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

Recap of our learning

We have journeyed together through 10 chapters and are now entering this final chapter together. In the past 10 chapters, we looked at the foundation of what a project-based business is and what the needs of that business model are. We then learned that project-based businesses are focused on delivering the project commitments that have been made to their clients.

When we looked at the Microsoft Project Operations solution, we outlined how we can build upon the Microsoft 365 and Dynamics 365 frameworks to provide users with an experience that is integrated with everything Microsoft. The benefit of this is that while leveraging the Microsoft framework, we can also gain some significant improvements for our people, processes, technology, and data.

When we looked at the Microsoft 365 framework closely, we outlined some of its key benefits by identifying how it gives you an overall platform for success, including Outlook, Teams, SharePoint, and OneDrive. With...