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

Exploring roles and role types to control pricing

In Project Operations, we now have the ability to perform task-level chargeability, as we saw in our contract lines setup section. This flexibility gives you the best ability to meet the needs of your clients, as well as account for those needs organizationally.

We will now discuss how to set up roles that, when combined with all the project contract lines, will provide the necessary pricing structure for your clients.

Non-chargeable roles

We will create a contract administration that needs to be added to the project. We can do so in the contract lines, as shown in the following screenshot:

Figure 5.16 – Tasks list showing the Admin – Non Chargeable tasks

However, there are also times where a particular role within a firm is always non-chargeable. An example of this may be a pre-sales role.

This scenario sometimes plays out where a firm may want to have a deep understanding of its sales...