Description

Introduction
This training delivers in-depth knowledge of Dynamics 365 Project Operations, focusing on effective project planning, seamless execution, and real-time tracking. Participants will gain practical skills to manage projects, resources, finances, and performance using D365 best practices.

Prerequisites
Basic understanding of project management concepts
Familiarity with Microsoft Dynamics 365 or ERP/CRM systems
Basic knowledge of finance, billing, or resource management
Comfort with business applications and reporting tools

Table of Contents

1. Introduction to D365 Project Operations
1.1 Overview of Project Operations architecture
1.2 Project-based business models
1.3 Core modules and capabilities
1.4 Integration with Finance, Sales, and Power Platform

2. Project Planning in D365
2.1 Project types and lifecycle management
2.2 Work Breakdown Structure (WBS) creation
2.3 Task scheduling, milestones, and dependencies
2.4 Cost, effort, and revenue estimation

3. Resource Planning and Assignment
3.1 Resource roles, skills, and competencies
3.2 Resource scheduling and allocation
3.3 Capacity planning and utilization analysis
3.4 Time and expense management

4. Project Execution Management
4.1 Project status updates and execution workflows
4.2 Managing tasks, deliverables, and approvals
4.3 Change requests and scope management
4.4 Risk and issue tracking

5. Financial Management for Projects
5.1 Project budgets and forecasts
5.2 Cost control and expense tracking
5.3 Revenue recognition and billing models
5.4 Customer invoicing and project accounting

6. Project Tracking and Monitoring
6.1 Tracking progress against plan
6.2 Actuals vs estimates analysis
6.3 Project health indicators and KPIs
6.4 Compliance and audit tracking

7. Reporting and Analytics
7.1 Standard D365 project reports
7.2 Power BI dashboards for project insights
7.3 Performance analysis and trend monitoring
7.4 Executive-level project reporting

8. Advanced Capabilities in Project Operations
8.1 Agile and hybrid project execution
8.2 Multi-project and portfolio management
8.3 Integration with Microsoft Teams and Azure DevOps
8.4 Automation with Power Automate and AI insights

9. Best Practices and Real-World Scenarios
9.1 Industry-specific project use cases
9.2 Optimization techniques for project success
9.3 Common implementation challenges
9.4 Adoption and governance strategies

This training enables professionals to confidently plan, execute, and track projects using D365 Project Operations. By mastering operational and financial controls, learners can improve project visibility, profitability, and delivery success.