Microsoft Dynamics 365 Project Operations

Elevate project management with Dynamics 365 Project Operations. This AI-powered solution streamlines collaboration and resource management, ensuring project success. Experience seamless integration and efficiency, driving exceptional results for your business.

Streamline Your Project Operations

Experience the efficiency and effectiveness of Dynamics 365 Project Operations, empowering your business with visibility, collaboration, and agility for seamless project management.

Optimize Deals

Tailor pricing and costs

Customize pricing and costs based on geographical factors and local market conditions affecting your workforce and currency exchange rates.

Utilize flexible deal structures

Create various contract types such as fixed-price, time and materials, or retainer contracts using adaptable billing models.

Expedite deal processes

Increase first-call resolution rates with AI-based routing that assigns cases to the most suitable agent.

Manage your sales pipeline

Consolidate customer data by seamlessly integrating with Dynamics 365 Sales to gain actionable insights and effectively manage your sales pipeline.

Boost Productivity

Equip yourself for success

Enhance productivity with Copilot in Dynamics 365 Project Operations. Utilize AI to generate status reports, assess risks, and create project task plans.

Monitor projects within budget

Develop precise estimates for labor, expenses, and materials, and monitor actual spending against budget as projects advance.

Foster cross-project collaboration

Unite your teams around project plans, scope, and budget. Capture discussions, share content, and utilize apps for seamless collaboration.

Adapt projects with insights

Utilize built-in insights to grasp project trends and make timely decisions for adjustments.

Predict project trends

Generate budget and time forecasts to gain a clear understanding of spending and progress targets in both resourced and non-stocked deployments.

Maximize Resources

Maximize resource allocation

Efficiently distribute workloads among resources to enhance project delivery.

Match skills to projects

Maintain resource profiles to seamlessly align individuals' skill sets with project requirements, rating skills using proficiency models.

Anticipate resource requirements

Streamline scheduling processes and gain visibility into resource availability using universal resource scheduling.

Simplify Processes

Easily submit time and expenses

Utilize the mobile app or web browser to itemize expense entries, approve and review expenses, and receive related notifications.

Simplify compliance

Provide your teams with user-friendly time and expense tracking tools to facilitate adherence to policies.

Ensure precise reporting

Employ configurable rules and automated workflows for time and expense submissions, approvals, and reporting to maintain accuracy.

Improve Performance

Ensure precise revenue recognition

Aid your global teams in adhering to accounting standards like International Financial Reporting Standards (IFRS).

Optimize cash flow

Effectively manage billing queues, subscriptions, and progressive billing to maintain a healthy cash flow. Customize invoices with detailed transaction grouping for easy reconciliation.

Manage project accounting accurately

Set up project cost and revenue profiles for fixed-price or time and materials billing, utilizing accounting rules for cost, revenue, accruals, and postings.

Utilize a service-centric ERP system

Seamlessly integrate with Dynamics 365 Finance or external ERP systems via open APIs to expand financial capabilities.

Enhance Visibility

Gain valuable insights

Utilize built-in dashboards that display key performance indicators (KPIs) such as resource utilization, forecasting, and budgeting. Adapt swiftly to evolving business conditions.

Democratize data access

Utilize Microsoft Power BI to simplify the visualization and sharing of business intelligence with your project teams. This facilitates better customer outcomes.

Generate forecasting snapshots

Create budget and time snapshots to forecast in both resource and non-stocked deployments.

Features of Dynamics 365 Project Operations

  • AI-Powered Productivity: Automate tasks using Copilot's AI capabilities.
  • Precision in Deals: Speed up deal cycles with accurate quotes and forecasts.
  • Efficient Resource Management: Match skills to projects for optimized resource allocation.
  • Collaborative Workflows: Centralize conversations and documents in Microsoft Teams for seamless collaboration.
  • Streamlined Processes: Simplify project submissions and approvals with standardized templates.
  • Enhanced Project Visibility: Maintain timelines and budgets with insightful project management.

Why Choose Microsoft Dynamics 365 Project Operations

  • Enhanced Project Efficiency: Harness AI-powered automation to streamline project workflows, optimize resource allocation, and accelerate project delivery timelines.
  • Improved Accuracy: Ensure precise project estimations, quotes, and forecasting, minimizing errors and enhancing overall project management effectiveness.
  • Seamless Collaboration: Foster team collaboration by centralizing project communication, documentation, and applications within Microsoft Teams, facilitating real-time insights and decision-making.
  • Enhanced Visibility: Gain comprehensive visibility into project performance throughout the project lifecycle, enabling proactive decision-making and maximizing project profitability.

Get Started with
Microsoft Dynamics Project Operations

Dive into Dynamics 365 Project Operations with Perigeon to elevate your project management capabilities.

Access tailored implementation assistance from our skilled professionals to ensure a smooth transition.

Initiate the enhancement of your project operations now with Dynamics 365 Project Operations.

Frequently asked questions

Microsoft Dynamics 365 Project Operations is an end-to-end project management solution that integrates sales, resource scheduling, project management, and accounting capabilities. Unlike other solutions, it offers seamless integration with other Microsoft tools like Teams, Outlook, and SharePoint, providing a unified platform for project-centric businesses.

Dynamics 365 Project Operations enables comprehensive project planning by offering tools for project scheduling, resource allocation, and budget management. Its robust resource management features allow organizations to efficiently assign resources based on skills, availability, and project requirements, thus optimizing resource utilization.

Yes, Dynamics 365 Project Operations is designed to seamlessly integrate with other Microsoft applications as well as third-party systems commonly used in businesses. This ensures data consistency and allows for streamlined workflows across different departments and systems.

Dynamics 365 Project Operations provides comprehensive insights and analytics through customizable dashboards and reports. Project managers and stakeholders can gain visibility into project progress, resource utilization, financial performance, and other key metrics, empowering them to make informed decisions and take timely actions.

Dynamics 365 Project Operations fosters collaboration and communication among project teams by providing centralized project workspaces, real-time collaboration tools, and integration with Microsoft Teams. Team members can easily share documents, communicate, and collaborate on project tasks within a unified platform.

Yes, Dynamics 365 Project Operations is highly customizable and configurable to adapt to the unique needs and workflows of different organizations. It offers flexible customization options, including custom entities, fields, workflows, and business process flows, allowing organizations to tailor the solution according to their specific requirements.

Organizations adopting Dynamics 365 Project Operations can benefit from comprehensive customer support and training resources provided by Microsoft and its partners. These resources include documentation, online tutorials, community forums, and personalized training sessions, ensuring a smooth implementation process and ongoing support for users.

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