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

Collaboration and document management

Collaboration and document management in Dynamics 365 are typically accomplished at a multitude of levels within the system. For example, on every screen that has the timeline included in the screen, we can attach notes as well as documents, emails, and other activities.

When attaching documents to the opportunity, you are saving those documents to the database and making the document available to Dynamics 365 Project Operations or Dynamics 365 CE Sales users only.

Note

They will not be able to get to the documents unless they have a license!

Alternatives are these: integration with Microsoft SharePoint or Microsoft Teams. Either way, either of these options has been utilized extensively throughout the history of Dynamics 365 CE Sales (from the earliest days of Dynamics CRM). The question of how is one that begins with how best you wish to integrate across the platform.

There is some inherent integration with Microsoft Teams at...