Dynamics 365 Project Operations

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 that meet your customers’ cash-flow requirements.

Use standardized templates to quickly develop a detailed estimate, a schedule, and pricing for the quote

Consolidate your customer data into a single view using the built-in interoperation with Dynamics 365 Sales to get actionable insights for personalized customer engagements

Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures

Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.

Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place

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. Rate skills using proficiency models that adapt to your unique business needs.

Streamline scheduling with relevant skills-based assignments and up-to-date 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 from anywhere.

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 to comply with required policies.

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.

Support your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS).

Manage billing queues and add ad-hoc transactions for more precise invoicing. Add details and group transactions to customize invoices for optimal review and 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 use open APIs with an external enterprise resource planning (ERP) system to extend to accounts payable, accounts receivable, and general ledger capabilities.