#21 - D365 Project Operations Advent Calendar: My Golden Rules to Customize Project Operations

Dynamics 365 Project Operations

Key points discussed in the article include the importance of not interfering with Project Operations processes and the necessity of understanding the data model and business processes of the product.
Tables such as Resource Assignments, Work Hours, Journal Lines, and Transaction Connections/Transaction Origins play vital roles in Project Operations customization.
Creating useful forms and views in Project Operations is crucial to make relevant information visible to end users and improve user experience.
The article highlights the need to be aware of Project for the Web boundaries and the restricted tables that must be updated through Microsoft's Schedule API.
There are limitations per Project Task, such as the maximum checklist items per Task, hierarchy levels, dependencies, and resources per Task.
Configuring environment parameters in advance is emphasized as a necessary step before utilizing Microsoft Dynamics 365 Project Operations effectively.
Setting up master data and configuring the Parameter record should be the first step in implementing Project Operations to align with customer requirements.
The article also reflects on past experiences at eXtreme365 in 2018 and the evolution of Microsoft's investment in improving form designs and user experience in Project Operations.

Registered users can view the full text for FREE!