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 engaged with the practice management needs of the Project Operations system by first taking a look at staffing models and how they are constructed. There are a number of decision points within this chapter that will drive the overall productivity of the system.

As we look into direct staffing models, we see that a practice manager will typically use this model to directly staff team members based upon project fit, team member skills, and experience.

Centralized staffing requires a lot more setup, but enables a resource management office to take data-driven information and match team members to projects.

Resource forecasting provides a practice manager with a forward-looking view of the team's performance. Resource forecasting allows a practice manager to see which problems may come up in the future. It also allows a resource manager to see the same problems, and provides a forum to drive resource matching.

Resource utilization shows how...