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

Microsoft Dynamics 365 CE

How do you build an app that needs to tie together the sales organization with the operational project planning and the accounting department? How do you build an application that needs the security of Microsoft Azure coupled with the framework of Microsoft 365? How do you extend that functionality across all devices and user types and through workflow and power applications?

The answer is Microsoft's development platform called Dynamics 365 CE, formerly called Dynamics 365 Customer Relationship Management. Upon its release, Microsoft's CRM platform was adopted by many people who chose to utilize it not only for CRM but also for additional functionality around the sales processes. Microsoft has previously called this the eXtensible Relationship Management (xRM) solution.

Today, the development environment that was Dynamics xRM is now a totally encompassing development framework that you can use to build a totally extended environment on top...