Dynamics 365 Project Operations: Subcontracting Fundamentals

Effectively managing external vendors and subcontractors is critical for successful project delivery, yet configuring these relationships in an enterprise system can feel overwhelming. This course simplifies the process, guiding you through the essential subcontracting workflows. You will transition from understanding basic subcontracting concepts to confidently executing end-to-end vendor management workflows. You will learn how to align external resources with project demands, track vendor costs accurately, and maintain financial visibility across your entire project portfolio. What you'll learn: Understand foundational subcontracting concepts and terminology within Project Operations; Create and configure subcontract records, including vendor details and contract terms; Manage subcontract line items for both time-and-materials and fixed-price agreements; Track vendor resource assignments and approve submitted time and expense entries; Process vendor invoices and reconcile them against subcontract actuals; Apply modern best practices for auditing and security compliance in vendor management. The course begins with core definitions and basic setup before moving into practical walkthroughs of the subcontract lifecycle, from initial draft to final invoicing and financial reconciliation. This course is designed for beginners, project managers, and functional consultants who are new to project operations and want to learn subcontract management without any prior technical configuration experience. Start reading today to streamline your vendor management workflows and improve your project delivery.