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

Integration strategies

There are some areas that will just make sense to integrate through Project Operations. Some of them are on the input side of the system and include the application of sales tax logic, which will affect the invoicing that your client receives. When considering this topic, first search Microsoft's AppSource (https://appsource.microsoft.com/) to determine whether there is an ISV that integrates readily.

A number of clients will also want to integrate their expense entry and reporting system. Some systems, such as Gorilla Expense, Expensify, and Concur, have varying levels of sophistication, but all of them can be integrated into Project Operations. However, look for out-of-the-box integrations first and then build upon that if available. Project Operations integrations with expense systems are typically a multi-directional integration where Project Operations feeds the expense system with projects, tasks, team member information, and other information that...