Microsoft Dynamics 365 Project Operations

By Robert Houdeshell
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    Chapter 1: Introducing Project Operations
About this book

Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth.

Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You’ll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance.

By the end of this book, you’ll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships.

Publication date:
May 2021
Publisher
Packt
Pages
298
ISBN
9781801072076

 

Section 1: Foundation and Framework of Project Operations

Dynamics 365 Project Operations is a game-changer for a project-driven business. Combining the Power Platform and Dynamics 365 Project Operations unifies and optimizes the ability to deliver successful and profitable projects. Keeping large and small teams productive and collaborative means delivering promises that was made to your clients.

In this section, you will learn about the key principles of the Project Operations solution and how it works. You will start by exploring the key principles of Project Operations and understanding how it improves project planning and execution. You'll then learn how to successfully deploy Project Operations along with different integration strategies, and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation.

This section includes the following chapters:

  • Chapter 1, Introducing Project Operations...
About the Author
  • 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 Val

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Microsoft Dynamics 365 Project Operations
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