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Any Tips for Project Operations Implementation?

Posted on by 7

Hi everyone.

I am starting a Project Operations implementation and this is my first time working with this Dynamics product. Are there any tips, things to consider, or easy mistakes to make that you have experienced when configuring project operations?

  • Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,470 Super User on at
    RE: Any Tips for Project Operations Implementation?

    Hi Nathan Tell,

    Can you please mark the answer as verified? This will help other members of the community to identify the answer easily.

    Thanks,

  • nathanbnb Profile Picture
    nathanbnb 7 on at
    RE: Any Tips for Project Operations Implementation?

    It does help thanks for the advice!

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,470 Super User on at
    RE: Any Tips for Project Operations Implementation?

    Hi Nathan,

    Have you previously worked on any Project Specific Modules? Such as PSA or PMA in FO?

    If yes, you can take that as base to start configuration.

    If No, I would suggest to start thinking from Project Manager's perspective.

    There is no hardcore rule, In my case I am following procedure to start configuration:

    1. Business Unit as base configuration

    2. Sales Configuration to complete lead to quote functionality

    3. Resource Specific configuration, specially sales prices and availability

    4. Project Specific Configuration such as categories, invoice frequencies and rest of the parameters.

    I hope this might help you.

    Thanks,

  • nathanbnb Profile Picture
    nathanbnb 7 on at
    RE: Any Tips for Project Operations Implementation?

    Hi,

    Thanks for getting back to me! We know we are doing a lite deployment already. I have been going through the learning paths and am already familiar with deploying other Dynamics 365 products such as Sales. So it was more of a general questions about Project Operations and some of the different things to consider with the specific product in your experience from previous implementations.

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,470 Super User on at
    RE: Any Tips for Project Operations Implementation?

    Hi Nathan,

    Which environment you are starting to configure?

    Project Operation? If yes, which type of deployment you are looking for is the main question.

    There are three types of Project deployment:

    1. Project Operation Lite deployment - deal to pro forma invoicing

    2. Project Operations for resource/non-stocked scenarios

    3. Project Operations for stocked/production order scenarios

    you can learn more about this in the following document:

    learn.microsoft.com/.../determine-deployment-type

    I would suggest you to start using learning document for more understanding of system.

    learn.microsoft.com/.../

    Please let us know if this helps.

    Thanks,

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