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

Chapter 8: Managing the Project to Success!

In this chapter, we will review how to best manage the timelines and activities within a project. We will review cost and selling price implications and why you may make changes to a project. We will further set up collaboration capabilities that will help in the overall usage of the system. The value of collaboration is in project execution, which means meeting project goals while managing a project smoothly.

Therefore, in this chapter, you will learn about the following concepts:

  • Managing the project timeline and activities
  • Substituting resources
  • Changing project contracts, costs, and selling prices
  • Managing risks, status reports, and change orders
  • Collaborating through Microsoft Teams and Outlook
  • Time entry considerations

By the end of this chapter, you will be able to manage a project, team members, and all other aspects of a project to a successful conclusion. It is unrealistic to think that a project...