Microsoft Dynamics 365 Project Operations

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 pricingLeverage deal structures tailored for project-based organisationsShorten the deal cycleManage 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 succeedEstimate and track projects efficientlyCollaborate easily across the project lifecycleAdapt 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 utilisationAlign the right people to the right projectsAnticipate 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 goMake team member compliance easierEnsure 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 timeImprove cash flow by invoicing customers quicklyManage your project accounting with higher accuracyExpand 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 decisionsDemocratize 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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