Microsoft Dynamics 365 Project Operations
Project-based service businesses face many challenges in today’s markets. With Microsoft Dynamics 365 Project Operations there is finally an end-to-end solution tailored to your needs.
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
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
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.
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.
ALL IN ONE SOLUTION
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.
- Leaders get business insights to increase visibility across all teams, data, and processes, plus AI capabilities for better, faster business decisions.
- Sales is enabled to win more deals and accelerate the sales cycle with fast, accurate quotes, flexible pricing, and seamless transitions from estimate to execution. Connect with Dynamics 365 Sales for comprehensive customer relationship management.
- Resourcing is setup to optimize resource utilization by aligning the right people with the right skills to the right projects, improving quality and helping to retain top performers.
- Project managers can accelerate project delivery with state-of-the-art, built-in project management that uses familiar, easy-to-use Microsoft Project capabilities.
- Team members can improve productivity, collaboration, and visibility with integration to Microsoft Teams, as well as submit time and expenses from anywhere.
- Finance can simplify project accounting with time and expense tracking governance, project cost, budgeting, invoicing, revenue recognition, compliance, and visibility into key business health metrics such as gross margin and project profitability. Connect with Dynamics 365 Finance for comprehensive financial management.
