Dynamics 365 For Project Operations

Make your projects successful and profitable

Put your people in pole position to win as many contracts as possible and utilize their capabilities to the maximum. Additionally, speed up project delivery and optimize profits with Dynamics 365 Project Operations.

Dynamics 365 Project Operations Demo - Dynamics Square

Dynamics 365 Project Operations Demo - Dynamics Square

Explore Dynamics 365 Project Operations capabilities

Simplify deal management for all parties involved

  • Accommodate all customer needs by customizing resource-based costing and pricing

    Fine tune pricing and cost variations based on geography and local market economics that have an impact on your global workforce and exchange rates.

  • Create ideal deal-structures for project-based customers

    The application allows you to create fixed-price, time and materials and retainer type contracts for projects through flexible billing models that suit cash-flow requirements shared by customers.

  • Develop flexible pricing structures and accurate quotes to trim deal cycles

    Once you generate a high-level estimate, build standardized templates to develop a detailed estimate, schedule and monetary values for quotes.

  • Create a strong pipeline and a unified sales dashboard

    Connect Dynamics 365 Project Operations with Dynamics 365 Sales to consolidate customer data from various sources into a single view. Actionable insights available through the intuitive and flexible customer data platform help deliver personalized customer experiences.

Dynamics 365 Project Service Automation - Dynamics Square
Dynamics 365 Project Operations Demo - Dynamics Square

Benefit from enhanced project management capabilities

  • Empower project managers with the latest tools

    Raise overall productivity with the help of embedded Microsoft project capabilities such as accessible dashboards, task management, scheduling, interactive Gantt charts and work-breakdown structures.

  • Monitor the progress of your projects

    Use the application to accurately estimate required manpower, expenses and material, in order to track the planned-to-actual consumption as projects begin to make progress. Furthermore, take full advantage of built-in insights to understand how current projects trend and take timely decisions in case of course correction needed.

  • Create an environment conducive to better teamwork using Microsoft Teams

    Encourage collaboration across the project lifecycle by bringing together all cross-functional teams under one umbrella, and have them collaborate on project plans, scope and budget while recording their conversations, sharing content and using necessary apps all in one place.

Maximize scheduling of resources and tasks

  • Optimize utilization of resources

    Delegate work in such a manner across all resources so that project delivery happens on time and execution is pristine.

  • Assign projects to people with the most relevant skillset

    Create resource profiles using Dynamics 365 Project Operations to match people with projects. Rate their skills using proficiency models capable of adapting to unique business needs.

  • Predict required resources accurately through intelligent scheduling

    Use Universal Resource Scheduling to streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into availability of resources.

Dynamics 365 Project Operations Demo - Dynamics Square
Dynamics 365 For Project Service Automation - Dynamics Square

Make time tracking and expense management easy

    • Submit time and expenses on the go to accelerate productivity

      Handle time and expense submissions using the mobile app or browser irrespective of location. Also, use optical character recognition (OCR) capabilities to automatically create expense lines from upload receipt images.

    • Get complete visibility over reporting and approvals

      Use the application’s features such as policies, approvals and reporting for comprehensive visibility on your organization’s reporting and approvals. Also, get the liberty to submit, approve, process and reconcile time and expenses anytime and anywhere.

    • Merge time and expenses processes

      Start monitoring expenses in various currencies, at the same time integrating with project accounting, payroll and invoicing for a thorough experience.

Streamline project financials and raise business performance

  • Calculate revenue accurately and well within time

    Benefit from the application’s built-in multicurrency, project financials and revenue recognition compliant features with International Financial Reporting Standards (IFRS) to cultivate best practices and support global teams and in the process, also adhere to published accounting standards.

  • Invoice customers quickly and improve cash flow

    Invoice smartly and effectively by managing billing queues and ad-hoc transactions with greater efficacy. Customize invoices by adding details, grouping transactions for better view and reconciliation.

  • Manage project accounting with greater accuracy

    Combine accounting rules for cost, revenue, accruals and postings to leverage project cost and revenue profiles for fixed-price or time and material billing. Start forecasting cash flow for in-depth information on project finance by reviewing project statements in details.

  • Create a more service-centric ERP system

    Integrate Dynamics 365 Project Operations with Dynamics 365 Finance and use open APIs with an external ERP system to further extend purchase ledger, sales ledger and general ledger capabilities.

Dynamics 365 Project Operations Invoice
Dynamics 365 Project Operations Demo - Dynamics Square

Use actionable business insights to increase overall agility

    • Improve business performance and profits by having greater visibility

      Make your decision making better by using built-in dashboards surfacing key KPIs such as resource utilization, forecasting and budgeting. Also improve information integration by gaining access to important business intelligence and insights.


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Dynamics 365 Project Operations



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Why Dynamics Square?

Dynamics Square is a leading Microsoft Dynamics partner offering services, providing top-notch technology solutions and services in some of the leading Australian cities namely Sydney, Melbourne, Perth, and Brisbane. We leverage market-leading technologies, consultants, processes and proven methodologies to drive your businesses’ digital transformation. Thanks to our unwavering focus towards quality, we have a resounding client-base not just in Australia but also in other parts of the world.

Years of Expertise- Dynamics Square

Years of Expertise

Our years of expertise helps us to align ourselves with our customer’s business needs, expectations with Microsoft Business Solutions.

In-depth Knowledge - Dynamics Square

In-depth Knowledge

Our in-depth knowledge of products, technology, and Industry helps us to design the solution that align with our customer’s business needs.

Subject Matter Experts - Dynamics Square

Subject Matter Experts

Our highly experienced team of Professionals having the collective experience of over hundreds of successful Project implementations.

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