Sales

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

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

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.

Microsoft Dynamics 365 Project Operations includes:

Opportunity management

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

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

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

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

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

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.

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A to Z of projects

All in one solution
Fully adaptable

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

Gurkan Salk

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.

Gurkan Salk

General Manager, Dynamics 365
Project Operations, Microsoft

Combine with these products

Microsoft Dynamics 365 Sales
A sales management app that is more than just a CRM system. Dynamics 365 Sales transforms your processes with AI, gamification, LinkedIn Sales Navigator and more. Modern selling will benefit your relationships and accelerate your performance.
A cloud app to centralize all your marketing activity. Dynamics 365 Marketing lets you nurture lead with personalized customer journeys until they are sales ready. The app aligns perfectly with Dynamics 365 Sales, letting you collaborate more easily.
Power Apps
A platform empowering everyone to build apps. Power Apps enables different app scenarios, helps beginners build apps with intuitive visual tools and can be extended with building blocks for pro developers. Apps can be built and shared on any device.
power BI
A business analytics tool with interactive visualization capabilities for analysts, IT experts and developers alike. Power BI connects hundreds of sources of data for insights through reports and charts that create a 360° view of your business.

Frequently asked questions

Microsoft Dynamics 365 Project Operations is not only a new application, but it also combines features from a number of different solutions. It is thus understandable if you are still unclear about some aspects. We have collected some of the most frequently asked questions here. If yours is left unanswered, do not hesitate to get in touch with us.
Which areas does Project Operations cover?
Which finance capabilities are included in Project Operations?
Is a Dynamics 365 Sales attach license required for Project Operations?
Does Project Operations include inventory functionality?
Can the app be integrated with other ERP systems?
Is Project Operations replacing Dynamics 365 Project Service Automation?
How do I migrate from Dynamics 365 Project Service Automation to Project Operations?
Is Microsoft Project included in Project Operations?
What differentiates Microsoft Dynamics 365 Project Operations from other PSA solutions?
How will Project Operations affect users of Dynamics 365 F&O and its Project Module?
Can it be extended with other Dynamics 365 apps?

Any questions?

I would be pleased to answer any queries you have.
Marina Proskurovska
Marina Proskurovska
International Sales

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