MicrosoftDynamics 365

Dynamics 365 Project Operations

Quote, staff, deliver and bill project work in one system, so you can see which projects make money.

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Dynamics 365 Project Operations, what the product delivers

Sound familiar?

  • Quotes, resourcing, time and invoices all live in different tools
  • Nobody knows which projects are profitable until they are over
  • Project managers cannot see who is available to staff a new job
  • Time and expenses arrive late and incomplete

Lead a profitable project-centric business

Empower your teams to win more contracts, optimize resource utilization, accelerate project delivery, and get business insights from sales to project financials.

Improve deal management experiences

Customize resource-based costing and pricing

Model 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.

Get answers from community portals

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

Set up voice channels

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.

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.

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.

What a Project Operations deployment costs

Clear ranges so you can plan a budget before the first call. Pick the tier closest to your situation.

Essential

A full deployment for a project-based business.

$80,000 to $130,000

one-time project

Get a fixed quote

Enterprise

Multi-entity or multi-country project operations.

Custom

Talk to an expert
  • A range becomes a fixed price after a short scoping call. What moves a price: users and departments, data to migrate, integrations, and how much is configured versus built.
  • Optional annual support and managed governance starts at 18% of the project value per year (minimum $1,800). Changes after go-live are $85 per hour, or a prepaid 20-hour block for $1,600.
  • Prices exclude VAT (16% in Kenya) and withholding tax.

Not sure which fits? Tell us your team size and what you use today and we will point you to the right option.

Questions we hear most

Who is Project Operations for?

Organizations whose business is projects: consultancies, contractors, agencies and professional services firms.

Does it cover time and expenses?

Yes. Team members can submit time and expenses on the go, with policy checks built in.

Can it handle project billing?

Yes. It supports invoicing, revenue recognition and project accounting, and can expand to a service-centric ERP.

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Interested in Dynamics 365 Project Operations?

Let's explore how it can work for your organization.

Talk to an Expert