Microsoft Dynamics 365 Business Central & Dynamics 365 Project Operations integration

Dynamics 365 Business Central (BC) and Dynamics 365 Project Operations integration combine project management and financial management into one workflow. By connecting Business Central’s ERP capabilities with D365 Project Operations’ project management tools, companies get end-to-end visibility into projects and finances, eliminate data silos, and ensure project managers, finance teams, and executives are all working with the same up-to-date information. This powerful integration enables organizations to optimize project execution and financial clarity at the same time.

Unlock the power of connected project and financial management

Connecting Business Central with Dynamics 365 Project Operations unifies your project and financial data. Information flows automatically between the two systems. For example, project budgets, actual costs, time entries, and expenses recorded in D365 Project Operations can sync into Business Central’s finance module, while customer accounts or invoices in Business Central can sync back to D365 Project Operations. This bidirectional sync provides a 360-degree view of project performance and profitability for all stakeholders. Managers get real-time insights into project progress vs. budgets, finance teams get instant updates on billable work in the pipeline, and executives get confidence that project financials are accurate and up-to-date.

Rand Group’s Dynamics 365 consulting team has extensive experience integrating these two powerful solutions. Our integration services enable your project managers, finance teams, and business users to operate with a unified, real-time view of both project progress and financial performance, enabling better decisions, faster billing cycles, and optimized resource utilization.

End-to-end visibility

Integration between Business Central and Dynamics 365 Project Operations gives your teams a single, real-time view of projects and financial data. Project managers and finance leaders can see budgets, actuals, and project status without switching systems or spreadsheets. This unified view enables faster, smarter decision making across your organization.

Faster invoicing & cash flow

Get paid faster by syncing time and expenses from Dynamics 365 Project Operations into Business Central. Automated invoicing reduces manual data entry and billing delays. Your organization gets faster payments, improved cash flow, and timely revenue recognition.

Greater efficiency & productivity

Connect D365 Project Operations and Business Central to automate tasks like expense reporting, invoicing, and revenue recognition. This automation eliminates duplicate data entry and manual reconciliation, so your teams can focus on higher-value work. The streamlined workflow improves accuracy and productivity while keeping your projects moving.

Ready to transform Project Operations?

Interested in connecting Dynamics 365 Business Central and Dynamics 365 Project Operations for your business? Sign up for a personalized integration assessment with Rand Group’s experts. We'll evaluate your current systems, workflows, and business goals to outline a clear roadmap for seamless integration, helping you unlock efficiency, accuracy, and real-time insights.

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Learn how to power up your projects

Learn how combining Business Central and D365 Project Operations can elevate your project-driven organization. In this recorded session from Community Summit NA 2024, Rand Group experts break down how these two platforms work together to streamline project execution, financial oversight, and resource planning.

Whether you’re working with tight project budgets or trying to unify disconnected systems, this session shows how a well-executed integration creates real business impact. See how organizations are using this solution to get real-time insights, reduce manual work, and scale with confidence on Microsoft’s cloud infrastructure.

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Streamlined time and expense management

Integrating Dynamics 365 Project Operations with Business Central simplifies time and expense management across your organization. Employees enter their hours and expenses once in D365 Project Operations, automatically syncing this critical data into Business Central for payroll, invoicing, and financial tracking. This unified workflow eliminates duplicate entries, reduces errors, and accelerates billing cycles, improving cash flow and project profitability.

Unified timesheets: Time logged in Project Operations instantly updates project costs and payroll in Business Central, ensuring prompt and accurate billing.
Seamless expense capture: Expenses from D365 Project Operations immediately sync with Business Central’s financial records, enabling faster approvals and reimbursements.
Faster, accurate billing: Approved time and expenses automatically flow into customer invoices, shortening billing cycles and ensuring accuracy without manual effort.

Real-time unified data and insights

One of the biggest benefits of Business Central and Dynamics 365 Project Operations integration is access to a real-time unified view of project and financial data. All your critical data is in sync, so you get data-driven insights that were previously difficult to get. With unified data available to all stakeholders, your organization gets instant insights, faster decisions, accurate financial management, and better project outcomes.

Unified reporting: Generate comprehensive dashboards combining project KPIs and financial metrics in real-time, providing one consistent view of project health.
Real-time decision making: Changes in project status, costs, or revenue immediately reflect across systems, enabling swift and informed adjustments to resources and budgets.
Complete financial visibility: Instantly track revenue, incurred costs, and projected financial outcomes for confident, strategic financial management across projects.

Why choose Rand Group for your Business Central Dynamics 365 Project Operations integration

Decades of experience

With years of experience implementing and supporting Microsoft Dynamics 365 Project Operations and Business Central, Rand Group brings deep industry expertise to every project. Our team understands your unique business needs and leverages best practices to address challenges and ensure a smooth implementation.

Long-term partnership and support

Rand Group is committed to building long-term relationships with our clients, offering ongoing support and services to help your business grow and adapt with Dynamics 365. Our 90% client retention rate is a testament to our dedication and effectiveness.

All resources in the US and Canada

We pride ourselves on having a fully dedicated team of experts in the US and Canada. With no contractors involved, we provide consistently high-quality service and support, ensuring you get the attention and expertise needed for every phase of your Dynamics 365 journey.

Certified Dynamics 365 experts

Rand Group’s team consists of certified professionals—architects, developers, data scientists, and engineers—skilled in the implementation, customization, and support of Dynamics 365. With years of hands-on experience, our experts deliver results that drive business success.

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