Non-dynamics integrated approach

There are scenarios where the entire end-to-end Project Operations solution does not fully meet the requirements of the firm, resulting in a non-dynamics integration approach.

As much as there is a benefit to having an all-in-one integrated Project Operations environment, it is probably more common to take on portions of functionality that bring the most value most quickly when moving to a unified solution. However, as a case in point, some clients may start by implementing Dynamics 365 CE Sales and Marketing while also then implementing Project Operations. Let's look at both in the next subsections.

The CE Sales and Project Operations scenario

So, this type of client will typically deploy Dynamics 365 CE Sales first, or deploy along with Project Operations, and will perform the deployment method of lite deployment – deal to proforma invoicing. This then will necessitate integration into the ERP system that will manage the accounting...