Preface

This one-of-a-kind book, Microsoft Dynamics 365 Project Operations, will help you deliver profitable projects with effective project planning and productive operational workflows. What makes it one of a kind is how we build a comprehensive story and working examples that the reader can follow along with and see the results of their efforts. It is designed to outline the foundations for project success while laying out recommendations that are the culmination of years of project operations experience.

Specifically, this book will cover project and sales methodologies, which combine to give the reader a clear picture of the life cycle, from the lead to project close. We will explain the implementation options, configuration, customization, and integration capabilities of the solution. Further, we will solidly present the sales processes from bid to win and the project processes from kickoff to revenue recognition.

By the end of the book, the reader will have a solid understanding of project processes, sales processes, and how they integrate to create an integrated solution for the project operations team. We will also explain the project accounting and operations processes with Microsoft Dynamics 365 Finance & Operations.