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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

Chapter 8: Managing the Project to Success!

In this chapter, we will review how to best manage the timelines and activities within a project. We will review cost and selling price implications and why you may make changes to a project. We will further set up collaboration capabilities that will help in the overall usage of the system. The value of collaboration is in project execution, which means meeting project goals while managing a project smoothly.

Therefore, in this chapter, you will learn about the following concepts:

  • Managing the project timeline and activities
  • Substituting resources
  • Changing project contracts, costs, and selling prices
  • Managing risks, status reports, and change orders
  • Collaborating through Microsoft Teams and Outlook
  • Time entry considerations

By the end of this chapter, you will be able to manage a project, team members, and all other aspects of a project to a successful conclusion. It is unrealistic to think that a project...

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