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 built upon the preceding knowledge of finding the right team members to staff our projects. This is important since this will drive the success of projects, productivity of the team, and profitability of the company.

When staffing projects, we learned how important roles are to the overall staffing model. We built upon that by identifying specific patterns of scheduling and adding specifics to each requirement. The value of this is to improve communication for the people responsible for scheduling.

We then were able to generate requirements and submit requests to be processed through the Schedule board. This provides a company with the management tools to keep team members assigned to the right tasks.

Building upon the concepts of booking types, statuses, and allocation methods, we reviewed how to maximize the Schedule board and improve the overall productivity of a company.

As we enter into Chapter 8, Managing a Project to Success, we will see...