What this book covers
Chapter 1, Introducing Project Operations, begins with the end in mind by understanding the key principles of project operations and how Dynamics 365 Project Operations meets the needs of a modern project business.
Chapter 2, Using the Microsoft Dynamics 365 Framework for Success, provides a foundational understanding of Microsoft 365, Dynamics 365, and all the components of Project Operations.
Chapter 3, The How-Tos of Setting Up Project Operations, dives deep into the heart of project operations setup and configuration. This step-by-step chapter is indispensable to the project implementation process.
Chapter 4, The Account Manager – Project Selling, explores the vital part of any professional services firm: selling. Sometimes called business development, account management, or other terms – the results are the winning of new business for the firm.
Chapter 5, Project Contracts and Pricing, provides you with the knowledge to structure multi-dimensional pricing and sophisticated contracts for your clients.
Chapter 6, Practice Manager Functions – We Won the Contract! What Now?, outlines decisions, the practice manager's concerns and duties, and how they will drive the firm's profitability.
Chapter 7, Resource Manager – Staffing for Success, focuses on centralized staffing. Centralized staffing is common among many professional services firms and project businesses. This chapter provides details on how best to accomplish these tasks.
Chapter 8, Managing the Project to Success, focuses on the execution phase, showing how managing the project timeline, budget, costs, and resources is imperative for the success of the firm.
Chapter 9, Team Member Activities, focuses on entering time and expenses, while effectively using Microsoft Teams and Outlook as a single entrypoint will also be outlined and leveraged in this chapter.
Chapter 10, Approvals and Exceptions, outlines project exceptions and how Project Operations handles them through many mechanisms that the project biller, administrator, and other authorized users can leverage.
Chapter 11, Project Accounting and Operations, outlines how billing and accounting for all the good work done through the Project Operations system is critical to accurately capture revenue and provide overall project net profit calculations. This chapter outlines the Project Operations billing integrations and revenue recognition considerations.
