Summary

We have learned through this chapter that Project Operations is a solution built to make end-to-end processes for project managers a solution set, not just a toolset. The project business industry is built around delivering projects in a timely and cost-effective manner for their clients. The value of the Project Operations solution is that it is built upon the Microsoft Dynamics 365 framework, making the Project Operations solution an end-to-end, user-friendly system.

The functionality begins in the frontend with the CRM/sales functionality to support sales professionals who are building their project opportunities into SOWs. When provided to the delivery team, the SOW provides the contractual framework to engage in and work to completion of the project. While working on the project, team members can easily and effectively enter their time and expenses. Upon approval, this information integrates into the Finance and Operations project accounting functionality to perform billing, revenue recognition, and costing.

Underlying all this are the benefits to the firm, which are recognized through the financial improvements to the firm and visualized through the tools in Project Operations dashboards, Customer Insights, and Power BI.

As we proceed through the next chapter, we will dig deeper into the underlying technology that will be used to deploy Project Operations. This includes a deep dive into the Microsoft 365 framework, the Power Platform, and Dynamics 365 CE.