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Dynamics 365 Project Operations capabilities

Get the visibility, collaboration, and agility needed to drive success across your project-centric business.

Capabilities

  • Customize resource-based costing and pricing
  • Leverage deal structures tailored for project-based organizations
  • Shorten the deal cycle
  • Manage your pipeline with a unified sales dashboard
Customize resource-based costing and pricing

Customize resource-based costing and pricing

Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.

Leverage deal structures tailored for project-based organizations

Leverage deal structures tailored for project-based organizations

Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.

Shorten the deal cycle

Shorten the deal cycle

After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.

Manage your pipeline with a unified sales dashboard

Manage your pipeline with a unified sales dashboard

Consolidate your customer data into a single view using the built-in integration with Dynamics 365 Sales to get actionable insights for personalized customer engagements.

  • Give project managers the tools they need to succeed
  • Estimate and track projects efficiently
  • Collaborate easily across the project lifecycle
  • Adapt your project with key insights
Give project managers the tools they need to succeed

Give project managers the tools they need to succeed

Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.

Estimate and track projects efficiently

Estimate and track projects efficiently

Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress.

Collaborate easily across the project lifecycle

Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.

Adapt your project with key insights

Adapt your project with key insights

Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.

  • Maximize your resource utilization
  • Align the right people to the right projects
  • Anticipate resourcing needs with intelligent scheduling
Maximize your resource utilization

Maximize your resource utilization

Easily distribute workloads across your resources for optimal execution on project delivery needs.

Align the right people to the right projects

Align the right people to the right projects

Maintain resource profiles to easily match people’s skillsets with projects. Rate skills easily with proficiency models that adapt to your unique business needs.

Anticipate resourcing needs with intelligent scheduling

Anticipate resourcing needs with intelligent scheduling

Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.

  • Submit time and expenses on the go
  • Make team member compliance easier
  • Ensure accurate reporting and expense policy adherence

Submit time and expenses on the go

Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images.

Make team member compliance easier

Make team member compliance easier

Give your teams easy-to-use time and expense tracking tools to support policy compliance.

Ensure accurate reporting and expense policy adherence

Ensure accurate reporting and expense policy adherence

Use configurable rules and automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting.

  • Recognize revenue accurately and on time
  • Improve cash flow by invoicing customers quickly
  • Manage your project accounting with higher accuracy
  • Expand to a service-centric ERP system
Recognize revenue accurately and on time

Recognize revenue accurately and on time

Support your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS).

Improve cash flow by invoicing customers quickly

Improve cash flow by invoicing customers quickly

Manage billing queues and add ad-hoc transactions for more precise invoicing. Add details and group transactions to customize invoices for optimal review and reconciliation.

Manage your project accounting with higher accuracy

Manage your project accounting with higher accuracy

Leverage project cost and revenue profiles for fixed-price or time and materials billing through a combination of accounting rules for cost and revenue, accruals, and postings.

Expand to a service-centric ERP system

Expand to a service-centric ERP system

Use the integration with Dynamics 365 Finance or use open APIs with an external enterprise resource planning (ERP) system to extend to accounts payable, accounts receivable, and general ledger capabilities.

  • Visualize key insights for fast, informed decisions
  • Democratize data to eliminate silos
Visualize key insights for fast, informed decisions

Visualize key insights for fast, informed decisions

Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.

Democratize data to eliminate silos

Democratize data to eliminate silos

Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.

Videos

Win more bids with better deal management

Optimize resource utilization

Accelerate project delivery

Enhance collaboration and simplify time and expense

Drive project financial performance

Increase business agility

Related products

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  • Empower sellers to build relationships remotely

  • Boost sales productivity with cohesive tools

Dynamics 365 Field Service
  • Deliver service proactively

  • Schedule resources intelligently

  • Ensure a first-time fix

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