Synopsis:

Dean and Jordan will give an overview of the capabilities and functionality of Microsoft Dynamics 365 for Project Operations. They will provide an overview of how Project Operations fits into the Microsoft Cloud and provide a "day in the life" walkthrough of Project Operations from a project manager's perspective.

In this session, they will cover:
1. Project Initiation

• Project Creation
• WBS Creation
• Assignment of Resources
• Linking and Attaching Project Documents, and
• Leveraging Project Templates

2. Project Management, Follow-Up, and Reporting

• Time and Expense Approvals
• Invoice Creation and Approval
• Project Status and Risk Management
• Project Reporting

3. Project Closure

• Project Completion
• Linking Project to Financials
• Transition to Support, and
• Additional Reporting

Along the way, Dean and Jordan will highlight key, out-of-the-box integrations to Microsoft Project, Dynamics 365 for Finance, Microsoft Outlook and Microsoft Teams.

Learning Objectives:

• Learn how to initiate and plan projects in D365
• Learn to schedule and monitor project resources and budgets in D365
• Report on project status, budgets and utilization
• Understand how Project Operations leverages the Microsoft Cloud

PDUs:

1.0 (Technical 1.0)

Agenda:

12:00 - 12:05 PM - Welcome and introduction - Nick Stoop
12:05 - 12:45 PM - Presentation

12:45 - 12:55 PM - Q&A
12:55 - 1:00 PM - Closing remarks

Fees:
PMI Toronto Members (login prior to registering) - No fee
Non-Members and Guests - $15.00 +HST

Speakers:

Dean Damon, Project Operations Architect

Dean has a background in industry accounting, where he was the controller of a heavy equipment company. As a controller, he supervised and maintained 700+ projects per year. Typical projects would have time, materials, and purchase orders associated with detailed budgets to provide accurate forecasting.

Dean currently works as a presales solution architect focused on finance and project operations for sa.global, a Microsoft Gold Partner with global operations. Dean has an industry focus on professional services and project manufacturing companies whose key needs include all areas of project management, project operations, and project accounting. When Dean is not working directly with customers, he collaborates with sa.global’s product team and Microsoft to help improve functionality and bring relevant products and accelerators to market.

Jordan Prapant, Senior Project Manager

Jordan is a determined consultant and project manager that worked as both for the past 8 years, specifically on Microsoft products. His daily activities as a Project Manager make him a valuable asset in this presentation to give deeper meaning to the solution that Dean will showcase.

Nick Stroop, Sales Executive

Nick began his career as a Project Manager, leading software implementation projects for clients in Australia. Following several years on the delivery side, Nick moved into Sales where he worked with large enterprise companies across a number of industries to define and implement Microsoft Dynamics ERP, CRM and Business Intelligence solutions.

At sa.global, Nick is a Sales leader focused on delivering exceptional business outcomes and building lasting relationships with his clients as they modernize their enterprises with technology.