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 10

  1. From the Project Operations | Projects area, choose the Approvals menu. When you do, you will be presented with the Time Entries for Approval screen.
  2. Using the Search this view function, you can limit the records you see to something more manageable.
  3. Approved time entries become actuals in the system.
  4. It returns to the team member as Returned.
  5. Yes, but there is a Reason box that needs to be supplied.
  6. Yes—from the Approved Time screen, entries can be corrected.
  7. A series of transactions to reverse the time related to both cost and sales.
  8. The Journals screen has an expense entry correction type.
  9. Through the journal entry with its various transaction types.
  10. Time, Expenses, Materials, Milestone charges, Fees, Retainers, and Taxes.