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 expenses

Project Operations provides for a Dynamics CE entry point of expenses into the system. This expense entry is generally very similar to the time entry functionality. It begins with navigating to the Expenses menu and selecting + New. The Quick Create form for expenses is structured very much like the time entry form and may also be configured or customized.

The out-of-the-box expense entry for our PROJ00222 for an airfare is shown in Figure 9.13:

Figure 9.13 – Quick Create: Expense

The result of the expense entry is very much the same as for the time entry. The expenses are entered into a grid view as shown in Figure 9.14:

Figure 9.14 – Expense entry – grid view

Expenses are sometimes entered through other apps that are commercially available and utilized throughout the industry. Some examples are Concur, Gorilla, and Expensify. When these applications are being used, the primary concern becomes...