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

Upgrade path for existing customers

Project Service Automation (PSA) from Microsoft has been available commercially since 2016. Clients have worked on and implemented PSA since 2016 and have upgraded to PSA 3.0, which was commercially available until Project Operations in the fall of 2020. Upon the release of Project Operations, which supplants and deprecates PSA, the clients who are on PSA 3.0 will upgrade to Project Operations as a matter of the typical upgrade cycle in Dynamics 365.

In the Microsoft Dynamics Wave 1 release notes (https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/finance-operations/dynamics365-project-operations/), we see that the upgrade path for Dynamics 365 PSA clients is scheduled for September 2021.

On a related note, there are three other features that are listed as included in the spring release. The first is one that we will use in later chapters and this is the integrated task-based billing setup for projects. This is a significant...