You're reading from Microsoft Dynamics 365 Project Operations Deliver profitable projects with effective project planning and productive operational workflows

Product type Paperback

Published in May 2021

Publisher Packt

ISBN-13 9781801072076

Length 298 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

Project Management

Author (1):

Robert Houdeshell

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Table of Contents (17) Chapters

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 2: Using the Microsoft Dynamics 365 Framework for Success

Microsoft Project Operations is built upon an overall framework that Microsoft calls its Microsoft 365, Power Platform and Dynamics 365 frameworks. Formerly Microsoft Office 365, the Microsoft 365 framework enables the entire experience for users of Project Operations. This means that users sign in to their portal and upon authentication are presented with all the applications they are licensed to access. The Power Platform is the development platform which Dynamics 365 CE is built.

This chapter is designed to outline the interconnected environments of Microsoft 365, Dynamics 365, and the Finance and Operations solution. The result should be that as you begin deploying and utilizing Project Operations, you will be able to quickly license, set up, and configure the baseline configuration.

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