Dynamics Business Solutions
Microsoft Dynamics 365 – Project Operations

Microsoft Dynamics 365 Project Operations unifies project management, resource planning, sales, and financials into one intelligent platform. It empowers service-based organizations to deliver profitable projects on time and within budget, with complete visibility across all operations. From deal creation to invoicing, it connects every stage of the project lifecycle with integrated analytics and AI-powered guidance.

What’s special about Microsoft Dynamics 365 Project Operations?

  • AI-driven Copilot to assist with time, expense, and approval workflows.
  • Advanced project planning tools including reusable WBS templates and task copy functions.
  • Unified resource scheduling and optimization across teams and geographies.
  • Enhanced billing features with support for discounts, fees, and multi-contract scenarios.
  • Improved expense and time entry experiences on mobile and web.
  • Integration with Dynamics 365 Finance for real-time project accounting and invoicing.
  • Global time zone–independent fields for consistent project tracking across regions.
  • Real-time visibility through embedded analytics and Power BI dashboards.

Key Capabilities

  • Project Sales & Quoting: Manage project opportunities, create quotes, and transition smoothly into delivery.
  • Resource Management: Optimize utilization with AI-based forecasting and skill matching.
  • Project Planning: Build structured work breakdowns (WBS), dependencies, and budgets.
  • Time & Expense Tracking: Capture, approve, and automate project-related time and costs across all devices.
  • Billing & Revenue Recognition: Automate complex billing processes with milestone and time-based invoicing.
  • Financial Integration: Sync with Dynamics 365 Finance to manage budgets, journals, and profitability.
  • Analytics & Insights: Access real-time KPIs through Power BI to track utilization, margin, and delivery health.
  • Extensibility: Connect with Microsoft Power Platform for automation and low-code workflows.

Business Impact

  • Increase project profitability through accurate forecasting and resource control.
  • Improve productivity by automating repetitive time, expense, and billing processes.
  • Enable faster decision-making with unified financial and operational insights.
  • Enhance collaboration between project, sales, and finance teams.
  • Reduce project overruns by tracking progress and costs in real time.
  • Scale service delivery globally with consistent processes and compliance controls.

Bottom line

Microsoft Dynamics 365 Project Operations helps organizations bring every part of project delivery into a single, connected system. By uniting planning, resourcing, execution, and billing, DBS enables clients to deliver projects faster, improve profitability, and build stronger client relationships through data-driven management.

How can we help?

Contact a Dynamics 365 sales representative.

  • See a live demo.
  • Set up a free trial.
  • Get answers and expert guidance.
  • Start transforming your business processes.

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