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You're reading from  Microsoft Dynamics 365 Project Operations

Product typeBook
Published inMay 2021
PublisherPackt
ISBN-139781801072076
Edition1st Edition
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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 8

  1. The business process flow provides a system-configurable set of stages and checklists that can guide a project professional through a project.
  2. In an external accounting scenario, the project name field may be the primary key for the integration of a project. Although you can change this field out of the box with Project Operations, in an integrated environment this would be undesirable. Therefore, consider that if you are using this as a key field, you may need to add some logic behind the handling of this field and set it to read-only.
  3. True. The customer record must be set up in the accounting system as a customer with credit terms, valid contracts on file, and all the company's processes and policies followed.
  4. Grid, Board, and Timeline.
  5. The Board view.
  6. The Team tab allows you to add resources to your team and then assign them to the appropriate tasks.
  7. The Estimates tab has both the cost and the selling price of resources.
  8. False. Change...
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Microsoft Dynamics 365 Project Operations
Published in: May 2021Publisher: PacktISBN-13: 9781801072076

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