Overview

Dynamics 365 Project Operations connects teams across the project delivery lifecycle, unlocking the business agility and resilience needed for success, delivering the visibility and collaboration across your project-centric business.

Combining previously separate CRM and ERP functionality in one solution, Project Operations now connects finance, resourcing, delivery, marketing, customer service, supply chain management and sales, thus providing your entire project team with all the functionality they need to set up for project success. Ensuring that they are delivered successfully on time and on budgeting and driving long-term growth.

Benefiits of using D365 Project Operations:

• Improved satisfaction & Profit Margins – Inbuilt forecast and management tools simplify time tracking and expense management, helping the whole team keep on tracking and achieve project delivery on time and budget, while customers stay satisfied.
• Collaborative – Visibility with integration to Microsoft Teams and submit time and expensive from anywhere. Simplifying project communication, empowering teams by aligning the right people to the right skills to the right projects. Also, keeping stakeholders updated on the latest insights and plans.
• Sales & Finance Enabled – Win more deals with seamless transitions from estimate to execution. Simplify project accounting with visibility into key business health metrics.

Capabilities of D365 Project Operations

Improve Deal Management Experiences

• Customise Resource-based Costing & Pricing – Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
• Leverage Deal Structures Tailored for Project-based Organisations – 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 – After generating a high-level estimate, use standardised templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.
• Manage your Pipeline with a Unified Sales Dashboard – Consolidate your customer data into a single view using built-in integration with D365 Sales to get actionable insights for personalised customer engagements.

Drive Success Through Enhanced Project Management Capabilities

• Give Project Managers the Tools to Succeed – Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
• Estimate & Track Projects Efficiently – Develop accurate estimates for labour, expenses, and materials, and track planned-to-actual consumption as projects progress.
• Collaborate Easily Across the Project Cycle – Bring your cross functional teams together around project plans, scope, and budget whilst capturing conversations, sharing content, and using apps – all in one place.
• Adapt your Project with Key Insights – Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.

Optimise Resource Profitability

• Maximise your Resource Utilisation – Easily distribute workloads across your resources for optimal execution on project delivery needs.
• Align the Right People to the Right Projects – Maintain resource profiles to easily match people’s skillsets with projects. Rate skills easily with proficiency models that adapt to your unique business needs.
• Anticipate Resourcing Needs with Intelligent Scheduling – Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.

Simplify Time Tracking & Expense Management

• Submit Time & Expenses on the Go – Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploading receipt images.
• Make Team Member Compliance Easier – Give your teams easy-to-use time and expense tracking tools to support policy compliance.
• Ensure Accurate Reporting & Expense Policy Adherence – Use configurable rules and automated workflows to improve time & expense policy compliance with submissions, approvals, and reporting.

Drive Business Performance through Streamlined Project Financials

• Recognise Revenue Accurately & On Time – Supports your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS).
• Improve Cashflow by Invoicing Customers Quickly – Manage billing queues and add ad-hoc transactions for more precise invoicing. Add details and group transactions to customise invoices for optimal review and reconciliation.
• Manage your Project Accounting with Higher Accuracy – Leverage project costs and review profiles for fixed-price or time and materials billing through a combination of accounting rules for cost and revenue, accruals, and postings.
• Expand to a Service-Centric ERP System – Use the integration with D365 Finance or use open APIs with an external enterprise resource planning (ERP) system to extend purchase ledger, sales ledger, and general ledger capabilities.

Improve Visibility for Greater Business Impact

• Visualise Key Insights for Fast, Informed Decisions – Use built-in dashboards surfacing KPIs such as resource utilisation, forecasting, and budgeting to quickly adapt to changing business conditions.
• Democratise Data to Eliminate Silos – Use Microsoft BI to easily visualise and share business intelligence with your project teams to help drive better customer outcomes.

Costs:

Depending on your needs, our experienced consultants can have you up and running in the necessary time and take advantage of increased productivity and smarter processes. You can choose from predefined options that suit your business requirements with our fixed-cost Dynamics 365 Project Operations packages.