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

Understanding the workflow from opportunity to project contract

As we saw previously in Chapter 4, The Account Manager – Project Selling, our opportunity in the Customer Engagement (CE) system resulted in a quote and quote lines that mirrored this opportunity. The quote was produced and sent to the customer in Portable Document Format (PDF) format while simultaneously storing the quote on the timeline so that others who might pick up somewhere in the middle of the process would still be able to see what had been done, each step of the way.

At this point, it is important to talk through the process flow as it relates to the Project Operations system. In the Dynamics 365 CE – Sales system, when we are selling a product, we have a process that is very similar to ours in which we are producing a quote, then a quote becomes an order, and an order becomes an invoice.

The Project Operations process is different—it is a quote to contract invoice(s), meaning multiple...