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The project management tools in Dynamics 365 Project Operations help you easily run projects. The scheduling tools help project managers and teams stay productive. The tool helps in below areas: Plan projects by using a work schedule and estimates. Estimate and track project costs and revenue. Use project estimates during the sales process. Forecast resource … Continue reading Project Operations #8: Project Creation

Bookable resources working on a project must have a calendar of working and non-working hours to define their availability. Workings hours for a resource can be defined in two ways: Define individual calendar rules for a resource Apply an existing calendar template for the resource In the previous blog, we learned the working and non-working … Continue reading Project Operations #7: Work Hours Calendar Template

Bookable resources working on a project must have a calendar of working and non-working hours to define their availability. Workings hours for a resource can be defined in two ways: Define individual calendar rules for a resource Apply an existing calendar template for the resource In the previous blog, we learned Bookable Resources Skills and Roles https://srinathpega.com/2023/03/22/project-operations-5-bookable-resources-skills-and-roles/ … Continue reading Project Operations #6: Working and Non-Working Hours

Resources Skills are resource characteristics that are shared between Dynamics 365 Project Operations and Dynamics 365 Field Service. Resources Roles are Bookable resource categories that let's group bookable resources by type. For example, you can create categories like technician, supervisor, subcontractor, vehicle, or equipment. In the previous blog, we have seen the creation of bookable … Continue reading Project Operations #5: Bookable Resources Skills and Roles

Resources are the most important asset of a service-based organization. The ability to find the right resources at the right time, book those resources on projects and keep them utilized, helps the organization meet revenue targets and customer satisfaction goals In this blog will learn how to create Bookable Resources based on Dynamics 365 Users. … Continue reading Project Operations #4: Bookable Resources

Microsoft Dynamics 365 Project Operations, an Organizational Unit is a distinct group or division in a professional services company that billable resources that have cost rates. Organizational Unit has specific currency and specific cost price lists. The currency of an organizational unit is the primary currency that is used to track costs, and we can add one … Continue reading Project Operations #3: Organizational Units