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

Understanding the deployment approach

To begin your deployment of Project Operations, you should first work to gain understanding and agreement in your firm on some key decisions, as these will have (organizational, technical, financial, business, and political) implications that the firm will be required to live with for many years into the future.

In the following image you can see Project Operation's deployment journey:

Figure 3.1 – Project Operations deployment journey

To guide the decisions, let's ask a few questions and discuss the ramifications of the answers. Remember, we are attempting to outline, across three different areas of Microsoft technology, how to configure a solution.

To understand what is involved in Project Operations deployment, the previous chapter showed Table 2.1 – The components of the Project Operations solution, which outlined the pillars of the solution.

The table shows that there are some components...