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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

Concepts

Project Management

Author (1):

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

Upgrade path for existing customers

Project Service Automation (PSA) from Microsoft has been available commercially since 2016. Clients have worked on and implemented PSA since 2016 and have upgraded to PSA 3.0, which was commercially available until Project Operations in the fall of 2020. Upon the release of Project Operations, which supplants and deprecates PSA, the clients who are on PSA 3.0 will upgrade to Project Operations as a matter of the typical upgrade cycle in Dynamics 365.

In the Microsoft Dynamics Wave 1 release notes (https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/finance-operations/dynamics365-project-operations/), we see that the upgrade path for Dynamics 365 PSA clients is scheduled for September 2021.

On a related note, there are three other features that are listed as included in the spring release. The first is one that we will use in later chapters and this is the integrated task-based billing setup for projects. This is a significant...

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Authors (1)

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.

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