Dynamics 365 for Project Operations

Project Service Automation is now part of Dynamics 365 Project Operations

Dynamics 365 Project Operations connect sales, resourcing, project management, and finance teams within a single application to help win more deals, accelerate project delivery, increase productivity and maximise profits. Project operations offer project-based organisations a single platform to record time, tasks, expenses and resource allocation. Timekeeping, project tracking, opportunities, revenue management, and project operations can all be performed within the project operations application. Project Operations will help you progress your projects to successful completion.

Capabilities of Dynamics 365 for Project Operations

Dynamics 365 for Project Operations can be tailored to fit your unique requirements to help your business analyse, act and automate. Project Operations includes the following components:

Opportunity management

Complete visibility into project-based opportunities allows business leaders to identify and pursue opportunities at the right stage.

Project planning

Project planning provides a platform for project managers to collaborate with their internal and external teams to estimate and scope the project work, visualise costs, effort and profitability.

Resource allocation and utilisation

Resource management allows project managers to predetermine the scope, time and effort required for a project. This ensures they have the right people assigned to projects through resourcing insights, scheduling, governance and skills matching.

Time and expense management

Time and expenses management is simplified with configurable process flows for submitting, approving and reconciling time and expense entries from anywhere.

Invoicing and billing

Project operations provide project managers with a single location to review, override, track overruns and approve project costs in real-time. Dynamics 365 for project operations offers seamless integration with common accounting applications such as Xero and Quickbooks, making it easy to generate customer invoices.

Project analytics

Management gets complete visibility into project metrics, including project costs, statuses and resource (skill/talent) utilisation enabling them to take action at the right time.

Benefits to your business

Drive project success and profitability across your project-centric business and gain the following benefits to your business:

Improved customer satisfaction ratings: Ratings help project teams give customers accurate timelines and costs. Inbuilt management and forecast tools help teams keep on track and achieve project goals.

Empowered teams: Teams can update their profile and skills to help project managers effectively allocate them. Through the native scheduling tools, each resource can understand the high-level detail before commencing a project.

Real-time transparency: Resource management features mean the availability of resources can be checked easily, with real-time forecasting that predicts when resources will be in demand. This provides up-to-date transparency into the availability and utilisation of resources.

Discover Microsoft Dynamics 365

Find out how to leverage the power of Microsoft Dynamics 365 suite of solutions:

Are you interested in a solution that allows you to estimate and quote contract work, plan and assign resources, record time and expenses, gather real-time insights and generate accurate invoices? Fill out the form or call us on 1300 797 838 to speak to a certified Dynamics 365 consultant.