Dynamics 365 Project Operations
Connect sales, resourcing, project management, and finance in one unified platform.
Dynamics 365 Project Operations for Professional Services is an end-to-end solution that unifies project management, resource allocation, time tracking, and financial management to help consulting and service-based businesses deliver projects profitably and efficiently.
By breaking down silos between sales, delivery, and finance, Project Operations eliminates the common pitfalls that cause projects to be late and over budget.
● Finance has accurate, real-time revenue recognition and cost control.
● Project Managers have the tools and visibility to control scope, resources, and timeline.
● Sales can confidently price and scope projects based on historical performance data.
Benefits for Professional Services Firms:
● Improve project profitability and resource utilization
● Streamline quote-to-cash processes
● Enhance client satisfaction with transparent delivery
● Make data-driven decisions with real-time insights
Integration Benefits:
● End-to-end business process automation
● Single source of truth across departments
● Real-time data synchronization
● Enhanced collaboration and productivity
Key Capabilities for Professional Services:
1. Project Planning & Resourcing
● Resource Management: Match the right consultants to projects based on skills, availability, and cost.
● Project Estimation: Create accurate quotes, proposals, and statements of work (SOW).
● Scheduling: Plan project timelines and milestones with integrated tools.
2. Financial Management
● Project Costing: Track time, expenses, and materials against project budgets.
● Billing & Invoicing: Support for fixed-price, time-and-material, and milestone-based billing.
● Revenue Recognition: Automate revenue allocation based on project progress.
3. Operational Efficiency
● Time & Expense Capture: Mobile-friendly entry and approval workflows.
● Project Tracking: Real-time dashboards for project health, profitability, and progress.
● Client Collaboration: Portals for client communication and document sharing.
4. Business Intelligence
● Profitability Analysis: Monitor project margins with Power BI integration.
● Forecasting: Predict resource needs and revenue using AI insights.
What is Dynamics 365 Project Operations?
Dynamics 365 Project Operations for Professional Services is an end-to-end solution that unifies project management, resource allocation, time tracking, and financial management to help consulting and service-based businesses deliver projects profitably and efficiently.
In essence, it transforms project delivery from a reactive, high-risk endeavor into a predictable, profit-driving engine for the business.
About Dynamics 365 Project Operations
Dynamics 365 Project Operations enables organizations to ``deliver profitable projects on time, every time.``
Key Benefits:
● Improved Project Profitability – Real-time visibility into project financials
● Enhanced Resource Utilization – Optimal allocation of people and skills
● Streamlined Operations – Automated processes from quote to cash
● Better Decision Making – AI-powered insights and analytics
● Increased Customer Satisfaction – Professional delivery and transparent communication
Integration Capabilities:
● Native integration with Dynamics 365 Finance, Sales, and Customer Service
● Connects with Microsoft 365 (Teams, SharePoint, Outlook)
● Power Platform for customizations and extensions
● Azure services for advanced analytics and AI
Dynamics 365 Project Operations is particularly valuable for professional services organizations, IT consultancies, marketing agencies, and engineering firms looking to standardize their project delivery processes while maintaining financial control and visibility.
Core Capabilities:
1. Project Planning & Management
● Create detailed project plans with tasks, timelines, and dependencies
● Track progress against milestones and deliverables
● Manage project scope, risks, and issues in real-time
2. Resource Management
● Match the right resources to projects based on skills, availability, and location
● Optimize resource utilization across your organization
● Forecast future resource needs and capacity planning
3. Time & Expense Management
● Streamline time and expense capture with mobile-friendly interfaces
● Automated approval workflows for timesheets and expense reports
● Real-time tracking of project costs against budgets
4. Project Accounting & Billing
● Support for various billing methods (time & materials, fixed price, milestone)
● Automated invoice generation and revenue recognition
● Comprehensive project costing and profitability analysis
5. Sales & Proposal Management
● Create professional quotes and proposals
● Track opportunities through the sales pipeline
● Smooth handoff from sales to delivery teams
Dynamics 365 Project Operations Capabilities
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