Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite

January 1, 2024 priyeshwagh777 Project Operations Dataverse, Dynamics 365, organizational units in project operations, power apps, Power Automate, Power Platform, price lists in project operations lite, Project Operations, project operations lite, roles in project operations lite

One of the first things to do when starting a new Project Operations Lite environment is to start setting up organizational data for your environment and in that, setting up Organizational Units, Price Lists and Roles is one of the first things to start setting up –

Let’s see on how you can start the same!

Organizational Unit

One of the first things is to find the Default Org unit for your Project Operations Lite environment –

Ensure that in your Project Operations environment, you are in Project Operations app. On the SiteMap, switch to the Projects area and then, Settings sub-area.
Now, locate Parameters and there should be 1 record in the Parameters which is mapped to the Default Organization Unit. Select the same (click on the clickable Default Organization Unit lookup itself to directly go to the Organizational Unit [or referred to as Contracting Unit in further blogs])
Once in the Org Unit record, update the name to what should be relevant based on your use case.
I’ve renamed this to a more readable name based on my example. Now, it should be easy for you to deal with this Org Unit while referencing further.

Cost Price List in Organizational Unit

Now that the Org Unit is found and renamed correctly, let’s add a Cost Price List first –

In your Org Unit record, click on Add Existing Price List.
Then, click on New Record button upon clicking the Look for records lookup field.
Select Price Lists as the record type and it should be the only option there.
Then, it’ll open the Price List record creation form on the window and you can start filling in the details. Make sure the Context selected is of type Cost.
Also, the Effective Start Date and Effective End Date should be relevant as all calculations will be successful only if the dates to be processed for transactions fall inside the intended Price List dates.

Save and Close the record once completed.
Then the saved record will be shows as selected on the lookup field and you can then click on Add button at the bottom.
Once added, the sub-grid on the Org Unit will take a while to refresh and then show you the tagged Cost Price List correctly.

Now, you have tagged a Cost Price List successfully. Let’s quickly add a Sales Price List.

Sales Price List

Now that you have created and tagged a Cost Price List in the previous section, let’s quickly create a Sales Price List shell so that you have a corresponding Sales Price List to look at as well –

Navigate to the Sales area and then select, Sales sub-area in the Sitemap.
Here, click on the Price Lists table and then click to add a new Price List record.
Note that the Context of the record should be Sales this time since we want to create a Sales Price List. Save & Close once the record looks satisfactory based on your relevant information to fill in.
Now, you can see that the Sales and Cost Price Lists are ready in your environment.

Next Section here will cover adding Resource Roles, and then adding Role Prices to the Sales and Cost Price Lists.

In later parts of this series, we’ll continue to add more to the Price Lists, Roles etc.

Hope this post was useful!

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

Thank you!

Starting a Project Operations Lite Trial Environment

January 1, 2024 priyeshwagh777 CRM with .NET Web Applications Dataverse, Dynamics 365, power apps, Power Automate, Power Platform, Project Operations, project operations lite, project operations lite trial

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 Credit Card is required for a Project Operations trial environment.

Project Operations Trial Environment

Here’s how you start a Project Operations trial environment –

Navigate to https://trials.dynamics.com/ which will be redirected to https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/ and the page you’ll see will be something like this –
Scroll down on the page till you see the option for Project Operations. Click on Try for free.
Once you click on Try for free, you can enter a new email on which you want to start a trial. I’ve come up with a sample email which I haven’t used before. I prefer not to enter an email/username which I already use.
Click Next and then you can select Setup my account.
Then, you can validate/enter the details which would be something like this and click Next.
Then, choose if you want to receive an OTP via Text or a Call. Text is my preferred way so I selected that and clicked on Send verification code.
I received an OTP which I entered as asked on the next pane and clicked Verify.
Further, I’ll be shown the login details of the trial environment I want to create. Once this is done and I save the information, I click on Next.
Then, you’ll be shown the details of the environment you’ll be provisioning. Save this info before proceeding.
Next, click on Start using Dynamics 365 Project Operations (CE) – Preview Trial. It’ll redirect you to the questionnaire page on a new tab where you’ll need to answer the questions before choosing the Deployment Type.

Deployment Type Questionnaire

As we left off from the Step #9 in the above section, you’ll be taken to a questionnaire Wizard in order to provision a Project Operations trial –

Yes to managing Opportunities as they move through the process.
Yes to requiring advance or extensible resource management.
Yes to requirement of workflow for approval of Time and Expense.
No to advanced Expense management.
No to Non-Stocked Materials
No to Stocked materials as well.
Select the version here. Even if you would have answered the questions randomly, you would have still gotten to choose a different version than recommended. Hence, the answers above point to a recommendation of Project Operations Lite type of Deployment.
Click Begin Setup once Lite Deployment is selected.
Setup will start provisioning once you click on Start.
And it’ll take a while and it’ll say that it will redirect you to the Power Platform Admin Center.
And once you are redirected to Power Platform Admin Center and you’ll see that the environment is provisioning. This will take a few minutes before completion.

Set Name and URL for your environment

Provisioning a Project Operations trial will get set a predefined URL and name which you should update to be readable –

Open the environment once the link is clickable and the State is set to Ready.
Then, click on the Edit button
Once you click Edit, you’ll get to update the Name and the URL. Set to something that is relevant to the purpose of the environment.
Once you click on Save, you’ll see this loading page which will take a while to complete and finally, your Project Operations Lite environment setup will be ready!

Here’s Microsoft’s Documentation detailing which all Deployment Types have different Project Operations features available – https://learn.microsoft.com/en-us/dynamics365/project-operations/environment/determine-deployment-type?WT.mc_id=DX-MVP-5003911

Hope this post was useful!

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

Difference between Project Operations Deployment Types

January 1, 2024 priyeshwagh777 Project Operations Dataverse, Dynamics 365, power apps, Power Automate, Power Platform, Project Operations, project operations deployment types

Now, as you know that there are the following 3 types of Project Operations Deployments –

Project Operations Lite (Deal to Proforma Invoicing).
Project Operations for resource/non-stocked scenarios.
Project Operations for production/stocked scenarios.

To keep the comparison understandable and simple, let’s review the below in a short summary.

Comparison

Project Operations Lite	Project Operations for Resource/Non-stocked	Project Operations for Production/Stocked
Finance & Operations module is not setup	Finance & Operations setup is required	Finance & Operations Setup is required
No Dual Write Integration	Dual Write Integration is required.	Dual Write Integration is required.
Up to Pro-forma Invoicing is available	Pro-forma Invoicing in PO and Customer-facing Invoicing in F&O	Full Invoicing in F&O
Basic Expense	Basic and Full Expense with Receipt OCR	Full Expense with Receipt OCR

Hope this quick summary was useful. I’ll continue adding more to this article over time.

Here’s official Microsoft Documentation for full deployment guidance with questionnaire –

Here are some Power Automate posts you want to check out – https://learn.microsoft.com/en-us/dynamics365/project-operations/environment/determine-deployment-type?WT.mc_id=DX-MVP-5003911

Thank you!

D365 Demystified

A closer look at Microsoft Dynamics 365.

Month: January 2024

Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite

Organizational Unit

Cost Price List in Organizational Unit

Sales Price List

Like this:

Starting a Project Operations Lite Trial Environment

Project Operations Trial Environment

Deployment Type Questionnaire

Set Name and URL for your environment

Like this:

Difference between Project Operations Deployment Types

Comparison

Like this:

Organizational Unit

Cost Price List in Organizational Unit

Sales Price List

Share this:

Like this:

Project Operations Trial Environment

Deployment Type Questionnaire

Set Name and URL for your environment

Share this:

Like this:

Comparison

Share this:

Like this: