Microsoft Dynamics 365 Project Operations: Deliver profitable projects with effective project planning and productive operational workflows

by Robert Houdeshell

Overview

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.

Product Details

ISBN-13:	9781801071093
Publisher:	Packt Publishing
Publication date:	05/14/2021
Sold by:	Barnes & Noble
Format:	eBook
Pages:	298
File size:	20 MB
Note:	This product may take a few minutes to download.

About the Author

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.

Table of Contents

1. Introducing Project Operations
2. Using the Microsoft Dynamics 365 Framework for Success
3. The How-Tos of Setting Up Project Operations
4. The Account Manager - Project Selling
5. Project Contracts and Pricing
6. Practice Manager Functions - We Won the Contract! What Now?
7. Resource Manager - Staffing for Success!
8. Managing the Project to Success
9. Team Member Activities
10. Approvals and Exceptions
11. Project Accounting and Operations