Dynamics 365 Project Operations
Dynamics 365 Project Operations
Dynamics 365 Project Operations overview
- 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.
FeaturesDynamics 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.PricingSimple, straightforward pricing
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CUSTOMER STORIESHow customers are using Project Operations
Skip CUSTOMER STORIES section “Project Operations fits the way we think and the way our business operates. It speaks the same language as our everyday product development.“
Carl Meusinger, Improvement Project Manager, GN AudioProducts
- Dynamics 365 Project Operations
- Microsoft Dataverse
- Power Automate
“Dynamics [365] makes it much easier for us to work with data, manage our projects, and get a better overview on progress.”
Jens Wilhelm, Expert Program Control, Climate Protection Portfolio, Deutsche BahnProducts
- Dynamics 365 Project Operations
- Power BI
Hush Puppies used Dynamics 365 to elevate its customer experience, reduce costs, and boost customer retention.Products
- Dynamics 365 Project Operations
- Azure
- Dynamics 365 Finance
The National Food Lab enhanced its management of customer projects by consolidating operations on a unified platform.Products
- Dynamics 365 Project Operations
“The global team can now accurately and efficiently follow standardized business processes across the … project cycle.”
Ling Zhen, Board Chairman and Global CEO, ClinChoiceProducts
- Dynamics 365 Project Operations
- Dynamics 365 Finance
- Outlook
RESOURCESExplore e-books, webinars, and other resources
Skip RESOURCES - Analyst reports tab section ReportGartner
Microsoft is named a Leader in the October 2023 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises.1ReportIDC
Microsoft is named a Leader in the IDC MarketScape: Worldwide SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications 2023-2024 Vendor Assessment.ReportNucleus Research
Microsoft is named a Leader in the Nucleus Research Enterprise ERP Technology Value Matrix 2023.ReportSPI Research
Read the 2022 Professional Services Maturity™ Benchmark.Skip RESOURCES - E-books tab section E-bookAdaptive project delivery lifecycle playbook
Learn how to optimize project service delivery—from prospect to payment to profit.Skip RESOURCES - Webinar tab section WebinarGain a competitive advantage
Learn how adopting a service-centric ERP can help you deliver better customer outcomes.WebinarProfessional services webinar, episode 1
Learn how to achieve your goals while improving performance and profitability.WebinarProfessional services webinar, episode 2
Learn how to focus on key areas of your business cycle and centralize core processes.Skip RESOURCES - Video tab section VideoCopilot for Dynamics 365
Deliver more strategic value with intelligent automation in Copilot for Dynamics 365.Skip RESOURCES - Training tab section Learning pathGet started
Learn about the capabilities of Dynamics 365 Project Operations.Learning pathProject sales management
Learn how to create price lists, project leads, and quotes on project contracts.Learning pathResource management
Learn how to book, assign, administer, and manage resources in Project Operations.Skip RESOURCES - Infographics tab section InfographicModernize project operations
Connect all your project operations within a single solution.Copilot for Dynamics 365
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Already a Dynamics 365 customer? Sign in to get started.[1] Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, Greg Leiter, Robert Anderson, Dixie John, Tomas Kienast, David Penny, 3 October 2023.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
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