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Dynamics 365 Project Operations

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Jun 20, 2024

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  • Project Operations is a Dynamics 365 Business Application with out-of-the-box integration with Dynamics 365 Finance.
  • The BYOS (Bring your own Scheduling) feature allows for custom scheduling integration in Project Operations.
  • Integration for Sales involves linking Project Operations with existing Sales processes, focusing on Project Contracts.
  • Invoicing and Accounting integration options include creating pro forma invoices and pushing Actuals data to target environments.
  • Historical data integration to Project Operations involves migrating Actuals and Time Entries/Expenses from previous systems.
  • It is recommended to aggregate Actuals on a Monthly and optional Project Team Member level for historical data migration.
  • Time Entries may not always be the most practical option for historical data migration due to limitations and approval processes.
  • Establishing a solid data model and foundation is crucial for successful integration and data quality in Project Operations.

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