Project Operations

Dynamics 365 Project Operations

Connect sales, resources, project management, and finance in one application. Optimize project profitability from opportunity to delivery.

35%

Project Margin Increase

90%

On-Time Delivery
Project Operations Dashboard

Complete Project Lifecycle Management

From opportunity to delivery, manage every aspect of your project-based business

Sales & Opportunity

Win more projects with accurate estimates and compelling proposals.

Resource Management

Optimize resource allocation and utilization across all projects.

Project Execution

Track progress, manage tasks, and ensure on-time delivery.

Financial Control

Monitor costs, revenue, and profitability throughout the project.

Key Capabilities

Comprehensive tools for project-based organizations

Project Sales

Opportunity to Quote Management

Win more projects with accurate estimations and professional proposals.

  • Project-based opportunity management
  • Resource-based pricing and quoting
  • Estimate templates and libraries
  • Competitive analysis tools
  • Proposal generation and tracking
Project Sales
Resource Planning

Intelligent Resource Management

Optimize resource allocation and maximize billable utilization.

  • Universal resource scheduling
  • Skills-based resource matching
  • Capacity planning and forecasting
  • Utilization tracking and analysis
  • Resource booking and assignments
Resource Management
Project Delivery

Streamlined Project Execution

Manage project tasks, timelines, and deliverables effectively.

  • Work breakdown structure (WBS)
  • Task management and tracking
  • Project timeline visualization
  • Progress monitoring and reporting
  • Collaboration and communication tools
Project Execution
Financial Control

Project Financial Management

Monitor project profitability with real-time financial insights.

  • Project budgeting and forecasting
  • Cost tracking and analysis
  • Revenue recognition and billing
  • Profitability analysis
  • Financial reporting and dashboards
Financial Management

Flexible Deployment Options

Choose the deployment model that best fits your organization's needs.

Cloud-First Deployment

Full cloud deployment with integrated Dynamics 365 applications.

Integrated with Finance

Deep integration with Dynamics 365 Finance and Operations.

Modular Implementation

Start with core modules and expand as your needs grow.

Deployment Types

Industry Applications

Tailored solutions for project-based industries

Professional Services

Consulting firms, IT services, and professional service organizations.

Construction & Engineering

Project-based construction companies and engineering firms.

Marketing Agencies

Advertising agencies and marketing service providers.

Manufacturing

Engineer-to-order and project manufacturing organizations.

Research & Development

R&D organizations and research institutions.

Training & Education

Training companies and educational service providers.

Project Operations in Action

See how Dynamics 365 Project Operations transforms project-based businesses

Dynamics 365 Project Operations Demo

Ready to Optimize Your Project Operations?

Transform your project-based business with integrated sales, resource management, and financial controls.

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