Microsoft Dynamics 365 Project Operations
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Microsoft Dynamics 365 Project Operations
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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)
Preface
Section 1: Foundation and Framework of Project Operations
Free Chapter
Chapter 1: Introducing Project Operations
Chapter 2: Using the Microsoft Dynamics 365 Framework for Success
Chapter 3: The How-Tos of Setting Up Project Operations
Section 2: Project Sales through Delivery
Chapter 4: The Account Manager – Project Selling
Chapter 5: Project Contracts and Pricing
Chapter 6: Practice Manager Functions – We Won the Contract! What Now?
Chapter 7: Resource Manager – Staffing for Success!
Section 3: Project Delivery through Operations
Chapter 8: Managing the Project to Success!
Chapter 9: Team Member Activities
Chapter 10: Approvals and Exceptions
Chapter 11: Project Accounting and Operations
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