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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

Setting up Dynamics 365 CE Sales

We are now going to utilize the information we have covered up to this point by taking all the information we have learned and putting it into practice:

Note

It is likely best to use Incognito/InPrivate browsing to perform the following steps. You may find it better to deploy using Google Chrome rather than Edge, but that is largely subjective and based upon the cache you have in your browser and the number of accounts you use.

  1. Let's get started with the deployment of Project Operations by logging in to http://portal.office365.com/ with your Azure AD account with administrator privileges. From here, choose the Admin/Settings icon, on the left navigation bar. From here, select Users | Active and locate your user who is logged in to the portal.
  2. In the vertical ellipsis next to your username, select Manage product licenses and within the Licenses and apps pane on the right, you should have the following licenses enabled:

    Project Plan...

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