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

Maximizing project opportunities

Every opportunity the organization has is a monetary goldmine. Therefore, more than in other industries, collaboration and execution are key to the successful closing of a sale. This means that we need to have a proper plan to close opportunities while also having all of the contractual and other information completed.

Therefore, we will use the business process flow that is built into Project Operations and is also something we customized in Chapter 3, The How-Tos of Setting Up Project Operations, to the needs of a professional services firm.

If you recall from the previous section, we qualified a lead that was developed by the marketing team. The result was the creation of a client (account) Contact and Opportunity record in the system. Now let's look at how we can track this through the system.

Business process flow

To provide a unified sales process and guide the selling of an opportunity, we can utilize the business process flow...