Ensure Project Success with Dynamics 365 Project Operations

Connect Your Project-Centric Business in One Application

Drive project success and profitability by connecting project planning, resource management, and financials in a single platform. With real-time insights and collaborative tools, Microsoft Dynamics 365 Project Operations transforms project management workflows, enabling teams to deliver on time and within budget.

Design & Development

Business Assessment

Drive Success through enhanced project management capabilities

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

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.

Dynamics 365 Project Operations workflow

Esitmate and Track projects efficiently with Dashboards

Simplify time tracking and expense management

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

Submit time and expense on the go Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images. Make team members compliance easier Give your teams easy-to-use time and expense tracking tools to support policy compliance. Ensure accurate reporting and expense policy adherence Use configurable rules and automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting.

Drive business performance through streamlined project financials

Simplify project financial management with Dynamics 365 Project Operations, offering robust tools for budgeting and forecasting. Gain real-time visibility into project costs and revenue to optimize financial performance and ensure profitability across every engagement.

Recognize revenue accurately and on time Use the integration with Dynamics 365 Business Central, Finance or use open APIs with an external ERP to extend to accounts payable, accounts receivable, and general ledger capabilities. Improve cash flow by invoicing customer 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.

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Connect Your Project-Centric Business in One Application

Drive Success through enhanced project management capabilities

Simplify time tracking and expense management

Drive business performance through streamlined project financials

Steve Ewing, Vice President

Need a New Microsoft CRM Partner?

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