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

Preface

This one-of-a-kind book, Microsoft Dynamics 365 Project Operations, will help you deliver profitable projects with effective project planning and productive operational workflows. What makes it one of a kind is how we build a comprehensive story and working examples that the reader can follow along with and see the results of their efforts. It is designed to outline the foundations for project success while laying out recommendations that are the culmination of years of project operations experience.

Specifically, this book will cover project and sales methodologies, which combine to give the reader a clear picture of the life cycle, from the lead to project close. We will explain the implementation options, configuration, customization, and integration capabilities of the solution. Further, we will solidly present the sales processes from bid to win and the project processes from kickoff to revenue recognition.

By the end of the book, the reader will have a solid understanding of project processes, sales processes, and how they integrate to create an integrated solution for the project operations team. We will also explain the project accounting and operations processes with Microsoft Dynamics 365 Finance & Operations.