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

Questions

  1. True or False: A lead in Dynamics 365 CE is typically qualified through marketing and becomes an opportunity.
  2. A lead that is qualified results in the creation of three records for a new client. Name the three records.
  3. What is the name given to the widget in the lead that tracks all the interactions and postings conducted, such as phone calls, emails, and documents?
  4. A lead becomes an opportunity when it is ____________?
  5. This tool provides a guided selling experience where a flow of processes guides sellers through a process. What is its name?
  6. What is the lower level of detail in an opportunity that lays out the pricing details for a quote to be generated from?
  7. True or False: When storing a document as part of the Timeline in Dynamics 365 CE, anyone in the firm can access that document.
  8. True or False: Microsoft Team and SharePoint cannot be integrated into Dynamics 365 CE or Project Operations.
  9. To integrate documents in Dynamics 365 Project...