Set up pricing dimensions in Dynamics 365 Project Operations

Intermediate
Business User
Functional Consultant
Project Operations
Dynamics 365
Finance

In Dynamics 365 Project Operations, you can customize configurable pricing dimensions to best suit your organization's needs. This tool is useful because the pricing dimensions that you set up affect how your organization determines price/cost for each resource.

Learning objectives

In this module, you'll:

  • Learn how to set up custom pricing dimensions.
  • Create a solution for custom pricing dimensions.
  • Use a bookable resource, Transaction Category, and custom fields as pricing dimensions.
  • Set up a bookable resource with multiple roles on a project.
  • Create custom fields and entities as pricing dimensions.
  • Add custom fields to price setup and transactional entities.
  • Update plug-in attributes to include new pricing dimensions.
  • Turn off a pricing dimension.

Prerequisites

  • Access to Microsoft Dynamics 365 Project Operations
  • Basic knowledge of Microsoft Dynamics 365 Project Operations