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

Staffing projects for success

As a resource manager or a member of the RMO, it is your priority to match the right team members to the right projects and tasks. You are responsible for forming project teams with the proper skills to meet project demands. In this section, we will learn to build a team to take us on a path to success. We will begin with generic resources.

Generic resources

To perform this function, you will generally begin with a project that has been constructed with generic resources, representing the roles needed in a project.

Our work breakdown structure (WBS) has tasks assigned to the generic resources that represent the types of roles we want on our project. These also show up in the Teams tab on the Project form in Project Operations.

For example, in our project, we are implementing Project Operations at 123 Architects, and therefore we need to have Dynamics 365-qualified team members working on the project. In addition, we need to have an admin available...