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!