Customer Engagement
Project Operations
7 guides on project operations in Customer Engagement.
7 guides · Last updated 2026-08-27
- Expense management in Project OperationsHow expense reporting works in Dynamics 365 Project Operations — categories, policies, receipts, approval, and reimbursement integration.Updated 2026-05-01
- Project Operations deployment typesHow Project Operations comes in three deployment shapes — Lite, Resource & Non-Stocked, and Finance — what differs between them.Updated 2026-05-01
- Resource management in Dynamics 365 Project OperationsHow Project Operations matches people to projects — resource roles, skills, fulfillment requests, schedule board, and the resource manager workflow.Updated 2026-05-01
- Subcontracting in Project OperationsHow Project Operations handles subcontractor management — engaging external resources, time and expense capture, billing, and the accounting flow.Updated 2026-05-01
- The resource hub in Project OperationsHow resource management works in Dynamics 365 Project Operations — bookable resources, skills, calendars, requests, and the bookings model.Updated 2026-05-01
- Time and expense in Dynamics 365 Project OperationsHow Project Operations captures time and expense — entry modes, approval workflows, billable vs non-billable, expense policy enforcement.Updated 2026-05-01
- What is Dynamics 365 Project Operations?Microsoft's project-based services app — opportunity to cash for professional-services firms, with resourcing, scheduling, time, expenses, billing.Updated 2026-08-27