked or production-based scenario for Project Operations, you get the following capabilities:

  • An extensive project management system that manages inventoried items and job or production order costing for internal and billable projects for schedules and financials.

  • A fully functional expense management system that includes policy enforcements and reimbursements for tracking project and non-project expenses.

  • An International Financial Reporting Standards (IFRS)-compliant project accounting and revenue recognition system.

The process to deploy Project Operations for a stocked or production-based scenario is as follows:

  1. Redeem software subscriptions

    • Project Operations (CRM)
    • Office 365 Project Operations
    • Assign licenses to users
  2. Post deployment actions

    • Establish a dual-write connection.
    • Update security settings on the Project Operations environment.
    • Configure and run dual-write table maps.
    • Import configuration and demo data (optional).