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Microsoft Dynamics 365 Project Operations

You're reading from   Microsoft Dynamics 365 Project Operations Deliver profitable projects with effective project planning and productive operational workflows

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Product type Paperback
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Length 298 pages
Edition 1st Edition
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Author (1):
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Robert Houdeshell Robert Houdeshell
Author Profile Icon Robert Houdeshell
Robert Houdeshell
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations FREE CHAPTER 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Chapter 3

  1. Yes, Azure AD drives all the authentication needed to use Dynamics 365 CE, Project Operations, Project for the web, and other components related to Project Operations.
  2. Dynamics 365 CE – Sales is not required to use Project Operations since it can be integrated with Salesforce.com and other CRM systems. However, you get a benefit from using Dynamics 365 CE if it is integrated.
  3. Dynamics 365 for Finance and Operations is not required to use Project Operations since many firms will integrate with an existing accounting or ERP system. However, Finance and Operations will give the firm a benefit relative to expense policies, revenue recognition, billing, and project costing.
  4. Lite deployment – deal to proforma invoicing.
  5. Project Operations for resource/non-stocked scenarios.
  6. Procuring licensing and applying the correct licenses to the users.
  7. https://admin.powerplatform.microsoft.com/ provides you with the ability to set up a new Dynamics...
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