Dynamics 365 Project Operations

Solution for businesses providing professional services with fixed price or time & material projects. Be empowered to deliver profitable projects on time and within budget, while increasing employee productivity.
Work-Breakdown Structure

The work breakdown structure enables the project manager to create estimates for work and financial costs on a project at a task level. And then to track progress on the project against these tasks.

Sales for Project Service

When we look at sales from a project service perspective, we can create work-based opportunities, which can be used to price out projects. Users have the ability to create a quote from the work-based opportunity where the project can be tied to a quote line.

Project Cost & Sales

Provide project managers with the tools they need to manage with confidence; Intuitive dashboards to review, monitor, and approve all sales, costs and time that may impact their projects

Time Sheets, Expenses & Billing

Dynamics 365 Project Operations makes it easy to log time and expenses, providing several different ways in which you can do so such as using the web application, using the Dynamics 365 PSA for phones/tablets apps or using a streamlined PowerApp.

Resources, Roles and Skills

Dynamics 365 Project Operations allow you to create different resource skill so you can associate it with resource roles and resources later. Skills are associated to roles, proficiency model (essentially a rating) and to individual resources. A resource can have multiple skills.

Resource Reconciliation

For each named team member, the Reconciliation view shows bookings and assignments down to the individual task assignment. It shows hours in cells that can represent periods from months down to days.

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