OVERVIEW
Dynamics 365 Project Operations overview
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
- 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.
- Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.
- Consolidate your customer data using the built-in interoperation with Dynamics 365 Sales to get actionable insights.
- Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.
- Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
- Bring your teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps.
- 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.
- Easily distribute workloads across your resources to optimize project delivery.
- Maintain resource profiles to easily match people’s skillsets with projects and rate skills using proficiency models.
- Streamline scheduling and get visibility into resources’ availability using universal resource scheduling.
- Use the mobile app or a browser to itemize expense entries, approve and review expenses, and receive expense-related notifications.
- Give your teams easy-to-use time and expense tracking tools to support policy compliance.
- Use configurable rules and automated workflows for time and expense submissions, approvals, and reporting.
- Support your global teams’ adherence to accounting standards and practices, including International Financial Reporting Standards (IFRS).
- Manage billing queues, subscriptions, and progressive billing. Add details and group transactions to customize invoices for easy reconciliation.
- 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.
- Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.
- 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.
Features
Dynamics 365 Project Operations features
Increased productivity with AI
Copilot helps automate actions using AI capabilities such as natural language processing.
Improved accuracy
Shorten the deal cycle with more accurate quotes, forecasting, estimation, and contractor management.
Optimized resource utilization
Enable better resource management to align the right people with the right skills to the right project.
Enhanced collaboration
Get contextual insights within the flow of work by centralizing conversations, documentation, and apps in Microsoft Teams.
Simplified time and expense processes
Improve productivity with standardized project templates for easier submissions and approvals from anywhere, anytime.
Enhanced project visibility
Apply insights throughout the project lifecycle to guarantee delivery within deadlines and budget, maximizing profitability.
Pricing
Simple, straightforward pricing
Dynamics 365 Project Operations
CAD $183.20
user/month
Plus applicable tax
Plus applicable tax
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Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
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CUSTOMER STORIES
How customers are using Project Operations
RESOURCES
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[1] Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, Greg Leiter, Robert Anderson, Dixie John, Tomas Kienast, David Penny, 3 October 2023.
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