Microsoft Dynamics 365 Project Operations

person icon Packt Publishing

Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations

person icon Robert Houdeshell

ebook icon Packt Publishing

language icon Language - English

updated on icon Updated on Jan, 2023

architecture icon Microsoft,Microsoft Project,Operations


This eBook includes

Formats : PDF (Read Only)

Pages : 298

ISBN : 9781801071093

Language : English

About the Book

Book description

Discover the endless capabilities and end-to-end project management functionalities of Dynamics 365 Project Operations to drive your firm's project success and ensure rapid business growth in the competitive digital economic world

Key Features

  • Deliver successful projects via improved collaboration, visibility, and teamwork using Microsoft Project Operations solutions
  • Gain real-time data insights to modernize business strategies to increase market share
  • Build the right project operations models to meet business needs with an optimized budget

Book Description

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.

What you will learn

  • Configure key elements of Project Operations to drive improved collaboration with your customers
  • Discover how Project Operations is interconnected with Microsoft 365 and Dynamics 365 Platform
  • Understand the Project Opportunity-to-Quote-to-Contract workflow and its implications for selling
  • Find out how to set up and utilize direct staffing and centralized staffing models
  • Explore Project Timeline Management using Task, Board, and Timeline views
  • Find out how information flows to finance and operations in Project Operations

Who this book is for

This book is for project managers, project leads, business consultants, and business leaders who want to gain a competitive edge by delivering successful projects in a shorter time span with the help of effective operations and workflows across different teams within projects. Knowledge of Microsoft 365 and a sound understanding of business acumen and sales through the delivery process is necessary to get the most out of this book.

Microsoft Dynamics 365 Project Operations

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Author Details

Packt Publishing

Packt Publishing

Founded in 2004 in Birmingham, UK, Packt's mission is to help the world put software to work in new ways, through the delivery of effective learning and information services to IT professionals.

Working towards that vision, we have published over 6,500 books and videos so far, providing IT professionals with the actionable knowledge they need to get the job done - whether that's specific learning on an emerging technology or optimizing key skills in more established tools.

As part of our mission, we have also awarded over $1,000,000 through our Open Source Project Royalty scheme, helping numerous projects become household names along the way.

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