Dynamics 365 Project Operations capabilities
Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams within a single solution to help you win more deals, accelerate project delivery, and maximize profitability. It enables businesses to drive success through enhanced project management and optimize resources to complete projects efficiently.
Intuitive and flexible, Dynamics 365 Project Operations enables companies drive project success and profitability
- Opportunity Management
- Enhanced Project Management
- Intelligent Resource Scheduling
- Time Tracking and Expense Management
- Streamlined Project Financials
Customize resource-based costing and pricing
Offer flexible pricing and more accurate quotes for customers using costing variations based on geography and local market economics.
Use deal structures tailored for project-based organizations
Use adaptable billing models that meet your customers’ cash flow requirements. Create fixed-price, time and materials, or retainer-type contracts for your projects.
Sales pipeline management with a unified dashboard
Project Operations has a built-in integration with Dynamics 365 Sales to consolidate customer data into a single view to produce actionable insights for customer interactions.
Give project managers the tools they need
Improve worker efficiency with embedded Microsoft Project functionality including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
Track projects efficiently
Estimate and track projects accurately in Project Operations by developing estimates for labor, expenses, and materials, and monitor planned-to-actual consumption while projects are in progress.
Teamwork in Microsoft Teams
Project Operations seamlessly integrates with other Microsoft solutions to empower teams to be more productive. Process quotes, orders and submit invoices all within Outlook. View Project Operations data directly within Microsoft Teams for greater collaboration.
Maximize your resource uses
Align the right people with the right skillsets to the right projects by creating resource profiles. Rate skills with proficiency models to ensure the qualified resources are matched with the appropriate tasks.
Anticipate resourcing needs with intelligent scheduling
The Universal Resource Scheduling tool streamlines scheduling with relevant skills-based assignments and up-to-date visibility into resources’ availability.
Manage resources across your organization
Distribute workloads evenly across your resources with an easy-to-read dashboard displaying resource availability.
Submit time and expenses on the go
Use the mobile app or web browser to track time with the intuitive time entry feature. Create expense lines automatically from uploaded receipts to save time.
Ensure accurate reporting and approvals
Configure rules and set up automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting. Make it easy for team members to comply with time and expense policies.
Unify your time and expense processes
Both time and expense entries allow cost to be calculated as task progress with automatic reporting to a supervisor or project manager. Track progress on how much time or expenses have been allocated to a specific project.
Recognize revenue accurately and on time
Project Operations includes revenue recognition compliant with International Financial Reporting Standards (IFRS) to support your company’s adherence to accounting practices.
Invoice customers quickly and more precisely
Improve cash flow by invoicing customers quickly using group transactions and adding details for optimal review and reconciliation. Manage billing queues and add ad-hoc transactions.
Higher accuracy project accounting
Use a combination of accounting rules for cost and revenue, accruals, and posting. Extend Project Operation’s functionality by integrating with Dynamics 365 Finance or use open APIs to connect to another ERP system.
Get co-funding from Microsoft to explore Project Operations
Discover the transformative power of Dynamics 365 Project Operations to integrate your project management with co-funding from Microsoft. All or part of the cost of a workshop or pilot could be eligible for coverage by Microsoft. Rand Group offers a 3-day roadmap workshop or 3-week pilot to help you visualize your future state solution with Project Operations. Work with our team of operations specialists, integration engineers, and analytics consultants to identify high value initiative to deliver business success.
3-day workshop to build your project management roadmap
In this one-on-one workshop, Rand Group will guide you through prioritizing high-value transformation scenarios to help you achieve ongoing project innovation. At the end of the engagement, we deliver a roadmap to success and execution plan for next steps.
3-week pilot to visualize and evaluate project operations
Visualize how Dynamics 365 Project Operations can optimize your project management with a 3-week personalized pilot. Rand Group will run a live simulation using your data and business processes to demonstrate to key stakeholders how Project Operations can help transform your business.
How much does Dynamics 365 Project Operations cost?
Dynamics 365 Project Operations is subscription-based and is available to license per user or device. Pricing is determined by the number of users or devices to make it affordable and flexible for every size organization.
How much does Dynamics 365 Project Operations cost?
Dynamics 365 Project Operations is subscription-based and is available to license per user or device. Pricing is determined by the number of users or devices to make it affordable and flexible for every size organization.
Choose your next step with Project Operations
Ready to take the next step with Dynamics 365 Project Operations? Rand Group is a certified Microsoft gold partner offering a variety of services to support your organization through the journey to digital transformation. Learn about our implementation methodology, get support for an existing implementation, or unlock a free Dynamics 365 Project Operations trial to see if this is the right solution for your business.
Free Trial
Unlock a 30-day Dynamics 365 Project Operations free trial to see how the all-in-one solution for project-centric businesses can drive success through enhanced project management. Use your own data or a set of sample data in the trial environment, with Rand Group’s solution experts guiding you every step of the way.
Implementation
Rand Group has perfected the implementation methodology from the initial Envisioning and Design phase to Deployment and User Adoption. Our best practices, documentation, and tools are designed to help you implement effective technology strategies.
Support
Already using Dynamics 365 Project Operations? A Rand Group support plan provides access to a dedicated team of experts committed to helping unlock the full potential of your investment. Support includes customization, user training, integrations, and reporting solutions.
Extend Project Operations to do more for your business
Dynamics 365 contains a range of purpose-built applications that all seamlessly connect together. Connect your data across the entire Microsoft stack to build on the power of Project Operations to transform your operations.
Dynamics 365 Sales
Combine the power of sales force automation with AI-driven insights to provide your prospects and customers with unique, personalized experiences that can build trust and close more deals.
Dynamics 365 Field Service
Harness the power of machine learning, mixed reality, and IoT technology to deliver the right resource at the right time to the right place. Empower your technicians to resolve cases faster and more effectively.
Power Platform
A set of low or no code tools that can combine hundreds of other apps to build robust business solutions. It enables organizations to better analyze data, automate processes, build custom applications, and create virtual agents.
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