Dynamics 365 Project Operations
Drive project success and profitability with Project Operations
Deliver exceptional deal management experiences
Simplify time tracking and expense management
Optimize resource utilization
Drive success through enhanced project management
Maximize profitability with streamlined project financials
Improve business acumen to drive success
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