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

Collaborating through Microsoft Teams and Outlook

Microsoft Teams is undoubtedly one of the most powerful tools to come out of Microsoft. Teams gives us the ability to talk to our colleagues on a regular basis and communicate effectively across multiple teams and multiple channels. We can run meetings and save documents in Teams, giving us unlimited capabilities to manage a project across a whole organization. Therefore, it is worthwhile outlining how we can best integrate our project into Microsoft Teams so as to keep our users from context switching throughout their day. Context switching refers to the process of a user needing to sign in to a specific application to perform a function on such a periodic basis that it is disruptive and detracts from productivity during the working day.

Utilizing Microsoft Teams to perform some functions such as project overview and time entry keeps context switching to a minimum. This results in less multitasking, resulting in your team members...