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 â€śbest ofâ€ť of Microsoftâ€™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.
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.
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.
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.
Microsoft Dynamics 365 Project Operations includes:
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.
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.
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.
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.
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.
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.
While Project Operations includes everything you need to make your projects a success, each business is unique and might need additional functionality in one area or another. Since the app is part of Dynamics 365, you can always add other modules to scale your existing solution. The tools of the Microsoft Power Platform further allow you to adapt Project Operations closer to your requirements and get more out of your data.
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.
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Working closely with Microsoft
proMX is one of our most proficient partners with deep expertise in Dynamics 365 Project Operations as well as a proven track record of providing high-quality solutions that digitally transform services organizations with project-centric services. I'm excited that they share our enthusiasm for Dynamics 365 Project Operations and look forward to us jointly bringing more profitability to businesses everywhere.
General Manager, Dynamics 365
Project Operations, Microsoft
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Frequently asked questions
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,
- 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 Microsoftâ€™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 Microsoftâ€™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.
Microsoftâ€™s upgrade path will start public preview in September 2021. The upgrade of data from PSA to PO will be frictionless.
All DynamicsÂ 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
- Microsoftâ€™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 wonâ€™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.