Sales
Projects really start during the sales process. To deliver the best customer experience, create more accurate quotes and seamlessly transition from forecasting to execution with out-of-the-box sales capabilities.
Projects
Project managers will appreciate the built-in Microsoft Project workspace and other state-of-the-art tools, while simplified time and expense tracking and collaboration tools will make project resources happy.
Financials
Increase your profitability by empowering your finance teams with tools from accounting to invoice management. Powerful analytics provide the insights needed to ensure consistent on time and within budget delivery.
Your benefits
While Project Operations is a new app, its main components have proven popular with project managers across the board. The solution is in some ways a “best of” of Microsoft’s other pre-existing project management solutions, including Microsoft Project. The combination of mature, high performing Microsoft software and proMX as a longtime project management software expert for Dynamics 365 means you are in a safe pair of hands when deciding to implement Dynamics 365 Project Operations.
Work with a certified Dynamics 365 Project Operations partner with extensive implementation experience.
Microsoft Dynamics 365 Project Operations includes:
Opportunity management
Keep track of potential sales opportunities, associated costs, and expected profitability. This helps you be prepared for new deals in advance and to react quickly.
Team collaboration
Project members can exchange information with partners and customers having additional licenses in a shared and secure workspace throughout the project. This increases the transparency of the project flow and enhances process efficiency.
Project planning
A dashboard shows the cost, duration, and value offered to the prospect or customer. The integrated Microsoft Project workspace provides helpful scheduling and management features.
Time and expense management
Easily record times and expenses for a project so they are properly billed or costed. All team members can accurately track their project time and expenses related to specific tasks and deliverables and create inter-organizational and Resource Unit depending billing.
Resource management
Dynamics 365 Project Operations provides visibility of all resources to ensure that the best potential staffing (in terms of skills, cost, availability, etc.) can be assigned to the project in each case. In addition, resource requirements can be predicted and project execution can be optimized.
Customer billing
Project Operations allows project managers to track, update, and approve all project-related costs for final invoicing to the customer. Project costs are calculated and billed based on the role assigned to the resource.
Support project management with AI
Accelerate your projects with AI-driven insights and enhance productivity!
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Task plan generation: Receive practical AI-generated task plans, indicating recommended durations and effort for each task, and accelerate project creation by utilizing machine learning algorithms.
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Risk assessments: As a project manager, evaluate risks, receive mitigation plans, and monitor project issues. By leveraging project metadata like scope, schedule, and budget, it identifies potential hurdles and alerts stakeholders.
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Project status report: Project managers receive AI-generated project status reports, incorporating critical KPIs, work, and financial activity.
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Interactive, chat-like experience: Access the chat-format Microsoft Copilot assistant to ask questions and receive assistance in creating task plans, risk assessments, and status reports.
A to Z of projects
The challenges project-based service businesses face today are not limited to one business area only. Leads must be won, projects delivered on time, customer and employees kept satisfied, all while keeping an eye on the bottom line. That is why Dynamics 365 Project Operations includes comprehensive and proven end-to-end capabilities that cover the entire project life cycle without any disruptions of media.
Read more about Project Operations in our white paper!
How does Project Operations integrate project management, sales and finance aspects in one solution that helps overcome common internal and external hurdles in managing projects? Learn about the benefits and opportunities that Project Operations offers as well as how a Microsoft Partner can support you in implementing it.
Working closely with Microsoft
Combine with these products
Sales
Marketing
Power Apps
Power BI
Frequently asked questions
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