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Microsoft

Extend Dynamics 365 Project Operations

Microsoft via Microsoft Learn

Overview

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  • Discover standard APIs in Dynamics 365 Project Operations for extending capabilities and automating business processes.

    In this module, you will:

    • Learn about the performance benchmarks of the project schedule APIs and the best practices for optimizing usage.
    • Learn about project schedule APIs and how to use them to perform operations with scheduling entities.
    • Learn about the Copy Project API and how to use it.
  • Customize the schedule board, edit resource cells, create or modify a schedule board, and edit booking templates in Dynamics 365 Project Operations.

    In this module, you will:

    • Learn how to customize the schedule board to show more information about related entities such as bookable resources and projects.
    • Edit a schedule board resource cell.
    • Create a new or modify an existing schedule board.
    • Edit a schedule board booking template.
  • Discover how to setup and deploy Resource Scheduling Optimization, including configuration options, and defining optimization goals.

    This module explains how to:

    • Set up and deploy Resource Scheduling Optimization.
    • Learn about the configuration options and define optimization goals, scopes, and schedules.

Syllabus

  • Extend APIs using Dynamics 365 Project Operations
    • Introduction
    • Perform operations using project schedule APIs
    • Develop project templates with Copy Project
    • Check your knowledge
    • Summary
  • Extend Universal Resource Scheduling with Dynamics 365 Project Operations
    • Introduction
    • Edit a schedule board resource cell
    • Edit a schedule board booking template
    • Check your knowledge
    • Summary
  • Deploying Resource Scheduling Optimization
    • Resource Scheduling Optimization overview
    • Setup and deployment options
    • RSO configuration options
    • Define optimization goals
    • Define optimization scopes
    • Define optimization schedules
    • Check your knowledge
    • Summary

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