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You're reading from  Microsoft Dynamics 365 Project Operations

Product typeBook
Published inMay 2021
PublisherPackt
ISBN-139781801072076
Edition1st Edition
Tools
Dynamics 365Dynamics 365
Concepts
Project Management
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Author (1)
Robert Houdeshell
Robert Houdeshell
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Robert Houdeshell

Robert Houdeshell has over 24 years of project operations experience, with deep knowledge of the end-to-end processes that professional services firms utilize to deliver their projects. Since 2004, Robert has worked with Microsoft Project Server and online versions that were integrating projects and ERP systems before there was a CRM-based PSA solution. In 2013, Robert's years of CRM, project, and ERP/accounting experience came together in the first end to-end professional services automation solution of its kind. Built upon the Microsoft Dynamics technologies, this cloud solution was deployed in enterprise and mid-market companies. Therefore, when Project Services was released by Microsoft in 2016, he quickly saw the value of the solution we now call Project Operations. Robert has worked with the Microsoft Project Operations solution since its beginning and has deployed the solution across multiple enterprise organizations, including a large multi-national Silicon Valley firm and a large Microsoft cloud solution partner. Robert has practical experience in enterprise and mid-size firms, helping them benefit from solution modernization. Excited about Project Operations, Robert passionately writes about his practical experience, offering solution observations and guidance for his readers to enjoy and benefit from.
Read more about Robert Houdeshell

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Chapter 10

  1. From the Project Operations | Projects area, choose the Approvals menu. When you do, you will be presented with the Time Entries for Approval screen.
  2. Using the Search this view function, you can limit the records you see to something more manageable.
  3. Approved time entries become actuals in the system.
  4. It returns to the team member as Returned.
  5. Yes, but there is a Reason box that needs to be supplied.
  6. Yes—from the Approved Time screen, entries can be corrected.
  7. A series of transactions to reverse the time related to both cost and sales.
  8. The Journals screen has an expense entry correction type.
  9. Through the journal entry with its various transaction types.
  10. Time, Expenses, Materials, Milestone charges, Fees, Retainers, and Taxes.
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Microsoft Dynamics 365 Project Operations
Published in: May 2021Publisher: PacktISBN-13: 9781801072076
© 2021 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Robert Houdeshell

Robert Houdeshell has over 24 years of project operations experience, with deep knowledge of the end-to-end processes that professional services firms utilize to deliver their projects. Since 2004, Robert has worked with Microsoft Project Server and online versions that were integrating projects and ERP systems before there was a CRM-based PSA solution. In 2013, Robert's years of CRM, project, and ERP/accounting experience came together in the first end to-end professional services automation solution of its kind. Built upon the Microsoft Dynamics technologies, this cloud solution was deployed in enterprise and mid-market companies. Therefore, when Project Services was released by Microsoft in 2016, he quickly saw the value of the solution we now call Project Operations. Robert has worked with the Microsoft Project Operations solution since its beginning and has deployed the solution across multiple enterprise organizations, including a large multi-national Silicon Valley firm and a large Microsoft cloud solution partner. Robert has practical experience in enterprise and mid-size firms, helping them benefit from solution modernization. Excited about Project Operations, Robert passionately writes about his practical experience, offering solution observations and guidance for his readers to enjoy and benefit from.
Read more about Robert Houdeshell

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