Project Operations from a project manager's perspective

The story

The article describes a webinar on Microsoft Dynamics 365 Project Operations as a project management tool.

What this means for the work

Project Operations provides control over resource allocation, schedules, budgets, and project risks.

The webinar explains how modern project management and increasing project complexity create a need for such tools.

The demonstration describes platform capabilities; it does not show that every organisation will obtain the same result. Forrester reported high CRM adoption but low overall satisfaction in August 2023, a useful counterweight when assessing new features.

A 2022 Forrester analysis linked weak CRM outcomes to unclear strategy, insufficient governance and poor change management. Technology has to be tied to defined processes, roles and outcomes. Training and follow-up after launch are part of the implementation.

A bounded trial is often more informative than a long feature list. Leaders can choose one process, agree what data must be recorded and measure whether the work becomes easier or more accurate. Integration, access control and long-term process ownership should be decided at the same time.

Sources and perspectives

ProsessPilotene: Project Operations demonstrated from the project manager’s perspective

Forrester: High CRM Adoption But Low Satisfaction (15 August 2023)

Forrester: Poor Change Management Kills CRM Success (3 October 2022)

Forrester: Knowing When To Migrate To An Industry CRM (26 April 2024)

Practical follow-up

The walkthrough started with the project manager's tasks. Plans, resources and financial follow-up need to use the same project information. Otherwise, teams can end up with different views of progress and costs even when they use the same solution.

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