Resource Management with Dynamics 365 Project Operations

  • Get an overview of the planning support offered by resource planning in Dynamics 365 Project Operations.
  • Get to know the resource planning process step by step.
  • Learn how to find the right resource at the right time.

Dates to choose from:

  1. Thursday, January 23rd, 2025
  2. Thursday, April 24th, 2025

In this training course, you will gain detailed knowledge about resource planning with Dynamics 365 Project Operations.

Are you struggling with uneven utilization of your resources, uncoordinated resource planning or a lack of transparency?

In this training course, we provide an overview of the planning support offered by the CRM system's resource planning function. Our consultants will guide you step-by-step through the resource planning process in Project Operations, helping you to find the right resource at the right time for the right project.

  • Find the right resource through intelligent skill management.
  • Define individual working time calendars.
  • Submit project-related resource requests to your central resource manager.
  • Monitor resource utilization and avoid overbooking.
  • Manage your resources with the Dynamics 365 Scheduling Board.

This training course provides you with the most important information on successful resource management with Dynamics 365 Project Operations! The content is practically oriented and includes various exercises in the demo environment.

We also offer this training in German.

Target group

Resource managers who want to optimize their project work with Dynamics 365 Project Operations

Learning objectives

After attending the training course Resource Management with Dynamics 365 Project Operations

  • you will use the intelligent planning of resource management to forecast your requirements,
  • your resource planning is coordinated, transparent and adapted to the requirements of the project.

Notes

The training takes place in a digital seminar room via Microsoft Teams and a demo environment. We will provide you with access free of charge a few days before your training date.

We also offer this training in German.

Further training courses on the topic of ‘Microsoft Dynamics 365 Project Operations’:

Can also be booked as a company training course

Do you have a larger team and would prefer to book this training as a company training course on a separate date?

We offer this for a flat rate of €1,080 with a maximum of 10 participants. If there are more people, we will adjust the calculation accordingly. Simply send us a request to college@cosmoconsult.com.

Contents

Resources Master data

  • Generic resources
  • Roles
  • Skills
  • Working time calendar

Planning methods

Booking types

Schedule Board

Your good feeling

More than 1,500 trained users

Learning from experts

Our trainers are real project managers who know your daily challenges.

Practice-oriented approach

All content is taught directly in the system using real problems.

Hans-Peter Dinser

Hans-Peter Dinser

Global E2E Support Sales Manager

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Resource Management with Dynamics 365 Project Operations
Price/person: 280 €