dynamics 365
project operations
Optimize Project Operations Processes in Dynamics 365
Dynamics 365 Project Operations empowers project-centric organizations by unifying financial, project, resource, and sales data within one platform. With a strong focus on project accounting, it enables efficient management of project finances, cost tracking, and enhanced financial visibility. Designed for service-based organizations, this solution provides better control over proposals, project modeling, scheduling, delivery, and billing processes.
Business Performance
Streamlining project costing, governance, and compliance helps optimize profitability. Set up cost and revenue profiles for fixed-price or time-and-materials billing, manage billing queues and subscriptions, and customize invoices for easier reconciliation.
Customer Satisfaction
Ensure your project teams deliver accurate timelines and cost estimates using built-in management and forecasting tools. Quickly create estimates and schedules with standardized templates, and leverage Dynamics 365 Sales integration for actionable customer insights.
Team Productivity
Boost team productivity by aligning project plans, scope, and budget while sharing content and capturing conversations. With Copilot in Dynamics 365 Project Operations, use AI to generate status reports, assess risks, and build task plans, simplifying resource management for project managers.
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Streamline Project Management
Equip project managers with the right tools to manage projects efficiently using Dynamics 365 Project Operations. Its built-in features like scheduling, dashboards, and interactive charts streamline project planning and tracking.
With Power BI, managers can create dynamic dashboards for real-time insights. Familiar Microsoft Project capabilities like Kanban boards, timelines, and Gantt charts simplify project management and accelerate delivery.
Simplify Time and Expense Process
Enhance productivity with easy-to-use time and expense tracking tools that support policy compliance. Standardized project templates and configurable workflows streamline submissions and approvals.
Teams can track, review, and approve expenses through the mobile app or browser, with real-time notifications. Automated processes simplify reporting and ensure smooth time and expense management from anywhere.
Optimize Resource Management
Optimize project delivery by easily distributing workloads across resources with Dynamics 365 Project Operations. Maintain resource profiles to match skillsets with project requirements, using proficiency models to rate skills.
Streamline scheduling and gain visibility into resource availability through universal resource scheduling. This built-in tool ensures the right people with the right skills are aligned with the right projects, enhancing quality and retaining top performers.
Simplify Project Accounting
Dynamics 365 Project Operations enables effective project accounting by setting up cost and revenue profiles for fixed-price and time-and-materials billing, adhering to accounting rules for accruals and postings. Manage billing queues, subscriptions, and progressive billing while customizing invoices for easy reconciliation.
Finance teams can streamline project accounting with governance over time and expense tracking, project costing, budgeting, and invoicing. Gain visibility into key business health metrics for informed decision-making.
