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 all good business begins with sales! Although many terms differ from firm to firm, the foundations are the same. Clients bring in new projects, which result in a monetary reward for the firm and great projects for team members.

We worked through the Lead to Opportunity workflow and walked through the business process flow. We then turned Opportunity Lines into a Quote and generated a PDF that saved to the timeline.

We also learned the best ways to integrate Teams and SharePoint links for Master Services Agreements, Statements of Work, Change Orders, and more.

As we enter Chapter 5, Project Contracts and Pricing, we will get deep into contract creation, pricing, and building out project structures as though we are project architects.