Intro Video to Microsoft Dynamics 365 Project Operations
In our latest video series, Patrick Boren, Principal Consultant at TexasPGB, introduces the newest addition to the Microsoft Project family, Microsoft Project Operations.
In this video Patrick discusses:
- What challenges Project Operations aims to solve
- What is Project Operations and common use cases for the tool
- Who uses Project Operations
- Upcoming "Day in the Life" Sessions
Watch the video or read the condensed transcript below.
CLICK HERE to signup for our next live webinar on January 14th, 2021, covering Project Operations for Executives and Directors where we will focus on business intelligence and understanding key portfolio metrics.
Welcome to an introduction to Microsoft Project Operations. Today we will talk about:
What Challenges Project Operations Aims to Solve
What Project Operations is and Best Use Cases
Who Should Use Project Operations
What Challenges Project Operations Aims to Solve:
In most organizations scattered systems reduce productivity and contribute to chaos project operations is built to enable professional services organizations whether they are externally facing in a traditional consulting firm or internally facing between departments within a company when it comes to using Project Operations it's really designed to provide an end-to-end experience from lead to opportunity to sale all the way through delivery with business intelligence throughout the process.
Project Operations is NOT an island. Integrations throughout the Dynamics 365 ecosystem is key to utilization.
Tracing the Lifecycle of a Project with Project Operations features:
Let's trace the lifecycle of a project for a generic professional services firm and talk about the features that would be most commonly used:
Project Sales
We are leveraging Dynamics 365 CRM Sales hub to track leads, opportunities, quotes, contacts, and accounts.
Project Planning
Use the the fully integrated project for the web interface directly in Dynamics 365. Within those project plans we'll be able to:
- Manage Resource Utilization via the schedule board
- Facilitate and track Team Collaboration
Time and Expenses
Maintained directly in Project Operations and are major inputs into your project accounting
Project Accounting
Project Operations, including time and expenses, can be interfaced natively into Dynamics 365 Finance and Operations or into an existing ERP system
Business Intelligence
Provided both directly in dashboards that are integrated into Dynamics 365 and via Power BI the reporting engine
for the Microsoft Power Platform
Project Operations empowers project-centric organizations with the right capabilities to drive success - from prospect to payment to profit.
Who Should Use Project Operations:
With so many features it's no surprise that many people in your organization will find a role in project operations.
- Account Managers: working the sales process
- Resource Managers/Project Managers: planning engagements
- Team Members: project collaboration and time and expense tracking
- Project Accountants: perform invoicing and profitability analysis
- C-Suite: transparent and automatic reporting
As our series continues we'll live a day in the life of a number of these roles so that you and your team can get a feeling for the tool set from a 360 degree perspective.
Click here to signup for our next live webinar on January 14th, 2021, covering Project Operations for Executives and Directors where we will focus on business intelligence and understanding key portfolio metrics.
