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

Setting up Dynamics 365 CE Sales

We are now going to utilize the information we have covered up to this point by taking all the information we have learned and putting it into practice:

Note

It is likely best to use Incognito/InPrivate browsing to perform the following steps. You may find it better to deploy using Google Chrome rather than Edge, but that is largely subjective and based upon the cache you have in your browser and the number of accounts you use.

  1. Let's get started with the deployment of Project Operations by logging in to http://portal.office365.com/ with your Azure AD account with administrator privileges. From here, choose the Admin/Settings icon, on the left navigation bar. From here, select Users | Active and locate your user who is logged in to the portal.
  2. In the vertical ellipsis next to your username, select Manage product licenses and within the Licenses and apps pane on the right, you should have the following licenses enabled:

    Project Plan...