MICROSOFT DYNAMICS 365
PROJECT OPERATIONS

Comprehensive operations management

MICROSOFT DYNAMICS 365
PROJECT OPERATIONS

Comprehensive operations management

Dynamics 365 Project Operations facilitates sales cycle acceleration with automated quoting, flexible price lists, and seamless transitions from estimate to execution. Extensive control tools, including integration with Microsoft Project, enable effective management of operations. Detailed dashboards allow ongoing monitoring, cost approval and time registration analysis.

Dynamics 365 Project Operations provides:

modern forecasting tools empowering optimal resources planning

various intuitive cooperation features increasing the efficiency of teams

built-in financial mechanisms facilitating management of cost, budget, invoicing, revenue recognition and compliance capabilities, which help achieve wider visibility into key business health metrics such as project gross margin and profitability

influence of AI and increased agility providing access to accurate reporting for better decision making

Overview of Dynamics 365
Project Operations

Overview of Dynamics 365
Project Operations

FAQ

Dynamics 365 Project Operations unifies operational workflows to provide the visibility and collaboration needed to succeed in your teams – from sales to finance. Dynamics 365 Project Operations brings together sales, resource organisation, project management and financial tools in one application to win more deals, accelerate deliveries, increase employee efficiency and maximise profitability. Project Operations’ interoperability with Microsoft Power BI eliminates data silos and creates a business intelligence that can be easily shared across your organisation.

Today’s project-driven service companies operate in a highly competitive market where winning new contracts, accelerating project completion and increasing margins are major challenges. Resources in these organizations use disconnected systems for sales, project management, collaboration, and finance where success in this highly competitive environment requires uniting teams around data that can be used.

The system allows you to plan projects, collect individual costs related to a specific project as well as forecast revenues, and report project margins.

The key modules of Microsoft Dynamics 365 at a glance

Commerce

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CRM

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Finance

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Project Operations

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SCM

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Power Automate

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