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 direct staffing models

When handled through a resource management office (RMO) or a resource manager, you typically have a designated person, or people, handling resource requests that come into the system. The handling of these requests is generally very process-driven and is controlled by demand, supply, and data.

However, there are firms that are maybe smaller in size whose practice management is more directly involved in assigning people to projects. If your firm falls into this category, this section is for you and will also include some suggestions that can help you and your resource managers as well.

For this section, a practice manager is responsible for keeping new business coming in, staffing the right team members, forecasting utilization, and tracking billability. They typically perform these functions with disparate systems and a lack of visibility. This is where the functionality of Project Operations can be helpful.

Working with backlog tracking...