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

Resource utilization management

As is the case with many services companies, team members are sometimes overbooked. The following screenshot shows how Louisa Hernandez has been overbooked for the first 3 weeks of the month of March:

Figure 7.14 – Schedule board showing an overbooking for Louisa

There are options here that resource managers know they can take advantage of, including moving the work to Ruvika Marisamy, who has some availability during the required timeframe. Furthermore, this work can be pushed out to the month of May to enable Louisa Hernandez to be the assigned team member, as shown in the following screenshot (with the Schedule board, this is a drag and drop of the booking to the new date):

Figure 7.15 – Schedule board showing the booking reassigned for May

From a 30,000-foot view, a resource manager can see the overall usage of their resources, open requirements, and team availability in one screen&...