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While working with the Microsoft Business Process Catalogue (MBPC) and aligning it with our internal Process Framework, I encountered a surprising gap: there is no clearly defined process for starting a new project. The catalogue provides excellent coverage for project operations—covering moderation, billing, and change management—but the initial step of creating or initiating a project seems absent
One option could be:
Trigger:
Opportunity won or pre-sales project approved.
Actions:
Create project in Dynamics 365 Project Operations or F&O.
Assign roles (Project Manager, Account Owner).
Link to WBS and governance templates.
Outputs:
Project ID, governance checklist, initial budget.
I would suggest adding “Start Project” as a Level 3 process under Project to Profit in the catalogue.
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Hi there,
While working with the Microsoft Business Process Catalogue (MBPC) and aligning it with our internal Process Framework, I encountered a surprising gap: there is no clearly defined process for starting a new project. The catalogue provides excellent coverage for project operations—covering moderation, billing, and change management—but the initial step of creating or initiating a project seems absent
One option could be:
Trigger:
Opportunity won or pre-sales project approved.
Actions:
Outputs:
I would suggest adding “Start Project” as a Level 3 process under Project to Profit in the catalogue.
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