Microsoft Dynamics 365 Project Operations

Deliver projects on time and on budget with an end-to-end service that provides a single system of engagement for project sales, resourcing, delivery and billing teams.

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Project Management

Plan and deliver successful projects using a predictable and customer-centric service delivery model.

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Optimise Resources

Understand where your resources are allocated and how to make the most of them.

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Forecast Project Profitability

Use real-time insights to plan for successful outcomes and maximise profitability.

Introducing Project Operations

By combining advanced project sales and delivery capabilities with the accurate project accounting functionality of Dynamics Finance and the planning and management tools of Project, D365 Project Operations helps drive success and profitability. Get the visibility, collaboration, and agility needed to drive success across your project-centric business - from prospects to payments to profits.

Deal Management

Win more bids with better contract management and more accurate project quotes, forecasting, estimation, and scope.

Resource Utilisation

Ensure that you have the right people assigned to projects through resourcing insights, scheduling, governance, and skills matching.

Project Financials

Manage project accounting more accurately and ensure compliancy with International Financial Reporting Standards.

Project Management

Includes easy-to-use embedded Microsoft Project capabilities including Kanban boards and Gantt charts.

Time & Expenses

Submit, approve and reconcile time and expense entries on the go for efficient reimbursement and client billing.

Business Intelligence

Rapidly adapt using actionable insights from a consolidated view of project sales and financial data.

Demonstrating Dynamics 365 Project Operations

Benefits of Dynamics 365 Project Operations

Improved Customer Satisfaction: helps project service teams gives customers accurate timeline and cost detail. Inbuilt management and forecast tools help everyone keep on track and achieve project goals.

Empowering Teams: enables resources to update their profiles and skills to help project managers effectively allocate them. Through the native scheduling tools, each resource can understand the high level detail before commencing a project.

Optimised Resources: Scheduling and resource management features provide real-time transparency into the availability and utilisation of resources. Check resource availability at-a-glance and use forecasting to predict when resources will be in demand.

Gantt Chart Display - Dynamics 365 Project Operations

Next Generation Project Management

Intuitive project management capabilities provide real-time task tracking and insights into the project work being delivered. As time and expense entries are entered, projects are instantly updated, giving managers a dynamic view of how the project is progressing. With the familiar feel of Microsoft Project planning tools, Project Operations will help you progress your projects to a successful completion.

Project Operations Integrations

  • Dynamics 365 Sales - Collaborate on project contracts and statements of work.
  • Dynamics 365 Customer Voice - Trigger surveys to capture feedback during projects.
  • Microsoft 365 - leverage comms and collaboration capabilities of Office 365 applications.
  • Microsoft Teams - create a collaborative workspace where project teams can chat, share documents and exchange ideas to make the project a success.
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Project Operations & D365 Project Service Automation

As Dynamics Project Operations combines features of Microsoft Project, Dynamics Finance and Dynamics Project Service Automation (PSA), it is an upgrade to PSA for organisations. The added project management, accounting and expense management capabilities make Project Operation the better end-to-end application.

With this in mind, Microsoft have announced they won't be adding any new features to PSA, and any current PSA customers will be grandfathered over to Project Operations licensing. This is available for customers who purchased or renewed Dynamics 365 Project Service Automation SKUs before 1 October 2020. More information on tools for data migration from PSA to Project Operation is expected from Microsoft later this year.

Microsoft support for Dynamics Project Service Automation will not be available after October 2024.

Please do contact us if you require any more information, or are thinking of moving from Dynamics 365 Project Service Automation to Project Operations.

Find out more

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