What is Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations is an end-to-end business application for all things project management, from project planning to team collaboration and beyond. As part of the Microsoft Cloud, Project Operations includes out-of-the-box integrations to connect cross-functional teams. Managers have visibility across the project, including access to KPI-rich dashboards and planned-to-actual tracking. Increased visibility and insights across projects can lead to success and profitability.

Dynamics 365 Project Operations Features & Capabilities

Project Planning

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 planning

Opportunity Management

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.

Resource Management

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.

Team Collaboration

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

Time & Expense Management

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.

Billing

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.

Why Use Dynamics 365 Project Operations?

Microsoft Dynamics 365 Project Operations integrates with many other products across the Microsoft suite, such as Dynamics 365 Finance and Dynamics 365 Supply Chain, creating an end-to-end tool and connecting teams.

Accurately track project progress and planned-to-actual data to drive project success and profitability.

Dynamics 365 Project Operations Pricing

Microsoft offers transparent pricing available to view at any time. Find up-to-date Dynamics 365 Project Operations subscription pricing from Microsoft.

Demo Dynamics 365 Project Operations

You can find Microsoft Dynamics 365 Project Operations demos and trials on Microsoft’s site.

Dynamics 365 Project Operations Training

If you are wondering what D365 Project Operations would look like at your business, Stoneridge Software is here to help you visualize the solution – from the basics to eye-opening possibilities.

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Why Partner with Stoneridge Software?

We support the entire Microsoft Dynamics range of products in addition to Power Platform and Microsoft 365. We collaborate with you from before your project begins, to working with our pre-sales architects, to implementation, delivery, and support.  We have a team of solution architects, business analysts, and functional and technical consultants. We provide you with ongoing education to help you win with Microsoft business solutions.

Stoneridge Software Client Success Stories

We have implemented and supported many clients across the Dynamics suite of products.

Reach Out to Stoneridge Software for a Consultation Today

Are you interested in how Dynamics 365 Project Operations can drive your organization’s project success? Reach out to our experts for a consultation.