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

Dynamics 365 CE – Sales customizations

We are going to begin with the baseline setup of Dynamics 365 CE – Sales. Note that without this information, you will not be able to work through the rest of the system. For example, to sell a contract, you need to have accounts (customers or clients) in the system. Let's begin with some baseline configuration changes, decisions that will help you go forward.

Customizations and configurations

There are a number of customizations and configuration changes that will help to make Project Operations a more friendly environment for your users. Microsoft has made Project Operations somewhat generic, counting on the partner community and the clients of Project Operations to further tailor it to their businesses.

Dynamics 365 Project Operations uses the process of solutioning each group of customizations as a way to perform customization in, for example, a development system, and then transfer into a test system for testing...