Dynamics 365 Project Operations: Updating from public preview to GA in a CE only scenario

Dynamics 365 Project Operations became generally available (GA) on October 1st, 2020. With GA, many have already asked if the public preview version (UR 2) of ProjOps can be updated to the GA version (UR 3). This blog post will look at the CE side of things and on that side, the short answer is YES! ProjOps definitely can be updated however data upgrades are not supported. Let’s run through the update and vanilla installation scenarios for a CE only deployment.

Updating from public preview to GA

This is most likely a scenario that (hopefully) very few will have for moving to production use in ProjOps. From the very beginning, the instructions were that ProjOps should NOT be installed in a company’s production tenant, so unless you’ve been bad, this scenario should only exist when updating ProjOps in a trial tenant.

The update experience will be familiar to anyone with experience updating D365 apps in the Power Platform Admin Center (PPAC). Navigate to your environment, select resources -> Dynamics 365 apps -> select ProjOps and update -> fire off the update. The GA (UR3) version of ProjOps is so that’s what you should see. After firing off the update, grab a coffee as the installation might around 30 minutes. Sometimes updates may take even longer so this process isn’t an exact science.

Navigate to D365 apps.
Updating PO from PP to GA
Select ProjOps and update.
Updating PO from PP to GA
Fire the update off.

Resetting an environment and installing ProjOps

Another option to get started with ProjOps is to reset an environment containing a public preview version of ProjOps. The quickest way would be to redeploy ProjOps while resetting an environment, but as I’m writing this blog post, that option results in an error.

Resetting an environment
Trying to redeploy ProjOps in CE.
Error when resetting environment and installing ProjOps
Redeployment error.

As ProjOps can’t at the time of writing this blog post be redeployed at environment reset, the other option we have is to perform an environment reset without redeploying any apps. This will result in a clan D365 environment with no 1st party apps installed. When your environment has been reset, simply install ProjOps by going through the step-by-step process seen in the images below.

Resetting without redeploying apps
Reset you environment without redeploying ProjOps.
Installing ProjOps
Select install app and choose ProjOps.
Installing ProjOps
Fire off the installation.
Installing ProjOps
Grab a coffee and wait 🙂

Transitioning to ProjOps from different licenses

While I normally don’t cover licensing on my blog posts, transitioning from different licensing models to ProjOps is a question that will most likely come up very frequently. The public webinar Introducing Microsoft Dynamics 365 Project Operations (DYN871PAL) from September 28th, 2020 covers licensing in more detail. I’ve taken some bits and pieces from that webinar for this blog post.

Transitioning from D365 PSA, CE Plan, UO Plan and Plan 2 licenses to ProjOps

  • Existing D365 PSA licenses will have D365 Project Operations added to their licenses.
  • Dynamics 365 Customer Engagement Plan, Unified Operations Plan, and Plan 2 licenses qualify to have the Project Operations service added to their licenses:
    • Customers with active usage of PSA or PMA will have ProjOps added to their licenses.
    • Customers without active usage can opt-in until March 21, 2021, by opening a support request. Not sure if your usage counts as active usage? Open a support request.
  • ProjOps will be added to qualifying licenses in April 2021. Customers who wish to have Project Operations added to qualifying licenses sooner can fill out this survey.
    • What this means is that if you have, for example, D365 CE Plan licenses, ProjOps will be added in April 2021. Active usage is required as previously mentioned. How will you see when ProjOps is added? That is something that remains to be seen.

All my blog posts reflect my personal opinions and findings unless otherwise stated.

2 thoughts on “Dynamics 365 Project Operations: Updating from public preview to GA in a CE only scenario”

  1. Hey
    I still don’t get this 100%.

    We are using the Unified Operations (Plan 2) licenses and are using the Project module in Dynamics Finance & Operations.

    As I understood MS is moving towards a single Project solution which will “live” as a model-driven PowerApp?
    Does this mean, that the Finance & Operations Project module will (eventually) be deprecated?

    We basically just started using the project module in F&O and find that the new Project Operations could fulfill our needs and might be better for us generally (easier to change stuff, we are familiar with PowerApps development, but not so much with F&O etc.).
    The effort to change Apps from F&O to Project Operations probably wouldn’t be too high right now.

    This means, that we can request to change it for our licenses and it will be made available to us before April 2021? And starting April 2021 it is MS preferred solution to manage projects?

    Guess we should switch rather sooner than later..


    1. Hi. PMA functionality stays is F&O but it will be part of the ProjOps SKU. There will be some changes to it from ProjOps though. Essentially the F&O side will have a lot of what is already there.

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