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: Using the Microsoft Dynamics 365 Framework for Success

Microsoft Project Operations is built upon an overall framework that Microsoft calls its Microsoft 365, Power Platform and Dynamics 365 frameworks. Formerly Microsoft Office 365, the Microsoft 365 framework enables the entire experience for users of Project Operations. This means that users sign in to their portal and upon authentication are presented with all the applications they are licensed to access. The Power Platform is the development platform which Dynamics 365 CE is built.

This chapter is designed to outline the interconnected environments of Microsoft 365, Dynamics 365, and the Finance and Operations solution. The result should be that as you begin deploying and utilizing Project Operations, you will be able to quickly license, set up, and configure the baseline configuration.

In this chapter, you will learn about the following concepts:

  • The Microsoft 365 framework
  • The Microsoft Power Platform...