Dynamics 365 Project Operations

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

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.

Use 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; Use standardized templates to quickly develop a detailed estimate, a schedule, and pricing for the quote.

Manage your pipeline with a unified sales dashboard; Consolidate your customer data into a single view using the built-in interoperation 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 to budget; Develop accurate estimates for labor, expenses, and materials, and track budget-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.

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

Forecast trends for the duration of a project; Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.


Optimize resource utilization

Maximize your resources; Easily distribute workloads across your resources to optimize project delivery.

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

Anticipate resourcing needs with intelligent scheduling; Streamline scheduling with relevant skills-based assignments and up-to-date visibility into resources’ availability using universal resource scheduling.


Simplify time tracking and expense management

Submit time and expenses on the go; Use the mobile app or a browser to itemize expense entries, approve and review expenses, and receive expense-related notifications from anywhere.

Make team member 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 for time and expense submissions, approvals, and reporting to comply with required policies.


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; Set up project cost and revenue profiles for fixed-price or time and materials billing using accounting rules for cost and revenue, accruals, and postings.

Expand to a service-centric ERP system; Interoperate 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.

Create forecasting snapshots; Generate budget and time snapshots to forecast in resource and non-stocked deployments.



For more information!