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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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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

Chapter 3: The How-Tos of Setting Up Project Operations

As we learned in the previous chapter, there is an overall, underlying framework to the Project Operations solution. In this chapter, we are going to review all the considerations necessary before going forward, one of which is deployment.

Deploying requires some pre-planning and decision making that will drive the deployment type your firm chooses. Decisions will depend upon corporate strategy, software solutions already deployed, types of users of the system, and many other factors.

This chapter will walk you through the decision points, provide you with guidance on the best paths forward depending upon your answers, provide real-life examples of deployments, and finally give a step-by-step approach for deployments.

In this chapter, you will learn about the following concepts:

  • Understanding the deployment approach
  • Non-dynamics integrated approach
  • Upgrade path for existing customers
  • Setting up Dynamics...
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