Exercise - Import and update Project Operations configuration data
In this exercise, you'll import and update your Project Operations environment by using the Configuration Migration tool (CMT). You'll then update Project Operations configuration settings and create/configure demo users.
Import configuration and demo data
In this task, you import Project Operations configuration and demo data into the Dataverse environment by using the CMT tool.
Open a new tab in your web browser, copy the following link into the web address box, and then press the Enter key.
In the lower part of the screen, select the arrow and then select Show in folder.
Right-click the .zip file and then select Extract All...
In the Extract Compressed (Zipped) Folders dialog box, clear the Show extracted files when complete check box and then select Extract.
In the new File Explorer window, go to the ProjOpsSampleSetupData- Integrated CMT folder and double-click the DataMigrationUtility.exe file.
In the Configuration Migration window, select Import data and then select Continue.
In the Login window, select Office 365, ensure that the Show Advanced check box is selected, complete the security form, and then select Login.
In the Zip File box, select the ellipsis (...), select the SampleSetupAndConfigData.zip file, and then select Open.
In the Configuration Migration window, select Import Data.
The import process should take approximately three minutes to complete.
When the import is complete, select Exit and then close the Configuration Migration window.
Note
If you receive a warning (shown in the following section), it might be that a record is already created.
Update Project Operations configuration settings
In this task, you create and configure a new Dynamics 365 user account based on your Microsoft 365 user account. Then, you create a calendar template that is used as the default template and then configure Contoso Robotics Global to be the default organizational unit.
Switch to the Project Operations webpage and then, in the navigation menu, under the Projects section, select Resources. On the menu bar, select New.
On the New Bookable Resource page, complete the following settings and then select the Scheduling tab.
Setting Perform the following actions User Enter Admin Account Time Zone You must select (GMT-08:00) Pacific Time (US & Canada) because the demo data is based on this time zone From the Scheduling tab, in the Company box, select USPM. In the Organizational Unit box, select Contoso Robotics US and then select Save.
Note
If you receive the error "Bookable resource company currency doesn't match the organizational unit currently. Pick different company or organizational unit for bookable resource to continue," it means that you missed steps in enabling Dual-write map for the accountingcurrency field. Review the Ledger (msdyn_ledgers) table map in the Run Prerequisites task in Exercise - Configure and run dual-write table maps in this module.
Select the Work Hours tab and then select the first Working calendar entry. Then select Edit and then select This and all following events.
On the Working hours pane, complete the following settings and then select Save.
Setting Perform the following actions Time Change the start time to 9:00 AM and the end time to 5:00 PM Working Days Clear Sunday and Saturday Time Zone Select (GMT-08:00) Pacific Time (US & Canada) From the Work Hours tab, on the calendar menu, select New > Non-working.
In the Non-working hours pane, turn on All Day, select the calendar icon, select January 1, 2021, and then select Save.
Repeat steps 6-7 using the remaining US statutory holidays that are listed in the following table.
Date Holiday January 18, 2021 Martin Luther King Jr. Day May 31, 2021 Memorial Day July 5, 2021 Independence Day (observed) September 6, 2021 Labor Day November 11, 2021 Veterans Day November 25, 2021 Thanksgiving Day December 24, 2021 Christmas Day (observed) When you're finished, select Save & Close.
Select the Change Area, and then select Settings > Calendar Templates > New.
On the New Work template page, complete the following settings and then select Save.
Setting Perform the following actions Name Type 9-5 for PST Template Description Type Template for users working 9 AM to 5 PM in Pacific Time Zone Template Resource Select your Admin Account In the navigation menu, select Parameters, select the Default Organizational Unit, and then select Edit.
On the Project Parameter page, complete the following settings and then select Save & Close.
Setting Perform the following actions Default Organizational Unit Select Contoso Robotics US Invoice Frequency Select 7th and Last Day Work hour template Select 9-5 for PST Template
Add Microsoft 365 users to the Dataverse environment
In this task, you reconfigure your Dataverse environment to use the Microsoft 365 security group that was created in the previous task.
Open a new tab in your web browser, copy the following link in the web address box, and then press Enter: https://admin.powerplatform.microsoft.com/environments.
On the Environments page, select ProjOps-Environment.
On the ProjOps-Environment page, on the menu bar, select Settings.
On the Settings page, select Users + permissions > Users.
On the Users page, on the menu bar, select + Add user.
On the Add user pane, in the Enter a name or email address box, type Brooke Gray and then select Add.
On the Assign a security role dialog box, select Not now.
Repeat steps 5-7 for the following users:
Connie Miller
Jacob Hancock
Jessica Liu
Mario Rogers
Molly Clark
Peter McLean
Sanjay Shah
Sara Perez
Spencer Low
Veronica Quek
When you have added Veronica Quek, select ProjOps-Environment from the navigation bar.
On the ProjOps-Environment page, on the menu bar, select Open environment.
A new tab opens on the Dynamics 365 Project Operations page.
Add Dynamics 365 security roles to users
In this task, you add security roles to the Dynamics 365 users based on their position.
On the Project Operations page, select Settings (gear icon) and then select Advanced Settings, which opens a new web browser tab.
On the Settings > Business Management page, select the arrow next to Settings. Under System, select Security.
On the Security page, select Users.
On the Enabled Users page, select the check boxes of all newly created users. On the menu bar, select Manage Roles.
On the Manage User Roles dialog box, select the following user roles and then select OK.
Project Approver
Project Billing Administrator
Project Common
Project Manager
Project Operations Dual-Write Systems
Project Operations System
Project Owner
Project Resource
Project System
Project Team Member
Project User
Resource Manager
Sales Manager
Salesperson
System Administrator
Time Entry User
Note
These user roles have been selected only to facilitate the exercise. [This section isn't a best practice.]
Assign managers to users
In this task, you assign Admin Account as a manager for Jacob Hancock and Sara Perez.
On the Enabled Users page, select Jacob Hancock and Sara Perez , and then on the menu bar, select Change Manager.
On the Change Manager dialog box, in the New manager box, enter Admin Account, select the search icon, select Admin Account, and then select OK.
In the upper-left corner next to Dynamics 365, select the apps menu and then select Project Operations.