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 3

  1. Yes, Azure AD drives all the authentication needed to use Dynamics 365 CE, Project Operations, Project for the web, and other components related to Project Operations.
  2. Dynamics 365 CE – Sales is not required to use Project Operations since it can be integrated with Salesforce.com and other CRM systems. However, you get a benefit from using Dynamics 365 CE if it is integrated.
  3. Dynamics 365 for Finance and Operations is not required to use Project Operations since many firms will integrate with an existing accounting or ERP system. However, Finance and Operations will give the firm a benefit relative to expense policies, revenue recognition, billing, and project costing.
  4. Lite deployment – deal to proforma invoicing.
  5. Project Operations for resource/non-stocked scenarios.
  6. Procuring licensing and applying the correct licenses to the users.
  7. https://admin.powerplatform.microsoft.com/ provides you with the ability to set up a new Dynamics...