Dynamics 365 Project Operations - Deliver Projects with Precision, Profitability, and Predictability

Dynamics 365 Project Operations brings together project management, resource planning, time & expense tracking, and financials into one unified solution. At XRM Technologies, we help organisations unlock the full potential of Project Operations by aligning the platform with real‑world delivery models, PMO governance, and enterprise reporting needs.

End-to-End Project Lifecycle Management

From sales to delivery to billing, Project Operations centralises every stage of the project lifecycle. We configure the platform to match your delivery methodology — Agile, Waterfall, hybrid — ensuring seamless handoffs and complete visibility.

Accurate Resource Planning

Assign the right people to the right work at the right time. Our implementations optimise utilisation, skill matching, forecasting, and capacity planning across global teams.

Real-Time Financial Insights

Track actuals vs. estimates, margins, profitability, and revenue recognition with precision. We tailor financial models to support T&M, fixed-price, milestone, retainer, and subscription-based engagements.

Unified Time & Expense Management

Streamline submissions, approvals, and compliance. We help organisations reduce administrative overhead while improving accuracy and audit readiness.

Connected Sales-to-Delivery Experience

Integrate Project Operations with Dynamics 365 Sales to ensure estimates, quotes, and project plans flow smoothly into delivery — eliminating rework and misalignment.

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.