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Dynamics 365 Project Operations Lite

Duration: 1.5 days

Delivered as: 3 x 4 hour sessions or 1 x 8.5-hour day + 1 x 4 hour session

Summary

This instructor-led course provides a key step for Microsoft Dynamics 365 administrators and customizers whose organization will be leveraging Dynamics 365 Project Operations (Lite deployment) to plan and deliver billable projects. In this course, you will get a jump start to your project implementation with a deep dive of the setup, configuration, and management of projects, resources, expenses, and much more. Learn these concepts through lecture, hands-on-labs, and real-world scenarios.

Participants

This course is designed to support individuals who will be administrating, configuring, customizing or maintaining the Dataverse and model-driven app components of Microsoft Dynamics 365 Project Operations. It does not include any Project Operations components from Finance and Operations or Lifecycle Services.

Topics Covered
  • Project Operations Overview
  • Project Operations Configuration
  • Sales Capabilities
  • Resource Configuration
  • Project Management
  • Resource Management
  • Work Management
  • Project Accounting (Lite Deployment)
  • Reporting and Analytics

Required Prerequisites

Participants are highly advised to be comfortable and confident with the following skills and concepts for a successful learning experience:

  • Boot Camp 100 – Introduction to Model-driven Apps or equivalent experience/skills

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Dynamics 365 Sales
  • Boot Camp 200 – Dataverse Administration and Security
  • Boot Camp 300 – Dataverse System Customizer

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More