- 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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