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

Questions

  1. In the Project Operations system, which staffing model involves practice managers or others directly assigning work to team members?
  2. True or False: Backlog is the total work under contract (booked work) to be worked and billed.
  3. Team member ___________ and ____________ result in a team member (resource) being scheduled to work on a project.
  4. True or False: Currently, Project Operations does not provide for delegated time entry.
  5. Roles in the Project Operations system drive which three major functions?
  6. Skills and certifications are both stored in which Dynamics 365 CE entity?
  7. Which filter is NOT part of the Schedule Board?

    a) Roles

    b) Characteristics

    c) Quality of Work

    d) Territory

  8. What type of forecast is resource forecasting?
  9. This type of forecasting combines contract types to give you information to drive the practice.
  10. Resource ____________ tracking provides you with a historical look at hours entered and approved, as well as an awareness...