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D365 Project Operations Fundamentals

Learn to manage project lifecycle and resource utilization using Dynamics 365 Project Operations.

2 days Fondamental Online Live, Classroom, Blended, In-Company, Private 1-to-1 English, French
On Request

Course Guaranteed to Run

Course guaranteed to run. If only one participant registers, the course is converted into private flexible 1-to-1 training and consulting.

Why This Course Matters

The Business Problem We Solve

Organizations often struggle with fragmented project management tools, leading to challenges in visibility and control over project lifecycles, resource allocation, and billing processes. Microsoft Dynamics 365 Project Operations unifies these processes within a single platform, allowing project managers to efficiently oversee project delivery while ensuring profitability. This course equips participants with the skills to leverage D365 for optimal project management and resource utilization.

Target Audience

Project managers PMO leaders Resource managers Professional services directors Functional consultants deploying D365 Project Operations

Who Should Attend

Project managers
PMO leaders
Resource managers
Professional services directors
Functional consultants deploying D365 Project Operations

What You Will Be Able to Do

  • Identify the D365 Project Operations data model including project contracts
  • Configure project contracts with fixed-price and time-and-material billing methods
  • Manage the project work breakdown structure (WBS)
  • Analyse resource demand versus capacity using detailed reports
  • Implement time entry and expense management workflows
  • Optimise project billing and evaluate project profitability

Programme

Practical Exercises & Labs

  • Configure a project contract from scratch.
  • Build a project work breakdown structure.
  • Simulate resource allocation for a project.
  • Conduct a project profitability analysis from start to finish.

Practical Deliverables

D365 Project Operations Configuration Checklist
Project Management Framework Document
Resource Utilization Report Template

Teaching Methods

Theory & Demonstration
Guided Hands-On Labs
Case Studies
Group Discussion

Certification & Exam Alignment

Certification alignment: This course prepares participants for the MB-335 examination: Microsoft Dynamics 365 Supply Chain Management Functional Consultant, particularly in the Project Operations functional domain.

Participants who complete the course will receive guidance on the MB-335 exam preparation, however, the exam is administered separately at Pearson VUE testing centers.

The exam is not automatically included unless explicitly stated. The exam may be administered independently by the relevant certification body or testing provider.

Prerequisites

Familiarity with project management concepts (PMI/PRINCE2 awareness helpful). Basic Microsoft 365 usage. Dynamics 365 Project Operations trial access.

Assessment

Daily knowledge checks; final assessment includes a capstone simulation where participants must configure a complete project lifecycle using D365 Project Operations.

Delivery Options

Online Live
Classroom
Blended
In-Company
Private 1-to-1

Upcoming Sessions

No upcoming sessions scheduled.

Request a date or private session.

FAQ

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