Book Image

Microsoft Dynamics 365 Project Operations

By : Robert Houdeshell
Book Image

Microsoft Dynamics 365 Project Operations

By: Robert Houdeshell

Overview of this book

Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth. Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You’ll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance. By the end of this book, you’ll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships.
Table of Contents (17 chapters)
1
Section 1: Foundation and Framework of Project Operations
5
Section 2: Project Sales through Delivery
10
Section 3: Project Delivery through Operations

Managing the project timeline and activities

As a project manager, you may have been involved in some of the previous steps of setting up a project for your company. You may have been involved in the process of setting up a project's work breakdown structure (WBS). You may have contributed to or set up generic resources and roles that apply to a project. We are now at a point where we need to review a project's completion in detail before we begin having team members book time to it.

This includes completing the project's Summary tab and Tasks section. The Summary tab is going to have key information that will drive downstream processes. The Tasks section provides Task, Timeline, and Grid views to support your project timeline and planning needs. Therefore, let's take a look at a project's Summary tab.

Project Summary tab

A project's Summary tab shows you an overall project at a glance and gives you the highest level of information about the project...