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Dynamics 365 TechTalk: Project Operations

Project Management, Time Entry, and Collaborative Features

Introduction

  • Welcome to the Dynamics 365 TechTalk
  • Topic: Dynamics 365 Project Operations
  • Presenter: Tim (Moderator)
  • Broadcasted via Teams, Live events
  • Recording available on TechTalks community

Dynamics 365 Implementation Guide

  • Download the AKA MSD 365 implementation guide
  • Contains valuable insights for successful implementations
  • Focus on project management and execution
  • Details about deployment, data migration, licensing, and more

Project Contracts and Project Setup

  • Create project contracts in Dynamics 365
  • Capture contract details and billing arrangements
  • Specify contract customers and project price lists
  • Define chargeable components and contracting models

Project Management and Task Setup

  • Configure project tasks and task hierarchies
  • Set up milestones and task billing
  • Define chargeable roles and categories
  • Track project stages and progress

Integration with Microsoft Teams

  • Enable collaboration through Microsoft Teams
  • Chat and collaborate on project-specific channels
  • Access project details directly within Teams
  • Integrate Dynamics 365 Project Operations as a Teams app

Time Entry and Approval Workflow

  • Submitting and approving time entries
  • Different approval workflows for project-specific and non-project time
  • Recalling and editing submitted timesheets
  • Tracking time entry statuses and progress

Conclusion

  • Summary of key topics covered
  • Importance of Dynamics 365 Project Operations
  • Resources for further learning and support
  • Thank you for attending!

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