Get started with project management in Dynamics 365 Project Operations

Intermediate
Business User
Functional Consultant
Dynamics 365
Project Operations
Finance and Operations
Finance

The project management tools in Dynamics 365 Project Operations help you to run projects. The scheduling tools help project managers and teams stay productive.

Learning objectives

In this module, you will:

  • Learn about project stages and project calendars.
  • Create a project plan.
  • Estimate a project.
  • Request project resources.
  • Review resources.
  • Update a project.
  • Track a project’s progress.
  • Approve time and expenses.

Prerequisites

  • Basic understanding of the project management processes
  • General knowledge of basic navigation within Microsoft Dynamics 365
  • Knowledge of how Dynamics 365 apps are used
  • Basic knowledge of Microsoft Dynamics 365 Project Operations