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 Operations Instance and trying to get the basic setup done as of January 2024.

Hopefully, this blog series will help you to quickly access and understand the info you need to setup your Project Operations Lite trial environment –

Provisioning a Project Operations Trial

Blog	Description
Starting a Project Operations Lite Trial Environment	Describes how you can provision a new trial for Project Operations Lite and

Setting up Master Data in Project Operations Lite

Blog	Description
Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite	Find and rename a default Organizational Unit, attach a Cost Price List to the default Org Unit and also create a Sales Price List (Roles, Prices will be added in preceding post)
Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations	Review and Create Resource Roles, Add Resource Roles to Sales and Cost Price Lists

Billing / Invoicing

Blog	Description
Time and Materials Billing Backlog table in Project Operations	Explains what Time and Materials Billing Backlog table in Dataverse in Project Operations is used for.

Copilot for Project Operations

Blog	Description
Enable Copilot for Project Operations	Enable / Disable Copilot as a feature for Project Operations
Create Project Plan using Copilot in Project Operations	Create a Project Plan for your Project using Copilot based on the Description and other details on the Project record.

Here are some Power Automate posts you want to check out –

1. Select the item based on a key value using Filter Array in Power Automate
2. Select values from an array using Select action in a Power Automate Flow
3. Blocking Attachment Extensions in Dynamics 365 CRM
4. Upgrade Dataverse for Teams Environment to Dataverse Environment
5. Showing Sandbox or Non Production Apps in Power App mobile app
6. Create a Power Apps Per User Plan Trial | Dataverse environment
7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
8. Co-presence in Power Automate | Multiple users working on a Flow
9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
11. Call a Flow from Canvas Power App and get back response | Power Platform
12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
14. Asynchronous HTTP Response from a Flow | Power Automate
15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
16. Converting JSON to XML and XML to JSON in a Flow | Power Automate