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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

Learning about reporting and analysis

The purpose of reporting and analysis is to provide performance metrics to the users of the system who are responsible for project performance. To provide this, we have a few options that will provide value to the system.

With project Operations, dashboards are provided out of the box. As you may recall, Dashboards are available from Home | My Work | Dashboards. This section will provide you with dashboarding information that can be leveraged by your users.

Project Operations Dashboards

Project operations Dashboards are specifically designed visual graphics that are built upon views of the data in project operations. Specifically designed for the personas in use in a project business, these dashboards can have security assigned to them, expanded to include more data, and are generally made into what the users want and need to manage for the project business.

When viewing dashboards, you get to choose your dashboard and set it as a default...

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