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Dynamics 365 Project Operations

Master Project Excellence

Unite project management, resource planning, and financial tracking in one intelligent platform. Deliver projects on time, within budget, and maximize profitability with AI-powered insights and real-time collaboration tools.

20% Faster Delivery
15% Higher Margins
95% On-Time Projects

Project Timeline

Gantt Kanban Calendar
ERP Implementation
Sarah Johnson
65%
CRM Deployment
Mike Chen
40%
Data Migration
Lisa Wang
90%
47 Active Projects
128 Team Members
$4.2M Revenue Pipeline
Project Management Interface
Project Planning Resource Management
Microsoft Dynamics Project Operations

Unify Project Management & Operations

Microsoft Dynamics 365 Project Operations brings together project management, resource optimization, and financial operations in a single application, enabling organizations to deliver profitable projects while providing exceptional customer experiences.

From opportunity to cash, Project Operations provides end-to-end visibility and control over your project-based business, helping you make data-driven decisions and optimize resource utilization.

20% Increase in Project Margins

Better resource utilization and cost control

30% Faster Project Delivery

Streamlined processes and better coordination

Microsoft Dynamics 365 Project Operations
Project Operations Capabilities

Complete Project Lifecycle Management

From sales to delivery, manage every aspect of your project-based business with integrated tools and insights

Sales & Opportunity Management

Manage the entire sales process from lead to project with integrated CRM capabilities and project-specific sales tools.

  • Project-based opportunity management
  • Resource-based quoting and estimation
  • Win/loss analysis and pipeline tracking
  • Customer relationship management
  • Proposal and contract management
  • Sales performance analytics
Sales Pipeline

Project Planning & Scheduling

Create detailed project plans with resource allocation, timeline management, and budget planning capabilities.

  • Work breakdown structure (WBS)
  • Gantt chart and timeline visualization
  • Resource planning and allocation
  • Budget and cost estimation
  • Risk management and mitigation
  • Project template library
Project Planning

Project Execution & Tracking

Execute projects efficiently with time tracking, task management, and real-time progress monitoring.

  • Time and expense tracking
  • Task assignment and management
  • Project progress monitoring
  • Collaboration and communication tools
  • Document and knowledge management
  • Mobile project access
Project Execution

Project Financials & Accounting

Manage project finances with comprehensive accounting, billing, and profitability analysis capabilities.

  • Project accounting and cost tracking
  • Billing and invoicing automation
  • Profitability analysis and reporting
  • Budget vs. actual performance
  • Revenue recognition
  • Financial forecasting
Financial Analytics
Resource Optimization

Intelligent Resource Management

Optimize resource utilization across projects with AI-powered scheduling, skills matching, and capacity planning to maximize productivity and profitability.

Resource Scheduling

Intelligent resource allocation based on skills, availability, and project requirements with visual scheduling board.

Capacity Planning

Forecast resource demand and capacity across projects to identify bottlenecks and optimization opportunities.

Skills Management

Match resources to projects based on skills, certifications, and experience for optimal project outcomes.

Time Optimization

Minimize resource conflicts and maximize billable time with intelligent scheduling and workload balancing.

Industry Solutions

Project Operations Across Industries

Tailored solutions for different types of project-based organizations and service delivery models

Ready to Optimize Your Project Operations?

Let our experts help you implement Dynamics 365 Project Operations to deliver projects more efficiently and profitably.