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Dynamics 365 Project Operations

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Jul 4, 2024

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  • Dynamics 365 Project Operations aims to manage project-based activities within an organization by integrating various processes into a single application.
  • The deployment types for Project Operations range from Lite Deployment (CE-only) to Deployment for Stocked/Production-Based Scenarios.
  • Lite Deployment is suitable for resource-based projects integrated with existing ERP solutions, providing streamlined functionalities up to project billing.
  • Resource/Non-Stocked Deployment allows for managing projects without stocked items, including project planning, resource management, time entry, expense management, and invoicing.
  • Stocked/Production Orders Deployment covers similar areas as Resource/Non-Stocked Deployment but includes aspects specific to managing stocked materials and production orders.
  • Considerations for deployment include user experience, PMA-only features, and generic ISV and extension dependencies.
  • A deployment type questionnaire by Microsoft can help in determining the best approach for Dynamics 365 Project Operations implementation.
  • The article hints at upcoming content discussing the functionality of Project Operations and its integration with Dynamics 365 and the Power Platform.

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