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

3 hr 42 min
Learning Path
3 Modules

At a glance

Level

Intermediate
Product

Dynamics 365 Project Operations
Role

Functional Consultant Business User
Subject

Process and workflow Resource management Business reporting Finance and accounting

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

Start

Modules in this learning path

Get started with Dynamics 365 Project Operations

1 hr 53 min
Module
13 Units

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.

Start

Introduction 5 min
Benefits of Project Operations 5 min
Overview of Project Operations features 13 min
Deployment types 12 min
Project sales management 15 min
Project management 10 min
Resource management 10 min
Time tracking 5 min
Expense tracking 5 min
Proforma invoicing 10 min
Project accounting 15 min
Check your knowledge 6 min
Summary 2 min

Create a vendor invoice for lite deployment in Dynamics 365 Project Operations

47 min
Module
11 Units

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.

Proforma invoicing and corrections in Dynamics 365 Project Operations

1 hr 2 min
Module
10 Units

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.