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 11

  1. Lite deployment – deal to proforma invoicing, but with reference to the Finance and Operations integration.
  2. Each hour of time is transformed into a monetary equivalent based on the billable hours sales rates.
  3. No; in a fixed-price contract, the sales price is determined by the invoicing schedule.
  4. Yes, because a cost is calculated to determine the project's profitability when it's completed.
  5. On the Project Contract Milestones screen, the milestone is selected and set to Ready to invoice.
  6. When the invoice is Confirmed.
  7. False. The Project Operations system will produce a proforma invoice, with tax being added in the accounting system.
  8. Yes, the system has this capability out of the box.
  9. The Finance and Operations integration journal groups journals by one of the following: days, months, years, or all.
  10. When properly set up and utilized, financial dimensions can provide a great detail of reporting clarity when they&apos...