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 4: The Account Manager – Project Selling

In the previous chapter, we learned how to set up Dynamics 365 CE and Project Operations. In this chapter, we will get into the selling of projects by starting with the lead to opportunity workflow. This will lead us into how to collaborate with our team members and win new business.

All good business begins with sales! Just ask around and you will get that response! Business development, customer acquisition, customer management, and client management. There are many names for the process of bringing new projects into the firm but they all have one thing in common: the client!

Sometimes called the customer, the client is the lifeblood of the firm. Clients bring in new projects. New projects result in team members facing new challenges and opportunities. Successful completion of tasks and reporting of the work performed results in revenue for the firm and the firm gains a reputation in their industry, geography, or specific...