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 7

  1. A role is a type of resource that carries with it costing, pricing, and scheduling characteristics.
  2. Work breakdown structure.
  3. Specify Pattern.
  4. False. Generating requirements will show on the schedule board.
  5. Resource requests are used to specify more details behind a resource need.
  6. False. Additional requirements for the generated project requirement flow directly through to the schedule assistant.
  7. True. From the Book button, you can book a resource directly.
  8. Hard and soft booking terms may vary from one company to another as they are ways of communicating commitment to a project.
  9. Full, Percentage, and Even Distribution allocations can potentially overbook resources.
  10. From the Schedule Board, without any filters and with the right timelines highlighted.