Microsoft Dynamics 365 Project Operations

Author : Robert Houdeshell
Publisher : Packt Publishing Ltd
ISBN 13 : 1801071098
Total Pages : 298 pages
Book Rating : 4.93/5 ( download)

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Download or read book Microsoft Dynamics 365 Project Operations written by Robert Houdeshell and published by Packt Publishing Ltd. This book was released on 2021-05-14 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the endless capabilities and end-to-end project management functionalities of Dynamics 365 Project Operations to drive your firm's project success and ensure rapid business growth in the competitive digital economic world Key FeaturesDeliver successful projects via improved collaboration, visibility, and teamwork using Microsoft Project Operations solutionsGain real-time data insights to modernize business strategies to increase market shareBuild the right project operations models to meet business needs with an optimized budgetBook Description Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth. Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You'll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance. By the end of this book, you'll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships. What you will learnConfigure key elements of Project Operations to drive improved collaboration with your customersDiscover how Project Operations is interconnected with Microsoft 365 and Dynamics 365 PlatformUnderstand the Project Opportunity-to-Quote-to-Contract workflow and its implications for sellingFind out how to set up and utilize direct staffing and centralized staffing modelsExplore Project Timeline Management using Task, Board, and Timeline viewsFind out how information flows to finance and operations in Project OperationsWho this book is for This book is for project managers, project leads, business consultants, and business leaders who want to gain a competitive edge by delivering successful projects in a shorter time span with the help of effective operations and workflows across different teams within projects. Knowledge of Microsoft 365 and a sound understanding of business acumen and sales through the delivery process is necessary to get the most out of this book.

Author : Rahul Mohta
Publisher : Packt Publishing Ltd
ISBN 13 : 1787121011
Total Pages : 551 pages
Book Rating : 4.10/5 ( download)

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Download or read book Implementing Microsoft Dynamics 365 for Finance and Operations written by Rahul Mohta and published by Packt Publishing Ltd. This book was released on 2017-09-15 with total page 551 pages. Available in PDF, EPUB and Kindle. Book excerpt: Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it. Troubleshoot your problems effectively with your Dynamics 365 partner Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more. Who This Book Is For This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations. What You Will Learn Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition Understand the methodology and the tool, architecture, and deployment options Effectively plan and manage configurations and data migration, functional design, and technical design Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence Master testing, training, going live, upgrading, and how to get support during and after the implementation In Detail Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition. Style and approach This book is a step-by-step guide focusing on implementing Dynamics 365 Operations solutions for your organization.

Author : Eric Newell
Publisher : John Wiley & Sons
ISBN 13 : 1119789338
Total Pages : 556 pages
Book Rating : 4.38/5 ( download)

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Download or read book Mastering Microsoft Dynamics 365 Implementations written by Eric Newell and published by John Wiley & Sons. This book was released on 2021-04-27 with total page 556 pages. Available in PDF, EPUB and Kindle. Book excerpt: Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft’s cloud-based ERP and CRM business applications. You’ll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget. You’ll learn: The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life What to do before you begin the project, including identifying stakeholders and building your business case How to deal with a change management throughout the lifecycle of your project How to manage conference room pilots (CRPs) and what to expect during the sessions Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.

Author : JJ Yadav
Publisher : Packt Publishing Ltd
ISBN 13 : 1789954142
Total Pages : 519 pages
Book Rating : 4.42/5 ( download)

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Download or read book Implementing Microsoft Dynamics 365 for Finance and Operations Apps written by JJ Yadav and published by Packt Publishing Ltd. This book was released on 2020-03-06 with total page 519 pages. Available in PDF, EPUB and Kindle. Book excerpt: Harness the power of Finance and Operations apps, and discover all you need for their implementation Key FeaturesManage and plan different Dynamics configurations, designs, and productsLearn how to manage projects for pre-sales and implementation using Microsoft Dynamics Lifecycle Services (LCS)Discover various integration planning techniques, tools, and frameworks such as PowerApps and Power AutomateBook Description Microsoft Dynamics 365 for Finance and Operations is a modern cloud ERP platform that adopts a mobile-first approach suitable for medium-to-large enterprises. This book covers the entire implementation process of Dynamics 365 Finance and Operation Apps, including post-implementation and business transformation. The updated second edition starts with an introduction to Microsoft Dynamics 365, describing different apps and tools under it. You will learn about different implementation methodologies such as Waterfall and Agile, for your projects. We will cover various application components and architectures of Dynamics such as requirements processing, development, reports and analytics, and integration. With the help of tips, techniques, and best practices, you’ll explore strategies for managing configurations and data migrations. As you read further, you’ll discover development tools and processes in Dynamics for building customized solutions in Dynamics. The book will also demonstrate analytics and financial reporting options such as Power BI and Cortana Intelligence. Finally, you’ll learn the importance of testing and explore various automated testing strategies. By the end of this book, you will have gained the necessary knowledge to implement Microsoft business solutions with Dynamics 365 for Finance and Operations Apps. What you will learnUnderstand the architecture of Dynamics 365 for Finance and Operations AppsImplement Dynamics with confidence to manage finances in your businessGet up to speed with different methodologies and support cycles of the Microsoft Dynamics architectureExplore best practices to analyze the requirements of your businessUnderstand the technique of data migration from legacy systemsLeverage the capabilities of Power BI to make informed business decisionsManage all your upgrades through One Version service updatesWho this book is for This book is for consultants, technical managers, project managers, or solution architects who are looking to implement Microsoft Dynamics 365 Finance and Operations apps in their business. A basic understanding of the enterprise resource planning (ERP) implementation process and software lifecycle is expected.

Author : Welly Lee
Publisher : Packt Publishing Ltd
ISBN 13 : 1801073414
Total Pages : 336 pages
Book Rating : 4.17/5 ( download)

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Download or read book Working with Microsoft Forms and Customer Voice written by Welly Lee and published by Packt Publishing Ltd. This book was released on 2021-06-14 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: Work with business scenarios and discover best practices to get the most out of Microsoft Forms and Microsoft Dynamics 365 Customer Voice Key FeaturesExplore step-by-step instructions to integrate surveys with Microsoft 365 appsAutomate surveys and follow-up actions from survey results using Microsoft FormsCreate custom report dashboards and explore advanced analytics for managing insightsBook Description Microsoft Forms and Dynamics 365 Customer Voice enable organizations to collect and analyze feedback from employees and customers, helping developers to integrate their feedback and business users to collect feedback that will guide them to develop customer-centric solutions. This book takes a hands-on approach to leveraging Microsoft Forms and Dynamics 365 Customer Voice capabilities for common feedback scenarios and covers best practices and tips and tricks to have your solution up and running in no time. You'll start by exploring common scenarios where organizations collect feedback from employees and customers and implement end-to-end solutions with Forms. You'll then discover how to create surveys and get to grips with different configuration options commonly used for each scenario. Throughout the book, you'll also find sample questions and step-by-step instructions for integrating the survey with related technology such as Microsoft Teams, Power Automate, and Power BI for an end-to-end scenario. By the end of this Microsoft book, you'll be able to build and deploy your complete solution using Microsoft Forms and Dynamics 365 Customer Voice, allowing you to listen to customers or employees, interpret their feedback, take timely follow-up action, and monitor results. What you will learnGet up and running with Microsoft Forms and Dynamics 365 Customer Voice servicesExplore common feedback scenarios and survey best practices Understand how to administer Microsoft Forms and Dynamics 365 Customer VoiceUse Microsoft Forms or Dynamics 365 Customer Voice to monitor your survey resultsSet up the Microsoft Forms app for Teams for conducting live pollsAutomate feedback collection and follow-up actionsWho this book is for This book is for business users who want to increase customer and employee engagement and collect data for measuring user satisfaction and driving product and process improvements. Beginner-level knowledge of Microsoft products such as Office 365 (including Teams, Outlook, and Excel) is expected. The book also includes advanced topics for citizen developers to automate sending Customer Voice surveys, follow-up actions, and creating custom dashboards using Microsoft Power Platform applications like Power Automate and Power BI.

Author : Andreas Luszczak
Publisher : Springer
ISBN 13 : 3658241071
Total Pages : 475 pages
Book Rating : 4.70/5 ( download)

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Download or read book Using Microsoft Dynamics 365 for Finance and Operations written by Andreas Luszczak and published by Springer. This book was released on 2018-12-07 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides precise descriptions and instructions which enable users, students and consultants to understand Microsoft Dynamics 365 for Finance and Operations rapidly. Microsoft offers Dynamics 365 as its premium ERP solution, supporting large and mid-sized organizations with a complete business management solution which is easy to use. Going through a simple but comprehensive case study, this book provides the required knowledge to handle all basic business processes in Microsoft Dynamics 365 for Finance and Operations. Exercises are there to train the processes and functionality, also making this book a good choice for self-study.

Author : Renato Bellu
Publisher : John Wiley & Sons
ISBN 13 : 111950886X
Total Pages : 384 pages
Book Rating : 4.61/5 ( download)

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Download or read book Microsoft Dynamics 365 For Dummies written by Renato Bellu and published by John Wiley & Sons. This book was released on 2018-10-23 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!

Author : Simon Buxton
Publisher : Packt Publishing Ltd
ISBN 13 : 178646330X
Total Pages : 433 pages
Book Rating : 4.02/5 ( download)

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Download or read book Extending Microsoft Dynamics 365 for Operations Cookbook written by Simon Buxton and published by Packt Publishing Ltd. This book was released on 2017-05-18 with total page 433 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have the best tools at your fingertips to extend and maximize the efficiency of your business management About This Book Follow practical and easy-to-grasp examples, illustrations and coding to make the most out of Dynamics 365 for Operations in your business scenario Extend Dynamics 365 for Operations in a cost-effective manner by using tools you already have Solve common business problems with the valuable features of Dynamics 365 for Operations Who This Book Is For This book is for those who are getting to grips with Dynamics 365 for Operations developers or those migrating from C# development. The guide includes information essential for new and experienced Dynamics 365 for Operations developers. What You Will Learn Create enumerated and extended data types Understand the importance of using patterns and frameworks while creating a unique concept for your solution Service and deploy your code and packages to improve performance Write and perform unit tests to automate the testing process Design your security model and policies to provide code access privileges Construct the UI and business logic to add Power BI to dashboards In Detail Dynamics 365 for Operations is the ERP element of Microsoft's new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools. This book provides a collection of “recipes” to instruct you on how to create—and extend—a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail. New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs. This “cookbook” provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software—Dynamics 365 for Operations. Style and approach The book takes a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Operations implementation.

Author : Andreas Luszczak
Publisher : Springer Nature
ISBN 13 : 3658404531
Total Pages : 503 pages
Book Rating : 4.36/5 ( download)

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Download or read book Using Microsoft Dynamics 365 for Finance and Operations written by Andreas Luszczak and published by Springer Nature. This book was released on 2023-01-31 with total page 503 pages. Available in PDF, EPUB and Kindle. Book excerpt: Precise instructions and descriptions in this book enable users, consultants, IT managers, and students to understand Microsoft Dynamics 365 for Finance and Operations rapidly. Dynamics 365 for Finance and Operations is a comprehensive business management solution for large and mid-sized organizations, which includes the core products Dynamics 365 Supply Chain Management and Dynamics 365 Finance. This book provides the required knowledge to handle all basic business processes in the application. The exercises in the book also make it a good choice for self-study.

Author : Rami Mounla
Publisher : Packt Publishing Ltd
ISBN 13 : 1786466740
Total Pages : 459 pages
Book Rating : 4.47/5 ( download)

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Download or read book Microsoft Dynamics 365 Extensions Cookbook written by Rami Mounla and published by Packt Publishing Ltd. This book was released on 2017-06-07 with total page 459 pages. Available in PDF, EPUB and Kindle. Book excerpt: More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.