Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations is a new Dynamics 365 application (launched in October 2020). The solution includes capabilities from Microsoft Project and project management accounting functionalities of Microsoft Dynamics 365 Finance, to deliver a single application for everything you need to run your project operations – from quote to accounting and delivery.

The seamlessly integrated offering connects sales, resource management, project management, and accounting teams, to provide greater visibility, agility, and collaboration across the project operations business cycle. While the application is powerful on its own, its ability to work in tandem with other Microsoft Dynamics 365 applications (such as SalesFinanceMarketing, etc.) and the Microsoft Power Platform, empowers you to analyze, act, and automate across the organization to transform your services-business from ground up.

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Data Management

  • Customizable pricing and costing based on geography and local market economics

  • Deal structures tailored for project-based organizations

  • Standardized templates for flexible pricing and developing accurate quotes

  • Comprehensive pipeline management and a unified sales dashboard to consolidate customer data

  • Low code/ no-code customizable sales processes

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Delivery Team

  • Submit, approve, and reconcile time and expenses via the mobile app or a browser from anywhere

  • Policies, approvals, and reporting features for visibility and control of expenses

  • Track expenses in a variety of currencies while integrating with project accounting, payroll, and invoicing

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Project Management

  • Embedded Microsoft Project capabilities including accessible dashboards, task management, scheduling, and more

  • Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption

  • Use built-in insights to understand how projects are trending

  • Microsoft Teams integration for meetings, document sharing, and more

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Finance

  • Built-in multicurrency, project financials, and revenue recognition compliant with International Financial Reporting Standards (IFRS)

  • Manage billing queues and add ad-hoc transactions

  • Customize customer invoices with style and design options

  • Quickly review project statements and forecast cash flows

  • Project cost and revenue profiles for fixed-price or time and material billing

  • Extend financial capabilities thanks to built-in integration with Microsoft Dynamics 365 Finance

  • Ability to use open APIs with an external ERP system

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Resource Management

  • Distribute workloads equally across resources for optimal project delivery execution

  • Maintain resource profiles to easily match people with projects as per their skills

  • Rate skills easily with proficiency models

  • Universal Resource Scheduling to anticipate resourcing and streamline scheduling

Microsoft Dynamics 365 Project Operations: Benefits

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  • Improve agility and profitability with greater visibility.

  • Win more deals with a connected sales team.

  • Deliver better client experiences and unlock larger profit potential.

  • Streamline processes and improve quality of work.

  • Optimize project economics with costing, budgeting, invoicing, and revenue recognition.

  • Foster best practices and ensure compliance for processes.

  • Improve cash flows by invoicing clients quickly and more precisely.

  • Drive business performance through streamlined project financials.

  • Foster better teamwork with greater project lifecycle collaboration.

Delivery Projects on-Time and on-Budget, every time