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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

Summary

In this chapter, we gained an understanding of how to manage our projects. We began with the work breakdown structure and the tasks that are created. As we reviewed the various views of the tasks, we discussed how this helps a project manager work through tasks such as a budgetary item; a Kanban board as an agile type of management approach; and a Timeline view where you can generate dependencies and move the timeline. All of this supports the modern project manager's need to deliver projects successfully.

We then reviewed the resourcing, costs, and selling aspects of the project and the tabs that drive these factors. We learned how to add and remove team members from a project and how to set up offshore resources with different cost rates, organizational units, and currencies. This allows us to make real-time personnel adjustments, resulting in better costing and profitability of our projects.

While learning how to manage risks, change orders, and status reports...

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