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

Product type Paperback

Published in May 2021

Publisher Packt

ISBN-13 9781801072076

Length 298 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

Project Management

Author (1):

Robert Houdeshell

View More author details

Table of Contents (17) Chapters

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

Understanding the lead to opportunity workflow

Congratulations! You are now ready to begin selling new projects! Note that new projects come from a multitude of sources and work through the project processes as new client projects, existing client projects, project change orders, and a number of other variations.

We will work through the end-to-end processes as they exist in the Dynamics 365 Project Operations system with the configuration and customization changes we have made. We are going to begin with leads in the system. A lead in the system can represent a new business lead for either existing clients or new clients.

The approach we will take will be to create a new client lead for this very reason. A new client lead will qualify and create three different but related records:

Client record: Representing the account information
Contact record: The person you are working with at the client's firm
Opportunity record: Representing the project and monetary...