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

Chapter 6: Practice Manager Functions – We Won the Contract! What Now?

In the previous chapter, we learned how to set up the project contracts and pricing. This chapter will take us through the next steps and talk through the work a practice manager will do in Project Operations. As a practice manager, you will undoubtedly have the challenges and pressures of finding people to staff projects directly. Furthermore, you will have to understand the cost and quality implications of your decisions. This chapter is designed to provide you with a level of confidence that enables you to confidently forecast and track utilization across your teams.

Therefore, in this chapter, you will learn about the following concepts:

  • Understanding direct staffing models and how they work
  • Understanding centralized staffing models and how they generate bookings for team members
  • Direct versus centralized staffing models
  • Using resource forecasting
  • Using revenue forecasting
  • ...