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

Questions

  1. What function does the business process flow provide in the context of a project?
  2. In an integrated environment with an accounting system, what kind of importance does a Project field become to the integration of a project?
  3. True or false: The Customer field is important for integration with accounting.
  4. What are the three views available in the Tasks tab?
  5. Which Task view is suitable for an agile environment?
  6. Which tab is used to substitute resources?
  7. Where can I view the cost of the resources on my project?
  8. True or false: Change order management functionality comes out of the box with Project Operations.
  9. True or false: Microsoft Teams has an app to show Dynamics 365 CE entities, meaning you can use Teams to deliver Project Operations functionality.
  10. Which app allows you to input time through Microsoft Outlook?