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

Section 2: Project Sales through Delivery

All projects begin in sales, but how they proceed through the organization depends upon how you organize and plan the sales processes. This section will assist you and help you to define an approach for sales through project opportunities, project contracts, and pricing workflow implementation. This section will also guide you through setting and utilizing direct staffing and centralized staffing models. It section will suggest the best approach from sales to delivery.

This section includes the following chapters:

  • Chapter 4, The Account Manager – Project Selling
  • Chapter 5, Project Contracts and Pricing
  • Chapter 6, Practice Manager Functions – We Won the Contract! What Now?
  • Chapter 7, Resource Manager – Staffing for Success!