AI Business Process
ERP Transformation with AI
Intermediate
Dynamics 365 Project OperationsOptimize project-centric businesses with AI and Dynamics 365
Ready to transform how your business runs projects? This course introduces Dynamics 365 Project Operations and AI-driven tools that help you stay ahead in fast-changing environments. From planning to payments, discover how to manage every phase with clarity, speed, and confidence-while boosting collaboration and profitability.
12 hours(Suggested: 3 days, 4h/day)TechnicalProject ReadyHands-on Labs
MS Course ID: 00651
Last Updated: Oct 14, 2025
Course Syllabus
1
Module 1: Dynamics 365 Project Operations - deployment and features
• Project to Profit
• Benefits of Project Operations
• Overview of Project Operations features
• Deployment types
• Project sales management
• Project management and Resource management
• Time tracking and Expense tracking
• Proforma invoicing
• Project accounting
60 mins
Lecture
2
Module 2: Project-centric sales management
• Price lists
• Project leads
• Project opportunities
• Project quotes
• Project contracts
60 mins
Lecture
3
Module 3: Increase productivity with better project management and delivery
• Project stages
• Project calendars
• Project plan - Work breakdown structure
• Request project resources
• Estimates
• Update a project
• Track the progress of a project
• Approve time and expenses
60 mins
Lecture
4
Interactive Simulated Lab Experience
• Create and Configure Dynamics 365 Project Operations Environment
• Managing Customer Accounts, Sales Quotes, and Project Contracts in Dynamics 365 Project Operations
• Create a new project and map it to a sales quote
60 mins
Lab
5
Module 4: Drive customer satisfaction by booking the right resources at the right time
• Bookings and assignments
• Booking statuses
• Resource administration
• Resource management modes
• Recommendations on best resources for projects
• Booking allocation methods
• Schedule assistant
• Book a resource directly
• Resource utilization
60 mins
Lecture
6
Module 5: Simplify processes with Work and invoice management
• Create and submit time entries
• Expense deployment models
• Basic expense entries
• Full expense deployment
• Manage the billing backlog
• Proforma invoicing
• Customer-facing invoices
• Create invoice schedule on a project contract line
• Boost project profitability with the Time and Expense Agent
60 mins
Lecture
7
Interactive Simulated Lab Experience
• Administer your resources
• Work with resources
• Time and expense scenarios
60 mins
Lab
8
Module 6: Implement efficient Project accounting
• Financial dimensions in Project Operations
• Project categories
• Configure accounting for internal projects
• Configure accounting for billable projects
• Define project cost and revenue profiles
• Project Operations Integration journal
• Revenue recognition
60 mins
Lecture
9
Module 7: Improve Project delivery and subcontracting
• Project management and phases
• Initiate projects and setup
• Implement the project
• Analyze the project
• Subcontracting process
• Key concepts in subcontracting
• Manage vendors and project price lists
• Subcontractors as bookable resources
• Header and line details for subcontracts
• Subcontract project team members
60 mins
Lecture
10
Module 8: Accelerate productivity with Copilot + Agents
• Turn on Copilot
• Task plans
• Risk assessment
• Project status report
• Chat experience
60 mins
Lecture
11
Interactive Simulated Lab Experience
• Create and update a time and material invoice
• Subcontracting in Project Operations
• Enhancing Project Operations with Microsoft Copilot
60 mins
Lab
What You'll Learn
Understand core concepts and best practices
Hands-on experience with real-world scenarios
Learn from certified Microsoft experts
Prepare for relevant certifications
Access to lab environments
Post-training support and resources
Course Details
- Duration
- 12 hours
- Level
- Intermediate
- Role
- Technical
- Course Type
- Project Ready
- Partner Segment
- SMB, Enterprise
- Course Stage
- Available
- Hands-on Labs
- Yes