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 9: Team Member Activities

In the previous chapter, we learned about the project processes that need to be performed to keep a project on time and within budget through the use of built-in tools and technologies. The Project Operations solution provides a sophisticated solution that also includes time and expense entry. The previous chapter covered time and expense entry from a setup perspective.

This chapter will identify the user processes that team members will need to do to input information into the Project Operations system. These input points will be most important as they will drive the project cost, selling, and profitability. As a team member, you are part of the largest pool of users the Project Operations system will have. As such, it is critical that we meet the requirements of the team members well.

For the purposes of this chapter, we will work with the Dynamics 365 Customer Engagement (CE) Project Operations app rather than the Microsoft Dynamics 365 for...