OVERVIEW
Dynamics 365 Project Operations overview
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
- Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
- Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models.
- Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.
- Consolidate your customer data using the built-in interoperation with Dynamics 365 Sales to get actionable insights.
- Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.
- Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
- Bring your teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps.
- Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
- Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.
- Easily distribute workloads across your resources to optimize project delivery.
- Maintain resource profiles to easily match people’s skillsets with projects and rate skills using proficiency models.
- Streamline scheduling and get visibility into resources’ availability using universal resource scheduling.
- Use the mobile app or a browser to itemize expense entries, approve and review expenses, and receive expense-related notifications.
- Give your teams easy-to-use time and expense tracking tools to support policy compliance.
- Use configurable rules and automated workflows for time and expense submissions, approvals, and reporting.
- Support your global teams’ adherence to accounting standards and practices, including International Financial Reporting Standards (IFRS).
- Manage billing queues, subscriptions, and progressive billing. Add details and group transactions to customize invoices for easy reconciliation.
- Set up project cost and revenue profiles for fixed-price or time and materials billing using accounting rules for cost and revenue, accruals, and postings.
- Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.
- Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.
- Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.
- Generate budget and time snapshots to forecast in resource and non-stocked deployments.
Features
Dynamics 365 Project Operations features
Increased productivity with AI
Copilot helps automate actions using AI capabilities such as natural language processing.
Improved accuracy
Shorten the deal cycle with more accurate quotes, forecasting, estimation, and contractor management.
Optimized resource utilization
Enable better resource management to align the right people with the right skills to the right project.
Enhanced collaboration
Get contextual insights within the flow of work by centralizing conversations, documentation, and apps in Microsoft Teams.
Simplified time and expense processes
Improve productivity with standardized project templates for easier submissions and approvals from anywhere, anytime.
Enhanced project visibility
Apply insights throughout the project lifecycle to guarantee delivery within deadlines and budget, maximizing profitability.
Pricing
Simple, straightforward pricing
Dynamics 365 Project Operations
¤135.00
user/month
Price does not include tax.
Price does not include tax.
This product is not available in your market.
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
Partners
See how Dynamics 365 can help your business
Assessment services
Get a business assessment to find your ideal Dynamics 365 solution.
Implementation services
Begin rolling out Dynamics 365 within your organization.
Industry services
Get a briefing on the benefits of Dynamics 365 to your specific industry.
CUSTOMER STORIES
How customers are using Project Operations
RESOURCES
Explore e-books, webinars, and other resources
Request a call
Have a Dynamics 365 specialist contact you.
Get started
Already a Dynamics 365 customer? Sign in to get started.
[1] Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, Greg Leiter, Robert Anderson, Dixie John, Tomas Kienast, David Penny, 3 October 2023.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Follow Dynamics 365