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

Summary

In this chapter, we learned that there are a number of firm-driven decisions that can result from the questions we asked in the first part of this chapter. One of the key questions we asked was about working with a Microsoft partner who can help drive the success of a deployment. Knowing how to approach the deployment options will be key to the success of your project.

We outlined three different deployment options, ranging from a lite deployment to a resource/non-stocked deployment or a stocked/production deployment. We learned the differences between them and when to use them. Furthermore, we outlined how certain non-Dynamics CRM and ERP components fit into deployment scenarios. We also outlined the upgrade path for customers who have previously used Project Service Automation. Your choice of deployment option will directly impact licensing as well as the full implementation.

We walked through the setup considerations of the Dynamics 365 CE Sales system and then thoroughly...