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

Entering time

As a team member, entering time is something that you may typically do weekly. This process is carried out across millions of team members all doing the same thing: accounting for the time spent working in the last week. For some team members, this may be performed using a spreadsheet. For others, this involves using a browser-based system or a mobile app.

For Project Operations, time can be entered daily or weekly and submitted line by line to give the most flexibility to the system. As you are entering your time weekly, there are options that are going to help everyone's job down the line.

Requirements of time entry

For a team member to enter time, they must be set up as a resource in Project Operations. This is more than just setting up a resource, as there are costing implications related to the roles these team members are set up with.

Therefore, ensure that your team members (resources) are most minimally set up with their resource record and an...