Dynamics 365
Project Operations

Project Operations is an end-to-end solution that spans the entire billable project lifecycle, covering

• project sales,
• project planning,
• resource management,
• time, expense entry and approval,
• project costing, pricing and actuals,
• invoicing,
• and project financials.

Project Operations includes time and expense entries and approval, project costing and pricing, actuals, invoicing and project financials. For finance capabilities beyond these project-oriented features, the app must be extended with Dynamics 365 Finance.

Yes. With Dynamics 365 Project Operations being the higher priced app, Sales will have to be acquired as an attach license.

Yes, Project Operations supports stocked materials leveraging Microsoft’s project management accounting capabilities.

Yes, it can be integrated with any third-party ERP as well as Dynamics 365 Business Central.

Yes, it is. Dynamics 365 Project Operations will be Microsoft’s solution for project-based services organizations going forward. Microsoft Project will continue to offer project management and project portfolio management solutions. The Dynamics 365 Project Service Automation (PSA) license has been retired. PSA customers will have from two to four years to make the transition to Project Operations, depending on their contract type and expiration dates.

Microsoft’s upgrade path will start public preview in September 2021. The upgrade of data from PSA to PO will be frictionless.

All Dynamics  365 PSA licenses had PO added to their licenses in April 2021.

Existing customers using Dynamics 365 PSA may continue to use it until:

• 1 October, 2022 if in CSP or Web Direct, or until the end of their most recent contract, whichever occurs first.
• 1 October 2024 for EA customers, or until the end of their most recent contract, whichever occurs first.

There is a built-in Project workspace in Project Operations which allows project managers to do their planning inside the app. Microsoft Project continues to be available as a separate solution.

There are several things that set this project service automation solution apart:

• its clear focus on service-based businesses
• Microsoft’s background as a vendor
• its end-to-end capabilities
• the built-in Microsoft Project workspace
• and its extendibility into an ERP software

These users won’t experience any disruption since there are no changes to these capabilities. Users will be grandfathered to Project Operations from a licensing perspective. During renewal a transition to the new licensing.

Project Operations works as an end-to-end solution for project-based service organizations. However, it can be easily expanded to support marketing, customer service, human resources, supply chain management, and more.