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 3: The How-Tos of Setting Up Project Operations

As we learned in the previous chapter, there is an overall, underlying framework to the Project Operations solution. In this chapter, we are going to review all the considerations necessary before going forward, one of which is deployment.

Deploying requires some pre-planning and decision making that will drive the deployment type your firm chooses. Decisions will depend upon corporate strategy, software solutions already deployed, types of users of the system, and many other factors.

This chapter will walk you through the decision points, provide you with guidance on the best paths forward depending upon your answers, provide real-life examples of deployments, and finally give a step-by-step approach for deployments.

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

  • Understanding the deployment approach
  • Non-dynamics integrated approach
  • Upgrade path for existing customers
  • Setting up Dynamics...