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Dynamics 365 for operations utilizes life cycle services
also known as LCS to manage projects.
You can create many projects in LCS for different purposes.
For example, an implementation provides
access to environments that are part of the Dynamics 365 for
operations offer and requires an active subscription.
Let's explore the differences.
An implementation project can't be manually created in LCS.
The process for creating implementation projects
varies depending on how the subscription was purchased.
For enterprise agreements with active subscriptions
the administrator will create the LCS project from Dynamics
365 for operations portal.
If you ordered your subscription through a Cloud service provider
known as a CSP, your CSP will create an implementation
project to the partner center.
When you select get started
lifecycle services will open your implementation project.
You can change your default name of your project to something
more descriptive.
To do this, click the hamburger icon, and
then choose project settings and renew name for
the implementation project, and click Save.
To add users to an LCS project, click the hamburger icon, and
then choose Project Users.
Enter the email alias of the person that you want to invite,
and assign a security role.
You can invite users to your projects even if they are not
users on your customer tenant.
For example, you can invite an implementation partner by using
their @partnername.com alias.
You may also want to validate the purchase history to ensure
that all licenses purchased are accurately reflected.
Go back to the project dashboard and
click purchase history to view associated licenses.
On the left side of the screen, notice the action center that
will alert you to tasks that need to be completed.
When the task is completed,
it is removed from the action center.
Let's take a look at the task for project milestones.
In the center of the screen you will see the implementation
phases and tasks associated with each phase.
You can set specific milestone dates for your project.
To perform this task select the diamond shape in between
the project phases.
Next select Edit, and the dialogue box will open
where you can enter the project milestone dates.
After the milestone dates have been saved,
notice that the notification for defining project milestones
has been removed from the action center.
You may also add or append project phases.
Note that the phases and
tasks provided within the implementation methodology
can't be deleted or edited.
This ensures that specific tasks for
production readiness are completed.
As previously mentioned,
a key differentiation between an implementation project and
other project types is the ability to view and
configure environments that are a part of your subscription.
Environment configurations become available as prerequisite
steps are completed in the methodology.
We recommend that you watch the quick video for
deploying environments.
Lastly, going back to the project settings,
which is highlighted in the screen, you can see additional
tasks that can be completed for the implementation project.
Click organization and ownership.
For instance you can transfer ownership of the project,
such as in the event of corporate restructuring.
Click SharePoint online library, you can also connect your
LCS project to a SharePoint library for storing and
connecting to documentation.
This might be useful for
storing project plans related to the implementation.
Connecting your LCS project to Visual Studio Team Services
allows you to track work items for the project.
Track support incidents as work items and
deploy build agents for the build environment.
We recommend that you watch the quick video on configuring VSTS.
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Additionally, you can add or authorize in Azure Connector for
Cloud hosted deployments.
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This brings us to the end of this presentation.
We hope you found the information useful.
Thank you for watching.