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

Summary

In this chapter, we gained an understanding of how to manage our projects. We began with the work breakdown structure and the tasks that are created. As we reviewed the various views of the tasks, we discussed how this helps a project manager work through tasks such as a budgetary item; a Kanban board as an agile type of management approach; and a Timeline view where you can generate dependencies and move the timeline. All of this supports the modern project manager's need to deliver projects successfully.

We then reviewed the resourcing, costs, and selling aspects of the project and the tabs that drive these factors. We learned how to add and remove team members from a project and how to set up offshore resources with different cost rates, organizational units, and currencies. This allows us to make real-time personnel adjustments, resulting in better costing and profitability of our projects.

While learning how to manage risks, change orders, and status reports...