Automate & Simplify Your Project Operations with Agility and Transparency with Dynamics 365 Project Operations.
Bring a smoother flow across your project operation practices from sales, resource optimization to project automation, and streamline the delivery part by upgrading your system functionality with Dynamics 365 Project Operations. Enterprises can seamlessly drive team collaboration, roll out a strategic approach in their operations, and can accelerate their project delivery within the desired budget.
Speed up your process flow by leveraging built-in functionalities of Dynamics 365 Project Service Automation including Kanban boards, Gantt charts, and many more.
We offer a full range of services to support you on your Dynamics journey including implementation, upgrade and support.
When it comes to installing project operations in Dynamics 365, multiple deployment options come ahead. You can either install Project Operations:
In the case of a new CDS environment, you need to have access to Global or Power Platform Administrator with licensing of Project Operations. Now, create a new CDS environment using the Power Platform admin center. The next step is to select Microsoft Dynamics 365 Project Operations going through:
Dynamics 365 Apps-> Microsoft Dynamics 365 Project Operations
In the case of an existing CDS environment, you are required to have access to Global or Power Platform Administrator with Project Operations licensing. Now, all you need to locate the environment by going through the Power Platform admin center. Here, you can install project operations.
Here is the navigation:
Manage Dynamics 365 Apps-> Microsoft Dynamics 365 Project Operations.
In Microsoft Dynamics 365, each category works under the category group. Hence, you need to define the group categories first. Thereafter, you can create project categories under the specific group. Now, let’s understand how to create a group category first.
To Create Group Category, navigate through:
Project Management and Accounting-> Setup -> Categories -> Category Groups
After reaching to Category Group, navigate through clicking ‘New’, then ‘Category group’ field, and then select & enter an identifier for the category group.
To Create a project category, navigate through:
‘Project Management and Accounting-> Setup -> Categories -> Project Categories
Now, click ‘New’ once you reach Project Categories.
The last step is to select the identifier of the project category.