Like
Share
Report
In the Microsoft FastTrack team's newest TechTalk, we review all the new features and benefits in Dynamics 365 Project Operations. This insightful overview highlights some of the most helpful updates to streamline your processes and improve your experience.
Hosts Adi Vijayashankar, Venkatesh Vadlamani, Amar Kumar, and Martin Walker share new features such as generating project plans using Copilot, historical tracking using project sales budgets and assessing issues, and improvements in project invoicing and exploring advanced subcontract capabilities.
Hosts Adi Vijayashankar, Venkatesh Vadlamani, Amar Kumar, and Martin Walker share new features such as generating project plans using Copilot, historical tracking using project sales budgets and assessing issues, and improvements in project invoicing and exploring advanced subcontract capabilities.
Chapters:
00:00 Intro
00:27 TechTalk Agenda
00:50 Generate project plan using Copilot
02:00 Use Case – Generate project plan
02:35 Demo
03:25 Increase WBS limits to 1,500 tasks
04:11 Display save status notification for WBS changes
05:18 Remove team ember limits for externally scheduled projects
06:16 Get recommendations on best resources for your project
07:21 Demo 2
09:11 Enable default financial dimensions for bookable resources
09:56 Use case to enable default financial dimensions for bookable resources
11:10 Worker to Bookable resource
11:27 Enable default financial dimensions for bookable resources
11:54 Demo 3
15:19 Create budgets with summarization during estimate import
15:45 Use Case – Support historical tracking using project sales budget
17:11 Demo 4
21:12 Support historical tracking using project sales budget
22:22 Support historical tracking using project sales budget
24:34 Demo 5
31:15 Assess issues and risks using project manager Copilot
32:05 Demo 6
33:21 Generate status reports with project manager Copilot
34:50 Use Case - Generate status report
36:34 Use deferrals for stock or production project scenarios
37:28 Use Case - deferrals for stock or production project scenarios
39:23 Cancel PO Receipts with connects item requirements
40:50 Progress-based billing on fixed-price contracts
42:00 Improved project invoicing usability and performance
43:42 Support for intercompany vendor invoices in resource and non-stocked based scenarios
44:04 Use Case
48:32 Block vendor payments for vendor invoices until PM approval
49:06 Use Case
50:36 Expense mobile app
51:57 Support prospects on quotes
52:13 Copy quotes and contracts across legal entities
52:52 Use Case
54:01 Support cost-plus pricing for resource time
55:54 Use Case
57:00 Explore advances subcontract capabilities
57:50 Resources
58:15 Closing comments
00:27 TechTalk Agenda
00:50 Generate project plan using Copilot
02:00 Use Case – Generate project plan
02:35 Demo
03:25 Increase WBS limits to 1,500 tasks
04:11 Display save status notification for WBS changes
05:18 Remove team ember limits for externally scheduled projects
06:16 Get recommendations on best resources for your project
07:21 Demo 2
09:11 Enable default financial dimensions for bookable resources
09:56 Use case to enable default financial dimensions for bookable resources
11:10 Worker to Bookable resource
11:27 Enable default financial dimensions for bookable resources
11:54 Demo 3
15:19 Create budgets with summarization during estimate import
15:45 Use Case – Support historical tracking using project sales budget
17:11 Demo 4
21:12 Support historical tracking using project sales budget
22:22 Support historical tracking using project sales budget
24:34 Demo 5
31:15 Assess issues and risks using project manager Copilot
32:05 Demo 6
33:21 Generate status reports with project manager Copilot
34:50 Use Case - Generate status report
36:34 Use deferrals for stock or production project scenarios
37:28 Use Case - deferrals for stock or production project scenarios
39:23 Cancel PO Receipts with connects item requirements
40:50 Progress-based billing on fixed-price contracts
42:00 Improved project invoicing usability and performance
43:42 Support for intercompany vendor invoices in resource and non-stocked based scenarios
44:04 Use Case
48:32 Block vendor payments for vendor invoices until PM approval
49:06 Use Case
50:36 Expense mobile app
51:57 Support prospects on quotes
52:13 Copy quotes and contracts across legal entities
52:52 Use Case
54:01 Support cost-plus pricing for resource time
55:54 Use Case
57:00 Explore advances subcontract capabilities
57:50 Resources
58:15 Closing comments
Presenters:
• Adi Vijayashankar, Sr FastTrack Solutions Architect
• Venkatesh Vadlamani, Sr FastTrack Solutions Architect
• Amar Kumar, Sr FastTrack Solutions Architect
• Martin Walker, Principal Solutions Architect
• Venkatesh Vadlamani, Sr FastTrack Solutions Architect
• Amar Kumar, Sr FastTrack Solutions Architect
• Martin Walker, Principal Solutions Architect
*This post is locked for comments