Operation Project Management - Dynamics 365 CRM to the Rescue

  • Wednesday, October 12, 2022:2:00 PM - 2:45 PM
  • Room: Desoto 4 - Convention Center, Mezzanine
  • Session Number:  641

Description

During this live demo, users will be lead through a project cycle from sales win to project completion. All within the Dynamics Project Operations module. This includes all aspects of project set-up, resource assignments, milestone tracking, and progress billing.

Complete Session Survey Here

Learning Objectives

Complete project set-up upon a won deal.
Learn how to leverage the task and resourcing capabilities within Project Operations.
Learn best practices for tracking progress and time billed against current project tasks.
Learn how time tracking and approval flow down to project invoicing.

Association

Handout(s)


Presenter
Brian L. Mullinax
Senior Manager, Application Managed Services
Armanino, LLP