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

The Unified environment – Project Operations apps

As we proceed into the next chapter, we will learn that there are three different deployment models of Project Operations to be chosen from. These deployment models will greatly influence how you use the solution going forward. Therefore, it is beneficial to dig a little deeper into the environment.

For the curious-minded, let's demystify this. When looking at the Unified environment, it is easy to forget all the capabilities across the Microsoft 365 framework that are working in your favor to give you a world-class project operations solution:

Table 2.1 – The components of the Project Operations solution

All of these functionalities are available in a browser of your choice, through your phone, tablet, or any other device with modern browser interfaces. Let's understand the preceding table in detail:

  • The first column represents the common Microsoft 365 apps that are in use...