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 2

  1. At a personal and business level, OneDrive is totally tightly integrated into your Office 365 environment to protect your firm's most valuable data.
  2. Microsoft SharePoint is used to protect contracts, statements of work, service agreements, and other documents. SharePoint is frequently integrated into Project Operations.
  3. Microsoft Project for the web is used within Project Operations – there are project tasks to provide Gantt charts, timelines, and boards to manage projects effectively.
  4. The PowerApps editor (make.powerapps.com) is the tool to modify your Dynamics 365 CE/Project Operations environment while also allowing you to build new, model-driven applications.
  5. Trick question! It is the Project Operations app!
  6. Project Operations Team Member – so a team member can have just a limited palette of features.
  7. False. Project Operations is available on a per-user, per-month licensing arrangement depending upon your licensing source...