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Join us for a session tailored to capital equipment and project-based companies, exploring Dynamics 365 Project Operations features.

Agenda

Introduction

  • Key Features
  • Project Planning
    • Communication tracking
    • Workflow Tasks
    • Gantt Charts for planning
    • Tracking progress
  • Resource Management
    • Scheduling
    • Time Entry
    • Balancing workloads
  • Financial Management
    • Set Budgets
    • Manage Costs
    • Generate reports for Revenue Recognition
    • Invoicing

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