Microsoft Dynamics 365 Project Operations
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
Project management
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Microsoft Dynamics 365 Project Operations
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
Improve deal management experiences
Customise resource-based costing and pricing | Leverage deal structures tailored for project-based organisations | Shorten the deal cycle | Manage your pipeline with a unified sales dashboard |
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. | After generating a high-level estimate, use standardised templates to quickly develop a detailed estimate, schedule, and monetary values for the quote. | Consolidate your customer data into a single view using the built-in integration with Dynamics 365 Sales to get actionable insights for personalised customer engagements. |
Drive success through enhanced project management capabilities
Give project managers the tools they need to succeed | Estimate and track projects efficiently | Collaborate easily across the project lifecycle | Adapt your project with key insights |
Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures. | Develop accurate estimates for labour, expenses, and materials, and track planned-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. |
Optimise resource profitability
Maximise your resource utilisation | Align the right people to the right projects | Anticipate resourcing needs with intelligent scheduling |
Easily distribute workloads across your resources for optimal execution on project delivery needs. | Maintain resource profiles to easily match people’s skillsets with projects. Rate skills easily with proficiency models that adapt to your unique business needs. | Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling. |
Simplify time tracking and expense management
Submit time and expenses on the go | Make team member compliance easier | Ensure accurate reporting and expense policy adherence |
Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images. | Give your teams easy-to-use time and expense tracking tools to support policy compliance. | Use configurable rules and automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting. |
Drive business performance through streamlined project financials
Recognise revenue accurately and on time | Improve cash flow by invoicing customers quickly | Manage your project accounting with higher accuracy | Expand to a service-centric ERP system |
Support your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS). | 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. | Leverage project cost and revenue profiles for fixed-price or time and materials billing through a combination of accounting rules for cost and revenue, accruals, and postings. | Use the integration with Dynamics 365 Finance or use open APIs with an external enterprise resource planning (ERP) system to extend to purchase ledger, sales ledger, and general ledger capabilities. |
Improve visibility for greater business impact
Visualise key insights for fast, informed decisions | Democratize data to eliminate silos |
Use built-in dashboards surfacing KPIs such as resource utilisation, forecasting, and budgeting to quickly adapt to changing business conditions. | Use Microsoft Power BI to easily visualise and share business intelligence with your project teams to help drive better customer outcomes. |
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SaaS
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