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Microsoft Dynamics 365 Project Operations

You're reading from  Microsoft Dynamics 365 Project Operations

Product type Book
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Pages 298 pages
Edition 1st Edition
Languages
Author (1):
Robert Houdeshell Robert Houdeshell
Profile icon Robert Houdeshell

Table of Contents (17) Chapters

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Chapter 11

  1. Lite deployment – deal to proforma invoicing, but with reference to the Finance and Operations integration.
  2. Each hour of time is transformed into a monetary equivalent based on the billable hours sales rates.
  3. No; in a fixed-price contract, the sales price is determined by the invoicing schedule.
  4. Yes, because a cost is calculated to determine the project's profitability when it's completed.
  5. On the Project Contract Milestones screen, the milestone is selected and set to Ready to invoice.
  6. When the invoice is Confirmed.
  7. False. The Project Operations system will produce a proforma invoice, with tax being added in the accounting system.
  8. Yes, the system has this capability out of the box.
  9. The Finance and Operations integration journal groups journals by one of the following: days, months, years, or all.
  10. When properly set up and utilized, financial dimensions can provide a great detail of reporting clarity when they&apos...
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