Description

Introduction
This training provides a comprehensive understanding of project management using Microsoft Dynamics 365, covering project planning, execution, financial control, and performance analysis. Participants will learn how to manage end-to-end project lifecycles efficiently using D365 Project Operations and related modules.

Prerequisites
Basic understanding of project management concepts
Familiarity with Microsoft Dynamics 365 or ERP/CRM systems
Basic knowledge of finance, resource management, or operations is beneficial
General proficiency with business applications and reporting tools

Table of Contents

1. Overview of Dynamics 365 Project Management
1.1 Introduction to Dynamics 365 Project Operations
1.2 Project-driven business scenarios
1.3 Key components and architecture
1.4 Integration with Finance, Sales, and HR

2. Project Setup and Configuration
2.1 Project types and lifecycle stages
2.2 Project categories and parameters
2.3 Organizational units and legal entities
2.4 Security roles and user access

3. Project Planning and Scheduling
3.1 Work breakdown structures (WBS)
3.2 Task dependencies and milestones
3.3 Project calendars and scheduling methods
3.4 Estimation techniques and baselines

4. Resource Management
4.1 Resource types and skills management
4.2 Resource allocation and assignment
4.3 Capacity planning and utilization
4.4 Time and expense tracking

5. Project Financial Management
5.1 Budgeting and forecasting
5.2 Cost control and revenue recognition
5.3 Expense and cost transactions
5.4 Invoicing and billing methods

6. Project Execution and Monitoring
6.1 Project status tracking
6.2 Managing changes and risks
6.3 Issue management and approvals
6.4 Collaboration using D365 and Microsoft tools

7. Reporting and Analytics
7.1 Standard project reports
7.2 Power BI integration for project insights
7.3 KPI tracking and performance analysis
7.4 Project audits and compliance

8. Advanced Project Management Features
8.1 Agile and hybrid project management
8.2 Multi-project and portfolio management
8.3 Integration with Azure DevOps
8.4 Automation using Power Platform

9. Best Practices and Real-World Use Cases
9.1 Industry-specific project scenarios
9.2 Optimization strategies
9.3 Common challenges and solutions
9.4 Implementation and adoption tips

This training equips learners with the skills to manage projects effectively using Dynamics 365, from initial planning to financial closure. By mastering both foundational and advanced features, participants can drive project success, improve visibility, and enhance organizational performance.