Set up and use features with lite deployment in Dynamics 365 Project Operations

Intermediate
Functional Consultant
Business User
Dynamics 365
Project Operations

Dynamics 365 Project Operations allows you to create a vendor invoice for a lite deployment in Project Operations. Customers can choose to use the full subcontracting experiences or not. Additionally, proforma invoices can be useful when editing existing invoices in the Project Operations environment. You are able to post these invoices and make corrections to improve your project management processes.

Prerequisites

  • Basic understanding of Dynamics 365 Project Operations
  • Basic understanding of finance and operations apps
  • Basic knowledge of invoicing and project management

Modules in this learning path

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Microsoft Dynamics 365 Project Operations empowers business users to adapt to rapidly changing business environments. It provides businesses with everything they need to manage the life cycle of a project from project sales to invoicing and accounting for projects. It provides valuable analytics and insights on resource use, availability, gross margins, and tracking progress and spend on projects.

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Learn how to create a vendor invoice for lite deployment in Dynamics 365 Project Operations. Additionally, learn how customers can use the full subcontracting experiences or choose not to, and discover how you can cancel an invoice and what the state of the invoice means.

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Proforma invoices can be helpful when you're editing existing invoices in the Dynamics 365 Project Operations environment. In this module, you learn about how to post these invoices and make corrections to them to enhance your project management processes.