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Project Operations for resource/non-stocked based scenarios deployment overview

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Applies To: Project Operations for resource/non-stocked based scenarios

The deployment type, Dynamics 365 Project Operations for resource/non-stocked based scenarios has the following capabilities for project-based companies:

  • Project planning using Microsoft Project for the Web
  • Multi-dimensional pricing and costing for labor resources
  • Category-based pricing for expense categories
  • Project-based sales management using Dynamics 365 Sales capabilities
  • Universal resource scheduling that integrates with other applications such as Dynamics 365 Field Service and Dynamics 365 Customer Service
  • Project progress and Time Tracking
  • Basic and full Expense management experiences for project and non-project expenses including receipt capture using OCR capabilities
  • Invoicing that extends from proforma to customer-facing and is backed by an enterprise-class sales tax and date-effective exchange rate system.
  • Configurable project cost, revenue profiles, and rules for work in progress (WIP) accounting and accruals
  • Project revenue recognition
  • Extensibility through the Power Platform

This deployment type provides an extension to the functionality provided by Dynamics 365 Finance and Dynamics 365 Supply Chain Management applications.

This deployment should be chosen the expectation of Project Operations is to use the full project lifecycle that includes the following requirements:

  • Ability to manage project-based sales with other types of sales using the capabilities in the Sales application.
  • An integrated project management system that manages internal and billable projects for schedules and financials from project sales to accounting.
  • An expense management system that includes policy enforcements and reimbursements for tracking project and non-project expenses.
  • Require a rich, enterprise-class sales tax and exchange rate engine to generate customer-facing invoices for projects.
  • An International Financial Reporting Standards(IFRS)-compliant project accounting and revenue recognition system.
  • Finance or Supply Chain Management applications and integration of project-based transactions.