Get started with subcontracting in Dynamics 365 Project Operations

Intermediate
Administrator
Business User
Functional Consultant
Dynamics 365
Project Operations
Finance

Subcontracting is the ability to use other organizations' materials, workers, or services for your own company's project. In this module, you'll learn about the process for subcontracting that most organizations use and how to set up this functionality within Dynamics 365 Project Operations.

Learning objectives

In this module, you'll:

  • Review the process of subcontracting in Dynamics 365 Project Operations.
  • Learn about the steps of subcontracting in Project Operations.
  • Discover key concepts of subcontracting in Project Operations.
  • Review how to manage vendors and project lists in Project Operations.
  • Set up and create subcontract orders and lines in Project Operations.
  • Review how to book resources by using subcontracting in Project Operations.

Prerequisites

  • Knowledge of Dynamics 365 Project Operations
  • Knowledge of finance and operations apps
  • Knowledge of project management concepts
  • Existing Dynamics 365 Project Operations and Dynamics 365 Finance and Operations environments (Lite and/or Non-stocked scenarios)