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

Chapter 1

  1. A project business provides skilled and certified services delivered by people to achieve a project's purpose.
  2. CRM stands for customer relationship management, and more specifically for Microsoft, the solution is called Microsoft Dynamics 365 CE (Customer Engagement). Dynamics 365 CE provides the project seller account management, contact management, and the ability to enter and process opportunities and quotes, which become the project contracts that you deliver against. This can also be called the bid-to-win cycle.
  3. The sales methodology is the firm's ability to receive leads in the system from the marketing team and qualify them against the firm's ability to deliver.
  4. The WBS is the work breakdown structure that will be summarized and presented to the potential client. The level of detail presented and the level of detail tracked in the estimates are usually different. The client presentation is more summary-level and can easily be translated...