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Microsoft Dynamics 365 Project Operations

Gain the visibility and agility to deliver
projects on time and within budget

Connect teams to enhance project success across
service operations from prospect to cash

Microsoft Dynamics 365 Project Operations is a new Dynamics 365 application (launched in October 2020). Combining the capabilities of Microsoft Project and the project management accounting functionalities of Microsoft Dynamics 365 Finance, it delivers 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 Sales, Finance, Marketing, etc.) and the Microsoft Power Platform, empowers you to analyze, act, and automate across the organization to transform your services-business from ground up. sa.global, an 11-time Microsoft Partner of the Year winner, is well-positioned to help you transform your project-planning-and-implementation cycle as your Dynamics 365 Project Operations implementation partner.

Learn about evergreen + empower, our industry solutions built on Microsoft Dynamics 365.

Microsoft Dynamics 365 Project Operations: Features

Microsoft Dynamics 365 Project Operations is a comprehensive project management software. It comes bundled with tools and capabilities to unify all aspects of project-based services. Now, your team can access information and real-time analytics needed to track and deliver projects on time and within budget.

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
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
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
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
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

Dynamics 365 pricing increase: Take action now and save!

Renew your Dynamics 365 subscription before October 1, 2024, to save 13% on Dynamics 365 Project Operations.

Microsoft Dynamics 365 Project Operations: Benefits

  • 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

How much will this application cost?

Transform your business with Dynamics 365 consulting services

Elevate your business to new heights with our Dynamics 365 consulting and support services. We specialize in Microsoft business application consulting, providing expert guidance and support for ERP and CRM implementations. Partner with us to unlock the full potential of Dynamics 365 Project Operations to optimize project management for your business.

Explore our Managed Services for ongoing support and optimization of your Dynamics 365 environment.

FAQs

Dynamics 365 Project Operations is Microsoft’s cloud-based project management solution that helps organizations streamline their entire project lifecycle. As a comprehensive project management system, it brings together sales, resource management, project management, and project financials into a single platform, giving you a 360-degree view of your projects.

The cost of Dynamics 365 Project Operations depends on your specific needs and the features you choose. sa.global offers a variety of licensing options to fit your budget. Explore our Dynamics 365 Pricing and Licensing guide to learn more about the different plans and how they can benefit your business.