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Bring automation in your project execution and enable everyone working on the project to get real-time updates related to project planning, organizing, and execution to ensure productive flow.
Implement a strategic approach wherein involve the right people in the right project or task, maximize your resource utilization, and drive efficient results while ensuring on-time completion and delivery.
Accelerate your financial operations and bring seamless flow from project costing, budgeting, invoicing, revenue recognition to compliance management, and more with improved financial visibility.
Microsoft Dynamics 365 Project Operations is designed to connect sales, optimize resources, manage projects, and simplify finances using a single unified application that helps to close deals faster and accelerate project delivery while maximizing the revenue outcomes.
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.
Dynamics 365 Project Operations is designed to fulfill a particular purpose. It comprises its sufficient capabilities to streamline and simplify project management. However, you can integrate your Project Operations not just with Business Central even with Microsoft's other products too.
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.