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

Maximizing the Schedule board

As we begin talking about the Schedule board, let's first understand what the Schedule board is and what it does. The Unified Schedule Board, as it is sometimes called, is a resource that is used extensively across both the Field Service and Project Operations solutions. The Schedule board has these dual functions, but for the purposes of this chapter and book, we will focus only on the scheduling of resources to projects.

To begin with, we will look at the Schedule board and its various elements. A key thing to know about the Schedule board is that it is configurable, meaning that you can make it look the way you want through the settings. It is also customizable, meaning that you can extend it through additional fields. It also has a variety of areas that we will point out in the following overview.

The following screenshot shows the Schedule board with the Weekly view default setting:

Figure 7.10 – The Schedule...