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

Data import

Now that we have set up some users, let's bring in some data to use in the system. The key entities we wish to populate are as follows:

  • Account: We will customize this to be called Client. These are the company records for the companies you do business with.
  • Contacts: These are the people related to a client record whom you need to maintain contact records with. For example, you may have Bob Smith and a phone number, but you may also track their Skype ID or other forms of communication in their working-from-home environment.
  • Leads: These are the initial information records of potential new customers of your business.
  • Opportunities: Typically, these will come in as either open opportunities from your current system or newly created opportunities.

To begin importing data, navigate to the Advanced Settings | Settings | Data Management area as shown here:

Figure 3.33 – Data Management

Within Data Management, select...