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 followed the sales process from the opportunity through to the project contracts and associated price lists. We took a quote and turned it into a project contract. The project contract has the line-level detail that sets up the billing types and allows you to link to a task level within a project.

We set up an example project that has a fixed-fee contract line and a time and material line. The time and material line was set up with a not-to-exceed contract limit. The skills learned here will provide you with the ability to meet the contractual needs of the client and the company.

The sales price lists are important to all of this, specifically when working with time and material contracts, since the price list will drive the hourly rate that factors out to the billable amount. The cost price lists are important to all other aspects of a contract, since all the costs associated with a team member and their role will factor into the costs of the project...