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

Chapter 8

  1. The business process flow provides a system-configurable set of stages and checklists that can guide a project professional through a project.
  2. In an external accounting scenario, the project name field may be the primary key for the integration of a project. Although you can change this field out of the box with Project Operations, in an integrated environment this would be undesirable. Therefore, consider that if you are using this as a key field, you may need to add some logic behind the handling of this field and set it to read-only.
  3. True. The customer record must be set up in the accounting system as a customer with credit terms, valid contracts on file, and all the company's processes and policies followed.
  4. Grid, Board, and Timeline.
  5. The Board view.
  6. The Team tab allows you to add resources to your team and then assign them to the appropriate tasks.
  7. The Estimates tab has both the cost and the selling price of resources.
  8. False. Change...