Microsoft Dynamics 365 Project Operations
Carry the sales agreement through to project delivery
Your organisation uses Microsoft Dynamics 365 Project Operations, but the team still has to piece together what was sold and how to deliver it. Mason Pete helps improve the handover and the daily project work in your existing setup.
Is project information lost between teams?
The handover leaves questions open
The delivery team has to chase the agreed scope, assumptions or customer expectations.
Plans sit in different places
Employees struggle to connect the agreed work with tasks, responsibilities and resource needs.
Progress takes effort to explain
Project information and time entries are incomplete or difficult for the team to keep current.
How Mason Pete helps
We start with the work your team needs to do, then review the configuration you already have.
Clarify the sales handover
Review how project-related opportunities, quotes and agreed scope reach the delivery team.
Make project work easier to follow
Improve how tasks, responsibilities and resource requirements are recorded in your current application.
Review everyday updates
Work through project and time-entry tasks with employees and simplify the relevant configuration.
General example
Start a project with a shared understanding of the work
A customer agrees to a piece of work. The project team receives the commercial agreement but still needs several conversations to understand the deliverables and responsibilities.
What we could change
We could agree what a useful handover contains and review how your existing Microsoft Dynamics 365 Sales and Project Operations setup supports it. The teams would test the route from agreed work to a usable project plan.
What we would check with the team
Check whether the project owner can find the scope, identify the next tasks and explain who is responsible. Confirm which capabilities fit your current Project Operations deployment.
What we do together
You work directly with Peter Beentjes. He brings business, technical and commercial understanding to the choices you need to make.
-
1. Understand the current work
Walk through everyday tasks with employees and review the existing configuration. Agree which problem matters most.
-
2. Use standard Microsoft functionality first
Check the capabilities available in your current setup and licences. Prefer configuration that your organisation can understand and manage.
-
3. Configure and test the change
Agree the change, test it in an appropriate environment and work through normal tasks and exceptions with your team before release.
-
4. Explain and hand over
Document the changes and the reasons behind them. Help employees use the setup and give its owners the information they need to maintain it.
What you leave with
An agreed handover, reviewed project configuration, tested planning and update tasks, and documentation your team can use after the engagement.
Start with the task that gets in the way
Tell us which application you use, what your team is trying to do and where the current setup makes that difficult. You do not need to know the technical answer.