Project Operations

Dynamics 365 Project Operations

Connect your project-centric business in one application

Drive project success and profitability with Project Operations

Get the visibility, collaboration, and agility needed to drive success across your project-centric business—from prospects to payments to profits.

Deliver exceptional deal management experiences

Win more bids with better contract management and more accurate project quotes, forecasting, estimation, and scope.

Simplify time tracking and expense management

Submit, approve, process, and reconcile time and expense entries on the go for faster reimbursement and client billing.

Optimize resource utilization

Ensure that you have the right people on the right projects through resourcing insights, scheduling, governance, and skills matching.

Drive success through enhanced project management

Flexibly manage projects with easy-to-use embedded Microsoft Project capabilities including Kanban boards and Gantt charts.

Maximize profitability with streamlined project financials

Manage your project accounting more accurately and recognize revenue compliant with International Financial Reporting Standards

Improve business acumen to drive success

Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data.

Improve deal management experiences

Customize resource-based costing and pricing

Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.

Leverage deal structures tailored for project-based organizations

Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.

Shorten the deal cycle

After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.

Manage your pipeline with a unified sales dashboard

Consolidate your customer data into a single view using the built-in integration with Dynamics 365 Sales to get actionable insights for personalized customer engagements.

Drive success through enhanced project management capabilities

Give project managers the tools they need to succeed

Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.

Estimate and track projects efficiently

Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress.

Collaborate easily across the project lifecycle

Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.

Adapt your project with key insights

Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.

Optimize resource profitability

Maximize your resource utilization

Easily distribute workloads across your resources for optimal execution on project delivery needs.

Align the right people to the right projects

Maintain resource profiles to easily match people’s skillsets with projects. Rate skills easily with proficiency models that adapt to your unique business needs.

Anticipate resourcing needs with intelligent scheduling

Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.

Drive business performance through streamlined project financials

Recognize revenue accurately and on time

Support your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS).

Improve cash flow by invoicing customers quickly

Manage billing queues and add ad-hoc transactions for more precise invoicing. Add details and group transactions to customize invoices for optimal review and reconciliation.

Manage your project accounting with higher accuracy

Leverage project cost and revenue profiles for fixed-price or time and materials billing through a combination of accounting rules for cost and revenue, accruals, and postings.

Expand to a service-centric ERP system

Use the integration with Dynamics 365 Finance or use open APIs with an external enterprise resource planning (ERP) system to extend to accounts payable, accounts receivable, and general ledger capabilities.

Improve visibility for greater business impact

Visualize key insights for fast, informed decisions

Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.

Democratize data to eliminate silos

Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.

Why Dynamics 365 for Project Service Automation

Built-in dashboards for KPIs
Configurable CPQ engine
Invoicing, revenue recognition, and project accounting

Intuitive, flexible project management
Accurate project scheduling and tracking
Cross-team productivity in Microsoft Teams

Skillset matching to meet project demands
Easy resource workload distribution
Intelligent scheduling to anticipate needs