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. In the Project Operations system, what is a record called when it changes from a quote to won?
  2. True or False: The Project Operations system only allows one invoice per project.
  3. What type of billing can be used to set up billing on a periodic basis?
  4. True or False: You can relate multiple contract lines to a contract.
  5. True or False: Contract lines can only be of one type per project/contract combination.
  6. What function does the Invoice Frequency setting perform?
  7. Selling rates or billable rates are applicable to which type of contract: fixed-price or time and materials?
  8. What are the three levels of multidimensional pricing?
  9. True or False: Labor cost rates only apply to time and materials contracts.
  10. True or False: Project costing is simply a matter of populating the labor cost rate tables and assigning them to the appropriate roles.