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

Project businesses at a glance

First off, what does a project business do for their clients? Well, that answer is wide and varied. In fact, using the Standard Industrial Classification (SIC) codes, if you searched on project business categories, you will find a significant variation of business types within almost the same classification. One of my favorite examples from history has been how some firms classify AEC as Architects, Engineers, and Construction. Although classified together, architects, engineers, and construction firms have about as much in common as bakers, butchers, and farmers. They have some things in common but not common business processes. Thus, for the purpose of this book, let's identify the common thread within a project business. Project businesses deliver skilled and certified services by people to achieve a project's purpose.

The following is a representation of the common business sectors or industries included in the project business sector:

Figure 1.1 – The Project Business sector

Figure 1.1 – The Project Business sector

Within the Microsoft world, we have consultants who are skilled (read experienced) and certified (having achieved Microsoft certification) on services (implementation and training) to set up and implement software for their clients.

Other examples are management consultants who provide business strategy and tactics to grow and build the performance of businesses as a result of a merger or acquisition or simply to grow the business. Information technology (IT) implementation firms may specialize in setting up cloud computing solutions for their clients. Furthermore, some Point of Sale (POS) or security solution companies may have massive hardware configurations they prepare for their clients to be deployed at a retail establishment that requires purchasing inventory, combining it with project business and onsite deployment.

These are only a few examples of what project business is. Let's also determine what project business is not. Project business is not personal services, automotive services, health services, or private services. These do not fit into the category of project business primarily because they do not have the project orientation that requires a level of management not readily available.

Some outliers that fit into the overall services category but may or may not fit into this category of project business include legal services, educational services, and membership organizations. If these businesses need to manage projects along with costing or pricing information they could benefit from Project Operations.

So, what is this Project Orientation that is so important to identify whether an industry is a project business or not? Well, it begins with the basics of a project itself. From the earliest moment of human history, we have been working on projects. From the Pyramids to the Great Temple to the Great Wall, projects have been the backbone of great achievements! I sometimes have mused about the project plan for the Great Pyramid… how many laborers of stonecutters would I need to cut a certain amount of stones to achieve the result of not just an architectural monolith but also an engineering achievement!? Oh, and to add pressure, it has to be done with relatively simple tools and within the lifetime of the Pharaoh! Now, talk about some pressure!

The Egyptians were some of the earliest recorded project managers and with the results of their projects, I would say they have achieved a lot, to their credit. They would have had to be concerned with the overall project (a pyramid), the timeline to get the project done, the labor, and the organization thereof. The resulting pyramid project also had concerns over materials and environmental concerns, emphasizing their achievements. Their projects took on a life of their own, very much like our projects, and a ton of support systems to achieve their desired results. There were support workers building roads and equipment, baking bread, and generally supporting the direct labor to the pyramid.

This is like a commercial construction project as constructed today. Commercial construction projects have very much the same concerns of the timeline, labor, and materials. Let's see what a Gantt chart of a commercial construction project looks like:

Figure 1.2 – A commercial construction Gantt chart example

Figure 1.2 – A commercial construction Gantt chart example

Therefore, dear readers, this is a challenge for you as you have won this new project and built an additional business for your practice and your firm. I can imagine in that first project, someone was very passionate about their idea and project plan that they were selling to the client. This is not that different from you. You have a passion for what you are doing or you would not be successful and reading this book. Let's capture that passion and turn it into the burning heart that delivers upon your success.

If you are like most of the project management world, you are probably well immersed in the Microsoft world and use many of their products in your day-to-day life. One of the first applications you will interface with in your day is your calendar and your email. You will likely begin your morning (if you are honest with me) by looking at your smartphone and seeing what meetings you have on your calendar for the day or looking at emails that were delivered overnight. The infrastructure that supports this is what Microsoft calls its Microsoft 365 framework. We will go deeper in the next chapter into the overall infrastructure. However, just like you do not really think much of your electricity supplier when you turn on the lights, you really do not think much of Microsoft when you turn on your phone and see that someone put a 7:30 a.m. meeting on your calendar!

Once you have had a cup of coffee (or two), you will bravely fire up your laptop, surface, iPad, or Mac to begin the work of your day. You will likely open Microsoft Outlook for your email, calendar, contacts, and other functions. During the day, you will use many of the Microsoft Office 365 solutions, such as Microsoft Teams for meetings, files, collaboration, and messaging. Further, you might use Microsoft Word, Excel, PowerPoint, SharePoint, and maybe Microsoft Project to manage project plans.

Disclaimer:

There is no judgment in how you manage projects today. I just mentioned Microsoft Project and some of you may be playing in your mind the most erudite of thinking. Oh, yes, I should be using Microsoft Project but because of whatever limitations I cannot use Microsoft Project. Hey, there is no judgment here! I have managed many projects in Excel, Word, PowerPoint, and many other tools, so do not feel any need to level up to Microsoft Project before you read on! This is a safe place for all of us who are working hard!

Now that we have that out of the way, let's turn our attention to how we can grow through our project management capabilities. We know that we grow from level to level (or level up) throughout life. Where we are today is not where we will be tomorrow and we will grow from level to level as we progress in our careers. Thus, we should look at ways that we can grow quickly throughout the discipline of project management. We do know that to achieve more for our clients, we must focus on delivery processes and repeatability of success to continue to succeed from project to project. It is here that we do need to interject with some structure and tools to achieve the business objectives your firm has.

The value statement of Project Operations is to provide the overall framework together for you and your firm to connect your various systems and processes together to grow from one level of maturity to another. This is the value of Microsoft Project Operations.