Microsoft Dynamics 365 Fundamentals (ERP): Explore Dynamics 365 Project Operations

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Free Online Course: Microsoft Dynamics 365 Fundamentals (ERP): Explore Dynamics 365 Project Operations provided by Microsoft Learn is a comprehensive online course, which lasts for 2-3 hours worth of material. The course is taught in English and is free of charge.

Overview
    • Module 1: Get introduced to the finance and operations apps
    • After completing this module, you will be able to:

      • Describe built-in reporting capabilities.
      • Describe options for exporting data to other Microsoft products.
      • Describe options for analyzing data.
      • Describe use cases for and integration capabilities with other Microsoft products.
      • Describe options for managing documents.
    • Module 2: Identify project lifecycle management capabilities in Microsoft Dynamics 365 Project Operations
    • After completing this module, you will be able to:

      • Describe the project lifecycle including project invoicing and revenue recognition.
      • Describe project-based services.
      • Describe project sales capabilities.
      • Describe project contract capabilities.
      • Describe project pricing capabilities.
    • Module 3: Explore the project planning and execution capabilities of Microsoft Dynamics 365 Project Operations
    • After completing this module, you will be able to:

      • Identify project features including contracts, stages, team assignments, and fixed price versus time and material estimates versus retainer contracts.
      • Describe project team management capabilities including allocation methods, resource scheduling, and skills.
      • Describe project schedule management capabilities including tasks, subtasks, assignments, and project plan management.
      • Describe project cost tracking capabilities including time and expense costs.

Syllabus
    • Module 1: Get introduced to the finance and operations apps
      • Introduction
      • Discover enterprise resource planning (ERP)
      • Review Dynamics 365 use cases
      • Create and use reports, including workspaces
      • Explore options for exporting to Excel
      • Explore options for analyzing data with Power BI
      • Explore Microsoft Teams integration capabilities
      • Integrate Dynamics 365 with Microsoft Word and Excel
      • Explore options for managing documents by using SharePoint Online
      • Explore email integration capabilities
      • Lab: Navigate the finance and operations apps
      • Lab: Explore workspace and filtering
      • Knowledge check
      • Summary
    • Module 2: Identify project lifecycle management capabilities in Microsoft Dynamics 365 Project Operations
      • Introduction
      • Explore project-based services
      • Manage projects across industries
      • Analyze the project lifecycle (project phases)
      • Explore project sales capabilities
      • Explore project contract capabilities
      • Describe project pricing capabilities
      • Knowledge check
      • Summary
    • Module 3: Explore the project planning and execution capabilities of Microsoft Dynamics 365 Project Operations
      • Introduction
      • Create and manage work breakdown structures
      • Create and manage project forecasts and budgets
      • Explore the project invoicing capabilities
      • Explore project schedule management capabilities
      • Explore project cost tracking capabilities
      • Explore cash flow analysis
      • Review project costs
      • Explore utilization analysis
      • Review project statements
      • Knowledge check
      • Summary