Business & Other
Reader small image

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
Right arrow
Author (1)
Robert Houdeshell
Robert Houdeshell
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

Right arrow

Summary

In this chapter, we learned that all good business begins with sales! Although many terms differ from firm to firm, the foundations are the same. Clients bring in new projects, which result in a monetary reward for the firm and great projects for team members.

We worked through the Lead to Opportunity workflow and walked through the business process flow. We then turned Opportunity Lines into a Quote and generated a PDF that saved to the timeline.

We also learned the best ways to integrate Teams and SharePoint links for Master Services Agreements, Statements of Work, Change Orders, and more.

As we enter Chapter 5, Project Contracts and Pricing, we will get deep into contract creation, pricing, and building out project structures as though we are project architects.

lock icon
The rest of the page is locked
Previous Page
Chapter 7 of 17, Page 7
Next Page
You have been reading a chapter from
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

Other recommended products

Related to this chapter

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients.

BookMar 2020426 pages
Fundamentals of CRM with Dynamics 365 and Power Platform

Fundamentals of CRM with Dynamics 365 and Power Platform

Fundamentals of CRM with Microsoft Dynamics 365 and Power Platform is a practical guide that will take you through all the essential components of Dynamics 365. This book will show you how Dynamics 365 leverages and extends the Power Platform capabilities to build effective business solutions customized to meet your organization’s needs.

BookOct 2020644 pages
Mastering Microsoft Dynamics CRM 2016

Mastering Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM is the most trusted name in the enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with important addition of some exciting features that is guaranteed to make your life easier with Dynamics CRM. This book will give a comprehensive coverage of Dynamics CRM 2016 and help you make your tasks much simpler while elevating you to the level of an expert.

BookNov 2017402 pages
Microsoft Power Platform Enterprise Architecture

Microsoft Power Platform Enterprise Architecture

Selecting the right architecture enables organizations to deliver a successful business solution that can boost customer engagement and growth. With this comprehensive guide, you’ll learn architectural best practices and methodologies for implementing an enterprise-grade solution tailored for your business needs using Microsoft Power Platform.

BookSep 2020452 pages
Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.

BookJan 2018418 pages
Learning Microsoft Project 2019

Learning Microsoft Project 2019

Learning Microsoft Project 2019 takes you through using MS Project in every stage of project management, including initiation, planning, execution, control, and closure. With the help of detailed hands-on explanations and examples, you’ll learn how Work Breakdown Structure can help you achieve a higher success rate.

BookSep 2020504 pages
Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

BookMar 2020528 pages
Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively. The book covers topics such as configuring Dataverse, creating Power Apps, managing processes with Power Automate, implementing chatbots, and even integrating Power Platform with other apps.

BookDec 2020648 pages
CompTIA Project+ Certification Guide

CompTIA Project+ Certification Guide

It's important to know project management best practices that are tailored to your enterprise environments. From project kick-off to formal project/phase closure, you’ll learn the skills needed to see a project through to completion. This book will help you to become certified and understand the project management best practices.

BookSep 2018358 pages
Empowering Organizations with Power Virtual Agents

Empowering Organizations with Power Virtual Agents

Power Virtual Agents allow non-developers to create solutions to automate customer interactions, relieving the pressure on front-line staff who would otherwise need to provide support for basic information. This book takes you through various business scenarios to show you how to leverage the capability of PVAs to create effective bots.

BookAug 2021246 pages
Implementing Microsoft Dynamics 365 Business Central On-Premise

Implementing Microsoft Dynamics 365 Business Central On-Premise

Microsoft Dynamics Business Central is a complete ERP software solution for all kinds of organizations. It is fast to implement and easy to configure and use. It also allows companies to grow the application by customizing the solution to meet specific requirements. This book details new features and functionalities available in Dynamics Business Central and NAV.

BookDec 2018764 pages
Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 aims to bring the worlds of CRM and ERP together for better business implementations and management. This book will help you to effectively implement Dynamics 365 for Finance and Operations, Enterprise edition in your organization, and seamlessly migrate all processes and data from traditional or older versions.

BookSep 2017562 pages

Personalised recommendations for you

Based on your interests and search pattern

Engineering Manager's Handbook

Engineering Manager's Handbook

Engineering Manager's Handbook is a comprehensive guide for managers to excel in their role, foster customer-centric digital products, learn leadership, team building, and balancing technical work with management. You’ll also explore how to develop trust, authority, and collaboration to drive success and make a lasting impact.

BookSep 2023278 pages
C++ Game Animation Programming

C++ Game Animation Programming

Video game characters have a fascinating history, evolving from simple 2D sprites to high-polygon 3D models. Take a look behind the curtain and learn how to build a 3D renderer, load character models, play animations and blend between them, and create large crowds of animated people with this comprehensive C++ game animation programming guide.

BookDec 2023480 pages
Gamification for Product Excellence

Gamification for Product Excellence

This book helps you to take your product management strategy to the next level by standing out in crowded markets. Along with boosting user adoption rates by creating engaging products that incorporate playful elements, learn gamification theory and how to integrate it into your design, product development, and product management processes.

BookSep 2023350 pages
Supercharging Productivity with Trello

Supercharging Productivity with Trello

Supercharging Productivity with Trello is the ultimate guide for anyone looking to boost their productivity with digital tools. Whether you're new to Trello or a seasoned professional, this book covers everything from core features to advanced automation, and Power-Ups.

BookAug 2023342 pages
Automate It with Zapier and Generative AI

Automate It with Zapier and Generative AI

This comprehensive guide takes you through the concepts of business process automation, showing you how Zapier can facilitate it without having to write code and helping you to boost productivity. You’ll learn how to save time, reduce costs, and make your business recession-proof by using Zapier to automate tasks in your cloud-based business apps.

BookAug 2023706 pages
Scoring to Picture in Logic Pro

Scoring to Picture in Logic Pro

In this book, you’ll explore a variety of techniques to synchronize music to picture using Logic Pro. Though this is not a technical manual, it will teach you how to make the best use of Logic Pro and how to wield this technology to maximize your potential when scoring to picture.

BookSep 2023412 pages
Mastering Information Security Compliance Management

Mastering Information Security Compliance Management

This concise book equips you with the knowledge and practices needed to establish and maintain an effective information security management system. The chapters provide insights into ISO/IEC 27001/27002:2022, risk management, ISMS development, incident management, audit processes, and strategies for continuous improvement.

BookAug 2023236 pages1
Implementing Atlassian Confluence

Implementing Atlassian Confluence

Implementing Atlassian Confluence provides both a high-level overview and an insightful path for remote collaboration with Atlassian Confluence. With this multi-layered yet practical guide, you’ll be able to set up Confluence-based collaboration with minimum external consultancy services to ensure smooth and close coordination between teams.

BookSep 2023406 pages
R Bioinformatics Cookbook

R Bioinformatics Cookbook

This book takes a unique problem–solution approach to handling complex tasks in the bioinformatics domain using different datasets present in the book. With the help of real-world examples, you’ll learn to put each independent recipe to use to tackle problems in the field of bioinformatics.

BookOct 2023396 pages
Build Your Own Metaverse with Unity

Build Your Own Metaverse with Unity

Build Your own Metaverse with Unity is a practical guide for developers to create their own metaverse - a virtual world with infinite possibilities. It empowers you to identify gaps in existing metaverses and improve upon them, enabling you to shape your virtual world.

BookSep 2023586 pages5