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 concluded our project operations conversation by reviewing some of the key elements of the project operations system, including contract types, finance and operations, and reporting and analysis. This hopefully has helped pull together the key concepts and learnings throughout the book.

In terms of contract types, we reviewed time and materials contracts and compared them to fixed-price contracts. We learned how the project that we built out with its various contract lines all came together in the invoicing processes. We then billed out our milestone invoice and printed a proforma copy. After that, we billed out our product and time and materials billings. In all of these, we learned about the integration points of our invoices and the other actuals transactions in the system.

Next, we reviewed some of the key elements in the Finance and Operations integration, including the Integration Journal, Financial Dimensions, and Revenue Recognition. When working...