Get started with resource management in Dynamics 365 Project Operations
Resources are the most important assets of a service-based organization. The ability to find the right resources at the right time, book those resources on projects, and then keep them used helps the organization meet revenue targets and customer satisfaction goals.
Learning objectives
In this module, you will:
- Learn about bookings and assignments.
- Discover the various functions of the Resource reconciliation view.
- Use booking statuses to define your company’s unique business processes.
- Discover the available options to help you administer resources.
- Learn about the resource management modes.
- Explore the different booking allocation methods that you can use.
- Learn how to use the schedule assistant to book resources.
- Learn how you can directly book a resource.
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
- Basic knowledge of project management in Dynamics 365 Project Operations