Dynamics 365 Project Operations documentation

Discover how to make the most of Dynamics 365 Project Operations with training, docs, and videos covering product capabilities and how-to articles. Learn how Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability.

Get started

Welcome to Dynamics 365 Project Operations

What's new

What's new

Training

Training

Concept

Troubleshoot

Resource and non-stocked based scenarios

Guidance

• What's new
• Security Model
• Security and approvals

Try/Buy/Deploy

• Overview
• Sign up for Project Operations

Administer and develop

• Start a new Lifecycle Services project
• Set up and apply configuration data in the Common Data Service
• Use Project schedule APIs with Power Automate
• Use Project schedule APIs to perform operations with Scheduling entities
• Respond to Data Subject Rights (DSR) requests

Use

• Project management and accounting overview
• Work breakdown structures
• Project management

Deal to proforma invoicing scenarios (Lite deployment)

Guidance

• Security Model
• Security and approvals
• What’s new

Try/Buy/Deploy

• Overview
• Preview subscription

Administer and develop

• Deploy Project Operations Lite
• Apply demo setup and configuration data
• Respond to Data Subject Rights (DSR) requests

Use

• Sales process
• Set up price lists
• Project management
• Resource management

Stocked and production-based scenarios

Guidance

• What’s new
• Update Project Operations in your Finance environment

Try/Buy/Deploy

• Project Operations for stocked/production-based scenarios deployment overview

Administer and develop

• Project Service Automation overview
• Project Service Automation integration parameters
• Respond to Data Subject Rights (DSR) requests

Use

• Project management and accounting
• Project resourcing
• Project forecasts and budgets

Related products

Dynamics 365 Finance

Finance and operations apps are enterprise resource planning (ERP) software as a service (SaaS) offerings.

Lifecycle Services

Lifecycle Services (LCS) for Microsoft Dynamics is a collaboration portal that provides an environment and a set of regularly updated services.

Microsoft Power Automate

Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.