Dynamics 365 for Project Operations

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Dynamics 365 Project Operations

Take control of your projects from start to finish

Dynamics 365 Project Operations is a cloud-based solution that helps businesses of all sizes manage projects from start to finish. It provides a comprehensive set of features for project planning, execution, and monitoring, as well as collaboration and communication tools to keep everyone on the same page.

How Dynamics 365 for Project Operations can help you

Maximize resource utilization
  • Real-time scheduling ensures the right people are on the right projects at the right time.
  • Integration with MS Office encourages teamwork and efficient communication across your workforce.
Take control of projects
  • Real-time KPI tracking enables you to respond swiftly to project changes and risks.
  • Secure customer portal facilitates customer collaboration on quotes, scope, and resources.
  • Integration with Microsoft Project provides a unified view of your business.
Streamline sales collaboration

Direct integration with Dynamics 365 for Sales enables you to create project contracts, track labor rates, and generate statements of work seamlessly.

Adapt to changing needs
  • AI-driven insights guide your teams to optimal outcomes.
  • Secure Microsoft cloud platform simplifies global infrastructure management with top-notch security and compliance.
  • Flexible platform automates processes across different applications and systems.
Financial management for projects
  • Manage your billing queues, ad-hoc transactions, and invoices in one place to reduce the risk of billing errors.
  • Track project costs and revenue in real time to accurately forecast your cash flow and improve cash flow forecasting.
  • Gain a complete view of your project finances to make better resource allocation and pricing decisions, thus enhancing financial decision-making.

Features of Dynamics 365 Project Operations

Dynamics 365 Project Operations provides a comprehensive and battle-tested suite of capabilities that seamlessly cover the entire project life cycle.

  • Project planning:
    Collaborate on estimates using templates and ensure that your sales and project managers are on the same page.
  • Resource scheduling:
    Assign the best consultants to each project based on their skills, availability, and interest.
  • Mobile productivity:
    Equip your team with powerful, easy-to-use mobile apps for iOS, Android, and Windows.
  • Time and expenses:
    Simplify time and expense management for your employees with desktop, web, and mobile apps.
  • Service analytics:
    Identify actionable trends across your organization using customizable dashboards and scoreboards.
  • Manage solution selling:
    Create, collaborate, and manage product-based and project-based sales opportunities.
  • Project management:
    Plan and deliver successful projects using a predictable, customer-centric service delivery model.
  • Optimize resources:
    Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.
  • Time and expenses:
    Enter time and expenses for each project you are working on to ensure customers are billed correctly and to receive credit for the work you have completed.
  • Forecast project profitability:
    Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.
  • Project billing:
    Bill on a time and materials basis or bill project work as a fixed price with billing milestones that spread costs in fixed installments for the value of each contract line.
  • Project analytics:
    Inbuilt Microsoft Dynamics dashboards and reports tell you where you stand on each project. Use a Resource Manager dashboard for real-time reporting of utilization metrics for individual resources and role types.

Dynamics 365 Project Operations pricing

Full Users Full users possess licenses that grant them unrestricted access to the complete range of Dynamics 365 Project Operations features. You can combine multiple Dynamics 365 apps, leading to cost savings on additional licenses.

Team Members Team member licenses are designed for users with light usage needs in Dynamics 365 Project Operations, primarily for specific scenarios like time and expense approval.

Full Users
Per user per month
Team Member
Per user per month

Our Dynamics 365 Project Operations services

Ready to move forward with Dynamics 365 Project Operations? We are a Microsoft Gold partner with the expertise to help you implement, consult, and support your new CRM system. We also offer maintenance and training services to keep you up-to-date and running smoothly.

Dynamics 365 Project Operations Implementation

We help you carefully plan, expertly install, and configure Dynamics 365 Project Operations to meet your specific needs.

Dynamics 365 Consulting

Expert advice and guidance allow you to leverage Dynamics 365 Project Operations for enhanced business processes.


Keep your Dynamics 365 Project Operations system up-to-date with the latest security and software updates.


Provide training on using Dynamics 365 Project Operations to help your employees make the most out of the system.

Dynamics 365 Project Operations Support

Receive 24/7 support services for quick issue resolution and top performance with Dynamics 365 Project Operations.

On-demand services

Our team works on-demand—you only pay for the hours and services used—without being tied to a subscription model.

Benefits of On Demand Services

When you engage our On Demand Services for Microsoft Dynamics, you are engaging an entire pool of scalable, certified resources that seamlessly fill your skill gap and demand gap.

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