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 Project Operations

Pressing the Dynamics home button will take you back to Published Apps Menu. However, if, for some reason, you are missing any published apps, click the Sync button in the top right. This should refresh your view with all your apps.

In Project Operations, the view will have changed significantly, as shown here:

Figure 3.17 – Dynamics Project Operations home screen

Notice that some things have remained the same and some have changed. The overall navigation remains, as do the Home, Recent, Pinned, and other dashboard areas. Other things have changed, though, including the Project Operations entities:

  • My Work

    Time Entries – Timecard entry functionality for team members, Project Manager users, or anyone who needs to enter a timecard.

    Expenses – Expense entry functionality for team members, Project Manager users, sales managers, executives, or anyone who needs to enter expenses.

    Approvals – For time...