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 learned how to approve time and expenses through the system. We processed approvals into actuals that affect the project cost and billing.

We outlined how team members can recall their timecard lines to enhance the processing of their time handling. This ensures the highest quality of transactions. We also outlined how timecards and expenses can be corrected and have their respective journal entries processed through the system. Finally, we outlined how the journal entry function provides a depth of project charges against a project's net profit.

As a result, at this point, you should be fully prepared to manage any exceptions that are encountered. Furthermore, you should now be ready for the next chapter.

As we enter into Chapter 11, Project Accounting and Operations, we will bring this overall business process flow to a conclusion by discussing and outlining project accounting and operational factors.