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

Getting an overview of the billing process

The billing processes in project operations will be different, depending on the type of deployment you have. Reflecting back, we have three different deployment types that we can use in project operations:

  • Lite deployment – deal with proforma invoicing: This is a Dynamics CE-only deployment of project operations and is integrating with external ERP systems.
  • Project operations for resource/non-stocked-based scenarios: This is the integrated version of Dynamics CE Project Operations to Finance and Operations.
  • Project operations for stocked/production-based scenarios: This is the Finance and Operations-only deployment.

In this chapter, we are going to focus on the Lite deployment – dealing with proforma invoicing processes – because this particular deployment, with the out-of-the-box integration Microsoft provides into Finance and Operations for the billing functions, is the project operations for resource...