Connect your project-centric business in one application, Get the visibility, collaboration, and agility needed to drive success across your project-centric business.

Microsoft Dynamics 365 Project Operations stands as a powerful solution, seamlessly connecting professional services businesses from project quoting to financials. This comprehensive platform integrates Microsoft Project’s planning capabilities, Microsoft Dynamics Sales’ agility, and Microsoft Project Service Automation’s advanced functionalities into a unified application.

Dynamics 365 Project Operations helps to improve productivity, project-tracking, and collaboration, manage resources, time-tracking, and expenses, maximize project profitability, power the project lifecycle and Increase business agility.

Benefits of  D365 Project Operations

Improve deal management experiences:

Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates. Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements. Use standardized templates to quickly develop a detailed estimate, a schedule, and pricing for the quote. 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 :

Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures. Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress. Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place. Use built-in insights to understand how your projects are trending and drive timely decisions for course correction. 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:

Easily distribute workloads across your resources to optimize project delivery. Maintain resource profiles to easily match people’s skill sets with projects. Rate skills using proficiency models that adapt to your unique business needs. Streamline scheduling with relevant skills-based assignments and up-to-date visibility into resources’ availability using universal resource scheduling.

Improve visibility for greater business impact:  

Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions. Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes. Generate budget and time snapshots to forecast in resource and non-stocked deployments.

Drive project success and profitability with Project Operations: 

Get the visibility, collaboration, and agility needed to drive success across your project-centric business—from prospects to payments to profits.

Smoothly grow operations: 

Dynamics 365 Project Operations is built on the Dynamics 365 platform, allowing for smooth connections to other Dynamics 365 apps like Sales, Field Service or Finance.

Features and Capabilities of Dynamics 365 Project Operations

Project Financials and Analytics:

Dynamics 365 Project Operations streamlines project financial management, ensuring precise resource allocation and project cost estimations. The platform boasts customizable dashboards, interactive Gantt charts, and detailed work-breakdown structures, facilitating comprehensive project analysis.

Opportunity, Resource, and Project Management:

The platform empowers project managers with the ability to manage projects from sales lead to project closure. With a smart scheduling engine, resource optimization becomes efficient, maximizing resource utilization and improving project success.

Team Collaboration:

Seamless integration with Microsoft Teams enhances communication and collaboration. Users can quickly access information, submit, approve, and reconcile time and expenses through the desktop or mobile apps.

Mobile Connectivity:

Dynamics 365 Project Operations ensures mobility, enabling users to access real-time project information, submit expenses, and collaborate from anywhere, improving productivity and responsiveness.

Time and Expense Entry:

Simplify time tracking and expense management with user-friendly interfaces. The platform allows for manual-free submission, approval, and reconciliation of time and expenses, reducing administrative burdens.

Common Uses for Dynamics 365 Project Operations

  • Invaluable for companies managing diverse projects in terms of size, location, and complexity.
  • Particularly beneficial for organizations struggling with consistent planning, tracking, and financial processes.
  • Aims to help deliver quality work on time and within budget.

Integrations With Other Apps


Financial Systems Integration:

Dynamics 365 Project Operations seamlessly integrates with financial systems, ensuring end-to-end functionality for accurate project estimates and actuals. Integrations with Microsoft ERP solutions like Dynamics 365 Business Central or Finance & Operations streamline implementation and management.

Microsoft Teams Integration:

Collaboration is enhanced through integration with Microsoft Teams, allowing for faster and more accurate time and expense management. Real-time collaboration across departments supports informed decision-making.

Dynamics 365 Solutions Integration:

Combining Dynamics 365 Project Operations with other solutions like Customer Service extends capabilities beyond project management, creating a seamless relationship with customers. Integrations with LinkedIn and SharePoint provide real-time access to information, reducing email and wait times.


Dynamics 365 Project Operations Implementation

To optimize your Dynamics 365 Project Operations experience, it’s imperative to fine-tune the strategy to align seamlessly with your company’s idiosyncratic processes. Partnering with a seasoned collaborator such as ‘About The Solution‘ ensures a robust implementation that is meticulously crafted to cater exclusively to your organization’s requirements. Rest assured, your journey with us guarantees a bespoke and enduring solution.


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