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Applies To: Project Operations for resource/non-stocked based scenarios

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Note

Effective November 2020:

• Common Data Service has been renamed to Microsoft Dataverse. For more information, see Power Automate Blog.
• Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. For more information, see Terminology updates.

This topic will be updated soon to reflect the latest terminology.

This topic explains how to subscribe to the preview/partner offer and deploy Project Operations environment for resource/ non-stocked based scenarios.

Prerequisites

• You will receive an email inviting you to participate in the preview. You can request a preview on the Project Operations website.
• The user who deploys the preview must have Azure tenant global administrator rights.
• Deploying a Finance environment requires a valid Azure subscription that will be billed per environment. You can use your organizations existing subscription or use an Azure trial to get started. The CDS environment will be provided free for a limited 30 day period.

Subscribe

When your preview request is approved, you will receive three offers from Microsoft by email. These offers allow you to deploy the Project Operations Preview:

• Dynamics 365 Project Operations (CRM) - Preview Trial
• Office 365 Project Operations - Preview Trial
• Dynamics 365 Finance - Preview Trial

Important

Only one person, the tenant administrator, in an organization needs to perform this task. If you aren't the subscriber to this release, wait until your organization has been signed up and you've received your user credentials.

Dynamics 365 Project Operations (CRM) - Preview Trial

Before you begin, make sure you are logged in to a browser with the user work account in the tenant where you want the Project Operations preview.

1. Redeem the first offer code, Dynamics 365 Project Operations (CRM) - Preview Trial by pasting it into the browser URL.

2. Confirm your order.

You will see confirmation offer was successfully redeemed.

Office 365 Project Operations - Preview Trial

Repeat the same steps as with the first offer code. Make sure to add the second offer code using the same user account that was used with the first offer code.

Dynamics 365 Finance preview trial

Repeat the same steps with the last offer from the Welcome email.

Assign licenses

Important

You will need administrative access to your organization's Microsoft 365 Portal to complete the following steps.

1. Go to Microsoft 365 admin center to assign the licenses to your users.

2. On the Active users page, select the users that you want to assign a license to.

3. Verify that the Dynamics 365 Project Operations (CRM) Preview and Office 365 Project Operations - Preview license have been selected and select Save changes.

Note

The Finance trial offer does not need to be assigned to a user.

Start a new project in LCS

Create a new LCS project as described in the topic, Start a new project in LCS

Add an Azure subscription to an LCS project

To complete this task, follow the steps in the topic, Add an Azure subscription to LCS project.

Deploy Finance demo environment with Project Operations for resource/non-stocked scenarios

Follow the guidance in the topic, Provision a new environment to complete the deployment. Use the demo environment deployment type for preview.

Install CDS setup and configuration data

Install CDS setup and configuration data as described in the topic, Set up and apply configuration data in the Common Data Service.Complete this step only after Finance demo environment is deployed and demo data in FO is ready.

Note

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Applies to

This article will introduce you to your new security properties in the Cloud. Whether you're part of a Security Operations Center, you're a Security Administrator new to the space, or you want a refresher, let's get started.

Caution

If you're using Outlook.com, Microsoft 365 Family, or Microsoft 365 Personal, and need Safe Links or Safe Attachments info, click this link: Advanced Outlook.com security for Microsoft 365 subscribers.

Office 365 security spelled out

Every Office 365 subscription comes with security capabilities. The goals and actions that you can take depend on the focus of these different subscriptions. In Office 365 security, there are three main security services (or products) tied to your subscription type:

1. Exchange Online Protection (EOP)
2. Microsoft Defender for Office 365 Plan 1 (Defender for Office P1)
3. Microsoft Defender for Office 365 Plan 2 (Defender for Office P2)

Note

If you bought your subscription and need to roll out security features right now, skip to the steps in the Protect Against Threats article. If you're new to your subscription and would like to know your license before you begin, browse Billing > Your Products in the Microsoft 365 admin center.

Office 365 security builds on the core protections offered by EOP. EOP is present in any subscription where Exchange Online mailboxes can be found (remember, all the security products discussed here are Cloud-based).

You may be accustomed to seeing these three components discussed in this way:

But in terms of architecture, let's start by thinking of each piece as cumulative layers of security, each with a security emphasis. More like this:

Though each of these services emphasizes a goal from among Protect, Detect, Investigate, and Respond, all the services can carry out any of the goals of protecting, detecting, investigating, and responding.

The core of Office 365 security is EOP protection. Microsoft Defender for Office 365 P1 contains EOP in it. Defender for Office 365 P2 contains P1 and EOP. The structure is cumulative. That's why, when configuring this product, you should start with EOP and work to Defender for Office 365.

Though email authentication configuration takes place in public DNS, it's important to configure this feature to help defend against spoofing. If you have EOP,you should configure email authentication.

If you have an Office 365 E3, or below, you have EOP, but with the option to buy standalone Defender for Office 365 P1 through upgrade. If you have Office 365 E5, you already have Defender for Office 365 P2.

Tip

If your subscription is neither Office 365 E3 or E5, you can still check to see if you have the option to upgrade to Microsoft Defender for Office 365 P1. If you're interested, this webpage lists subscriptions eligible for the Microsoft Defender for Office 365 P1 upgrade (check the end of the page for the fine-print).

Ops Outlook 365

The Office 365 security ladder from EOP to Microsoft Defender for Office 365

Important

Learn the details on these pages: Exchange Online Protection, and Defender for Office 365.

What makes adding Microsoft Defender for Office 365 plans an advantage to pure EOP threat management can be difficult to tell at first glance. To help sort out if an upgrade path is right for your organization, let's look at the capabilities of each product when it comes to:

• preventing and detecting threats
• investigating
• responding

starting with Exchange Online Protection:

If you want to dig in to EOP, jump to this article.

Because these products are cumulative, if you evaluate Microsoft Defender for Office 365 P1 and decide to subscribe to it, you'll add these abilities.

Gains with Defender for Office 365, Plan 1 (to date):

So, Microsoft Defender for Office 365 P1 expands on the prevention side of the house, and adds extra forms of detection.

Microsoft Defender for Office 365 P1 also adds Real-time detections for investigations. This threat hunting tool's name is in bold because having it is clear means of knowing you have Defender for Office 365 P1. It doesn't appear in Defender for Office 365 P2.

Gains with Defender for Office 365, Plan 2 (to date):

So, Microsoft Defender for Office 365 P2 expands on the investigation and response side of the house, and adds a new hunting strength. Automation.

In Microsoft Defender for Office 365 P2, the primary hunting tool is called Threat Explorer rather than Real-time detections. If you see Threat Explorer when you navigate to the Security center, you're in Microsoft Defender for Office 365 P2.

To get into the details of Microsoft Defender for Office 365 P1 and P2, jump to this article.

Tip

EOP and Microsoft Defender for Office 365 are also different when it comes to end-users. In EOP and Defender for Office 365 P1, the focus is awareness, and so those two services include the Report message Outlook add-in so users can report emails they find suspicious, for further analysis.

In Defender for Office 365 P2 (which contains everything in EOP and P1), the focus shifts to further training for end-users, and so the Security Operations Center has access to a powerful Threat Simulator tool, and the end-user metrics it provides.

Microsoft Defender for Office 365 Plan 1 vs. Plan 2 cheat sheet

This quick-reference will help you understand what capabilities come with each Microsoft Defender for Office 365 subscription. When combined with your knowledge of EOP features, it can help business decision makers determine what Microsoft Defender for Office 365 is best for their needs.

• Microsoft Defender for Office 365 Plan 2 is included in Office 365 E5, Office 365 A5, and Microsoft 365 E5.

• Microsoft Defender for Office 365 Plan 1 is included in Microsoft 365 Business Premium.

• Microsoft Defender for Office 365 Plan 1 and Defender for Office 365 Plan 2 are each available as an add-on for certain subscriptions. To learn more, here's another link Feature availability across Microsoft Defender for Office 365 plans.

• The Safe Documents feature is only available to users with the Microsoft 365 E5 or Microsoft 365 E5 Security licenses (not included in Microsoft Defender for Office 365 plans).

• If your current subscription doesn't include Microsoft Defender for Office 365 and you want it, contact sales to start a trial, and find out how Microsoft Defender for Office 365 can work for in your organization.

Tip

Office 365 Ops Sign In

Insider tip. You can use the docs.microsoft.com table of contents to learn about EOP and Microsoft Defender for Office 365. Navigate back to this page, Office 365 Security overview, and you'll notice that table of contents organization in the side-bar. It begins with Deployment (including migration) and then continues into prevention, detection, investigation, and response.

This structure is divided so that Security Administration topics are followed by Security Operations topics. If you're a new member of either job role, use the link in this tip, and your knowledge of the table of contents, to help learn the space. Remember to use feedback links and rate articles as you go. Feedback helps us improve what we offer you.

Where to go next

If you're a Security Admin, you may need to configure DKIM or DMARC for your mail. You may want to roll out 'Strict' security presets for your priority users, or look for what's new in the product. Or if you're with Security Ops, you may want to leverage Real-time detections or Threat Explorer to investigate and respond, or train end-user detection with Attack Simulator. Either way, here are some additional recommendations for what to look at next.

Office 365 Ops Email

See the specific recommended 'golden' configs and use their recommended presets to configure security policies quickly

Catch up on what's new in Microsoft Defender for Office 365 (including EOP developments)

Office 365 Open Another User Mailbox

Use Attack Simulator in Microsoft Defender for Office 365