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

Understanding the lead to opportunity workflow

Congratulations! You are now ready to begin selling new projects! Note that new projects come from a multitude of sources and work through the project processes as new client projects, existing client projects, project change orders, and a number of other variations.

We will work through the end-to-end processes as they exist in the Dynamics 365 Project Operations system with the configuration and customization changes we have made. We are going to begin with leads in the system. A lead in the system can represent a new business lead for either existing clients or new clients.

The approach we will take will be to create a new client lead for this very reason. A new client lead will qualify and create three different but related records:

  • Client record: Representing the account information
  • Contact record: The person you are working with at the client's firm
  • Opportunity record: Representing the project and monetary...