Project planning in Project Operations

The story

The webinar shows how to effectively plan projects using Microsoft Dynamics 365 Project Operations.

What this means for the work

Participants learn how to book resources directly from the project or via the planning board.

The video shows how to manage estimates, as well as time and material requirements, in projects.

The demonstration or announcement 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 planning and resource requirements reviewed in webinar series

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

A project plan needs to describe both the tasks and the resources required. Dependencies affect when work can start and finish. The series showed how these can be followed up in Project Operations.

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