Dynamics 365 Project Operations
Dynamics 365 Project Operations
Microsoft Dynamics 365 Project Operations unites executives, sales, HR, project management and finance teams in one application to win more deals, accelerate project execution and maximize profitability.
Managers gain insights into the business to increase visibility across teams, data and operations, and leverage AI capabilities for better, faster business decisions.
Sales can close more deals and accelerate the sales cycle with fast and accurate quotes, flexible pricing, and a seamless transition from forecast to execution.
HR can optimize staff utilization by matching people with the right skills to the right projects. This alignment improves quality and helps retain top performers.
Project managers can accelerate project delivery with modern, integrated project management tools that leverage familiar, easy-to-use Microsoft Project capabilities.
Team members can improve productivity, collaboration and visibility thanks to integrated Microsoft Teams and report time and expenses regardless of location.
Finance can simplify project accounting with time and cost tracking, project costing, budgeting, invoicing, revenue recognition, compliance, and assessing key business health indicators.
Dynamics 365 Project Operations – can be linked to the following Dynamics 365 products:
- Dynamics 365 Finance
- Lifecycle Services
- Microsoft Power Automate
Project Operations deployment types
Project Operations supports multiple deployment options to meet your needs. Whether you are new to Dynamics 365 or an existing customer, Project Operations can support your needs.
The lite deployment includes the following capabilities:
– Sales process for projects that extends Dynamics 365 Sales application experiences
– Project planning using Microsoft Project for the Web
– Multi-dimensional pricing
– Unified resource management
– Time tracking
– Basic expense
– Material usage
– Project Budgeting and Time-Phased forecasting
– Subcontracting
– Proforma invoicing for Project manager’s review and edits
The Project Operations for resource/non-stocked scenarios includes the following capabilities:
– Sales process for projects that extends the Dynamics 365 Sales application
– Project planning using Microsoft Project for the Web
– Multi-dimensional pricing
– Unified resource management
– Time tracking
– Basic expense
– Full expense with Receipt OCR
– Material usage
– Project Budgeting and Time-Phased forecasting
– Subcontracting
– Proforma and customer-facing invoicing
– Revenue recognition for projects
Project Operations for stocked/production order scenarios includes the following capabilities:
– Project planning using WBS
– Resource management
– Time tracking
– Full expense
– Receipt OCR
– Full invoicing
– Revenue recognition
– Production orders
– Stocked materials support with inventory
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