Deploying Project Operations
Did you know that Dynamics 365 Project Operations provide multiple models of deployment – you can determine your deployment type as well. For determining which regions support deployment of project operations, check ‘Geographical availability for Dynamics 365 and Power Platform report’. Click on ‘View Report’ followed by,
- Click on Dynamics 365
- Operations App
- Dynamics 365 Project Operations
After which you will be able to view the supported regions.
As advised by firms offering Dynamics CRM consulting services, it is best to know about the different types of deployment. Whether you are a new user or an existing one, Dynamics 365 Project operations an impressive number of deployment types to suit your requirements. Microsoft even provides a deployment questionnaire that will help you determine the right deployment, leading you towards one of the following types,
- Lite Deployment
- Project Operations for Resource/Non-stocked Scenarios
- Project Operations for Stocked/Production Order Scenarios
Installing Project Operations in a New CDS Environment:
Head over to the PowerPlatform Admin Center, create a new CDS environment and enable both the CDs database as well as the Dynamics 365 applications. Click on ‘Microsoft Dynamics 365 Project Operations’ from the deployment list of Dynamics 365 applications.
As a new user, it is vital to remember the importance of an environment as well as the multiple options available for creating one like,
- One can opt for creating an environment with help of a dataverse database
- One can also opt for creating an environment without any dataverse database
However, it must be considered that for creating an environment with a database it is a prerequisite to have 1GB database capacity available.
An environment serves as a space for storing, managing and sharing a company’s business data, applications, workflows. It also acts as a container for separating applications with different roles, target audiences or security requirements. One can easily provision a new environment based on the available capacity.
Installing Project Operations in an Existing CDS Environment:
Firstly head over to the PowerPlatform Admin Center, locate the environment where you would like to install Dynamics 365 Project Operations.Then, start installing ‘Microsoft Dynamics 365 Project Operations’ from the deployment list of Dynamics 365 applications.
Interestingly, users of Dynamics 365 can now use the Microsoft Power Platform Admin Center for installing, configuring and managing Dynamics 365 applications that run on the Microsoft Dataverse – applications like Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing and even the ones bought from Microsoft AppSource that required Dynamics 365 licenses of any of these. Firms offering Dynamics CRM consulting services often advise users to manage their applications from either the tenant-level view of applications or the environment-level view of applications.
However, it is important to note that one can install as well as manage Dynamics 365 applications only in an environment created using a database with the Dynamics 365 applications enabled while the environment was being created. Also, a valid Dynamics 365 license is needed for enabling the Dynamics 365 applications during the environment creation processes.