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 for Finance and Operations

An exciting element of Project Operations is that it is an end-to-end solution from sales through delivery through accounting. This means that the solution must deliver upon the accounting requirements of a professional services firm! This is no small feat!

Historically, some professional services firms have implemented Finance and Operations to accomplish only part of what Project Operations does. This means that previously, customers have spent their efforts setting up a robust project accounting system to perform WBS and resource management, time and expense entry, billing and invoicing, and many other functions. The challenge they incurred was that this configuration was heavily accounting-oriented, which limited the scope of the number of users who could effectively contribute to the solution. This is why having purpose-built user experiences that match the need of the users working in the system is beneficial to a professional...