Applies To: Project Operations for resource/non-stocked based scenarios, and Lite deployment - deal to proforma invoicing A new day for a new post! In this post I am focusing on the Lite deployment - deal to proforma invoicing deployment type more, but they overlap. Organizational Units are part of the basic setup before you start using … Continue reading Hack #21: Understanding PRICE LISTS in D365 Project Operations- Part Three
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Hack #19: Understanding PRICE LISTS in D365 Project Operations
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing. Another Monday for another hack, let’s uncover the many layers of Price Lists! There are 3 types of price lists (Project Operations calls this CONTEXT): -COST -SALES -PURCHASE To keep it short and sweet, this layot explains what is the function … Continue reading Hack #19: Understanding PRICE LISTS in D365 Project Operations
Hack #15: How can I create an internal project inside Dynamics 365 Project Operations?
Applies To: Lite deployment – deal to proforma invoicing Dynamics 365 Project Operations provides features and tools that support both internal and external project use, including project planning and scheduling, resource allocation, time and expense tracking, and project accounting and invoicing. Internal projects do not require external billing or invoicing. You can create internal projects to … Continue reading Hack #15: How can I create an internal project inside Dynamics 365 Project Operations?
Hack #13: How to use the Project Contract inside Dynamics 365 Project Operations? – Part Three!
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing Continuing from the second post, here. Now we discuss the behaviour of the Confirm ribbon button inside Project Contracts. This button in Dynamics 365 Project Operations (also in PSA) is used to lock a contract and prevent any further updates or … Continue reading Hack #13: How to use the Project Contract inside Dynamics 365 Project Operations? – Part Three!
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