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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

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

Section 2: Project Sales through Delivery

All projects begin in sales, but how they proceed through the organization depends upon how you organize and plan the sales processes. This section will assist you and help you to define an approach for sales through project opportunities, project contracts, and pricing workflow implementation. This section will also guide you through setting and utilizing direct staffing and centralized staffing models. It section will suggest the best approach from sales to delivery.

This section includes the following chapters:

Chapter 4, The Account Manager – Project Selling
Chapter 5, Project Contracts and Pricing
Chapter 6, Practice Manager Functions – We Won the Contract! What Now?
Chapter 7, Resource Manager – Staffing for Success!

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Authors (1)

Houdeshell

Houdeshell

Robert Houdeshell has over 24 years of project operations experience, with deep knowledge of the end-to-end processes that professional services firms utilize to deliver their projects. Since 2004, Robert has worked with Microsoft Project Server and online versions that were integrating projects and ERP systems before there was a CRM-based PSA solution. In 2013, Robert's years of CRM, project, and ERP/accounting experience came together in the first end to-end professional services automation solution of its kind. Built upon the Microsoft Dynamics technologies, this cloud solution was deployed in enterprise and mid-market companies. Therefore, when Project Services was released by Microsoft in 2016, he quickly saw the value of the solution we now call Project Operations. Robert has worked with the Microsoft Project Operations solution since its beginning and has deployed the solution across multiple enterprise organizations, including a large multi-national Silicon Valley firm and a large Microsoft cloud solution partner. Robert has practical experience in enterprise and mid-size firms, helping them benefit from solution modernization. Excited about Project Operations, Robert passionately writes about his practical experience, offering solution observations and guidance for his readers to enjoy and benefit from.

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