Tackle project challenges with Dynamics 365 Project Operations

One central platform

Automated capacity and resource planning

Project managers spend hours manually scheduling staff and resources, often resulting in overstaffing or underutilization. Project Operations optimizes resource allocation based on availability, skills, and workload—helping you prevent costly downtime or overload and work more efficiently. 

Automated cost tracking and invoicing

One integrated workflow from sales to delivery

Project planning and management

Manage all your projects with a clear interface for tasks, milestones, and dependencies. Thanks to real-time updates and automated workflows, you can quickly adapt and adjust your planning to changing circumstances.

Resource management and capacity planning 

Project Operations automates the allocation of team members based on their skills and availability, ensuring the right people are always in the right place. With real-time visibility into workloads, you can avoid both overstaffing and underutilization, while efficiently managing both internal and external resources from a single platform. 

Time and expense tracking

Employees can easily log their worked hours and incurred expenses through a mobile app or web interface. These are automatically linked to projects and billing, reducing errors, speeding up approvals, and ensuring that no billable hours are lost. 

Financial and budget management 

Gain full visibility into project budgets and profitability through integrated financial management. Easily manage different contract types, such as fixed-price or time & materials, and ensure a streamlined financial workflow through seamless integration with existing ERP systems. 

Billing and financial processing

Automate invoicing based on approved hours and expenses, and generate detailed invoices to manage cash flow effectively. Integration with Dynamics 365 Finance ensures smooth financial processing and revenue recognition, while built-in compliance tools help meet regulatory and financial standards.

Reporting and insights

With built-in dashboards and Power BI integration, you gain real-time insights into your projects and financial performance. Analyze costs, margins, and progress to optimize future projects and make faster strategic decisions. AI-driven insights help monitor trends and risks, while customized reports provide the right data for well-informed decision-making. 

Integration with other Dynamics 365 solutions

Connect Project Operations with Sales, Finance, and Customer Service for a seamless workflow where quotes, contracts, project progress, and financial processes are fully integrated. Synchronize data with Power BI to perform in-depth analysis and gain valuable insights. For complex financial processes, Project Operations can be integrated with Dynamics 365 Finance to ensure optimal invoicing and revenue recognition. Project Operations can also be easily connected to external systems, keeping business processes running smoothly.