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

Non-dynamics integrated approach

There are scenarios where the entire end-to-end Project Operations solution does not fully meet the requirements of the firm, resulting in a non-dynamics integration approach.

As much as there is a benefit to having an all-in-one integrated Project Operations environment, it is probably more common to take on portions of functionality that bring the most value most quickly when moving to a unified solution. However, as a case in point, some clients may start by implementing Dynamics 365 CE Sales and Marketing while also then implementing Project Operations. Let's look at both in the next subsections.

The CE Sales and Project Operations scenario

So, this type of client will typically deploy Dynamics 365 CE Sales first, or deploy along with Project Operations, and will perform the deployment method of lite deployment – deal to proforma invoicing. This then will necessitate integration into the ERP system that will manage the accounting...