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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). 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 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 in this transformation covering the project-planning-and-implementation cycle.
Microsoft Dynamics 365 Project Operations: Features
Microsoft Dynamics 365 Project Operations is bundled with features and capabilities to unify all aspects of project-based services. Now, your team can access information and real-time analytics needed to 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
Resource Management
Delivery Team
Finance
Want to leverage these features in your organization?
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
