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

Summary

Microsoft Project Operations was purpose-built for professional services firms' complex and sophisticated requirements. As an integrated end-to-end solution, Project Operations provides project, program, and practice managers with an overall integrated and easy-to-use solution for day-to-day operations. Project Operations solves the problem of disparate systems and disconnected work.

First, we learned that Project Operations is built into the Microsoft 365 framework so it leverages the sophisticated IT infrastructure that Microsoft provides. This controls your security, manages threats, and protects data.

The Microsoft 365 apps help with your daily workloads, including Outlook, Excel, and all other Microsoft Office apps. We learned that as part of the Microsoft 365 applications, we leverage Project for the Web as the task management core solution for planning resources and tasks.

We also identified how the Power Platform with its various components provides...