Dynamics 365 Project Operations

On-time and on-budget projects start with detailed project planning. D365 Project Operations gives your team the tools they need to plan projects and make necessary mid-project adjustments. Native integration with Dynamics 365 Sales connects your sales and project teams. Utilize project scheduling tools and interactive Gantt charts. Use dashboards that are meant to be customer-facing(change) for cost, project time, and added value. Track planned-to-actual costs.

Dynamics 365 Project Operations is built to extend Dynamics 365 Sales for advanced project-based opportunity management. Evaluate opportunities using project costing, quote creation, and additional fields and ribbon actions. Your business process flows will be supported through each stage of the sales process: from lead qualification to closing the sale.

Make better scheduling decisions and assign the right resources to the right jobs with Dynamics 365 Project Operations. This system lets you create adaptable proficiency models and schedule resources based on those models. This optimizes resources among projects based on their unique skillsets. Having the right people on the right projects and optimizing resource utilization helps drive profitability.

Dynamics 365 Project Operations integrates with Microsoft Teams, meaning the resources your team needs for project success are in one easily accessible place.

Simplify time and expense management with mobile capabilities, automated workflows, and configurable policy rules.

Dynamics 365 Project Operations offers the flexibility of submitting time entries anyplace through a mobile device or desktop. Time is easy to enter or import.

The expense report process is streamlined in Project Operations. Automate workflows upon expense report submission and utilize out-of-the-box policy rules that help support compliance. Customizable policy rules can also be configured.

D365 Project Operations allows for different billing methods to be used throughout the project. This is achieved through a task-based billing setup in which tasks can be treated differently by the system. Using this setup, tasks can be billed using a fixed fee or T&M. Billing is simplified for your team members, who do not have to memorize which tasks are fixed fee and which are T&M.