Dynamics 365 Project Operations documentation

Discover how to make the most of Dynamics 365 Project Operations with training, docs, and videos covering product capabilities and how-to articles. Learn how Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability.

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Welcome to Dynamics 365 Project Operations

What's new

What's new

Training

Training

Concept

Troubleshoot

Resource and non-stocked based scenarios

Guidance

• What's new
• Security Model
• Security and approvals

Try/Buy/Deploy

• Overview
• Sign up for Project Operations

Administer and develop

• Start a new Lifecycle Services project
• Set up and apply configuration data in the Common Data Service
• Use Project schedule APIs with Power Automate
• Use Project schedule APIs to perform operations with Scheduling entities

Use

• Project management and accounting overview
• Work breakdown structures
• Project management

Deal to proforma invoicing scenarios (Lite deployment)

Guidance

• Security Model
• Security and approvals
• What’s new

Try/Buy/Deploy

• Overview
• Preview subscription

Administer and develop

• Deploy Project Operations Lite
• Apply demo setup and configuration data

Use

• Sales process
• Set up price lists
• Project management
• Resource management

Stocked and production-based scenarios

Guidance

• What’s new
• Update Project Operations in your Finance environment

Try/Buy/Deploy

• Project Operations for stocked/production-based scenarios deployment overview

Administer and develop

• Project Service Automation overview
• Project Service Automation integration parameters

Use

• Project management and accounting
• Project resourcing
• Project forecasts and budgets

Related products

Dynamics 365 Finance

Finance and operations apps are enterprise resource planning (ERP) software as a service (SaaS) offerings.

Lifecycle Services

Lifecycle Services (LCS) for Microsoft Dynamics is a collaboration portal that provides an environment and a set of regularly updated services.

Microsoft Power Automate

Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.