Dynamics 365 Project Operations Articles

Setting up Project Operations Lite | Blog Series

I felt that I should document steps to setup a Project Operations Lite Trial environment for everyone who’s trying to spin up a Project ...

Top Project Management CRM Add-On For Microsoft Dynamics 365

Many CRM solutions don’t come equipped with extensive project management tools. But many professional services firms need service management a...

Starting a Project Operations Lite Trial Environment

One of the first things you want to get done is to spin up a Project Operations Trial environment. Here’s how you do it!Note that no Cre...

Dynamics 365 Project Operations – Split credit card transactions in Expense Management

We are announcing the ability to split credit card transactions in Expense Management even when policy violations or missing mandatory fields ...

Dynamics 365 Project Operations – Edit per diem transaction date, exchange rate in expense management

We are announcing the ability to edit transaction dates and exchange rates for per diem expenses to improve flexibility and accuracy in expens...

How to Use Modern Invoicing in Project Operations

Managing invoicing within project operations is an integral part that project managers use on a daily basis for billing purposes. Earlier invo...

Error Handling for Project Schedule API in Power Automate

Dynamics 365 Project Operations – Record task progress from the tasks grid

We are announcing the ability to mark a task as complete from the grid view in Dynamics 365 Project Operations. This feature will reach genera...

Understanding Company and Industry Needs | Project Research Tips

To ensure that a project is carried out successfully, one must conduct thorough research on the company and the industry in which it operates....