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

Substituting resources

Some projects will have a static team that will deliver a project from start to finish. Other projects—and maybe a majority in your project world—will have changes throughout the project. Some of these changes will be due to the skills and talent needed to fulfill the project's requirements. Others will be potentially due to changes in the workforce, or people leaving the company or the project.

The Team tab is how we add team members to a project. This can be seen in the following screenshot:

Figure 8.5 – The Team tab

The Team tab shows not only the team members on the project but also their roles, resourcing units, required hours, hard booked hours, and total effort. To add team members to a project, select the + New button and add a new position to the project.

After being added to the project team, you will want to go back to the Tasks tab, in Grid view, and add the team member as a resource to the...