Dynamics 365 Project Operations
Quote, staff, deliver and bill project work in one system, so you can see which projects make money.
Request a Demo
Sound familiar?
- Quotes, resourcing, time and invoices all live in different tools
- Nobody knows which projects are profitable until they are over
- Project managers cannot see who is available to staff a new job
- Time and expenses arrive late and incomplete
Lead a profitable project-centric business
Empower your teams to win more contracts, optimize resource utilization, accelerate project delivery, and get business insights from sales to project financials.
Improve deal management experiences
Customize resource-based costing and pricing
Customize resource-based costing and pricing
Model pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
Use deal structures tailored for project-based organizations
Use deal structures tailored for project-based organizations
Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.
Shorten the deal cycle
Shorten the deal cycle
Use standardized templates to quickly develop a detailed estimate, a schedule, and pricing for the quote
Manage your pipeline with a unified sales dashboard
Manage your pipeline with a unified sales dashboard
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
Drive success through enhanced project management capabilities
Give project managers the tools they need to succeed
Give project managers the tools they need to succeed
Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures
Estimate and track projects to budget
Estimate and track projects to budget
Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
Collaborate easily across the project lifecycle
Collaborate easily across the project lifecycle
Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps, all in one place
Adjust projects based on key insights
Adjust projects based on key insights
Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
Get answers from community portals
Get answers from community portals
Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.
Optimize resource utilization
Set up voice channels
Set up voice channels
Easily distribute workloads across your resources to optimize project delivery.
Align the right people to the right projects
Align the right people to the right projects
Maintain resource profiles to easily match people’s skillsets with projects. Rate skills using proficiency models that adapt to your unique business needs.
Anticipate resourcing needs with intelligent scheduling
Anticipate resourcing needs with intelligent scheduling
Streamline scheduling with relevant skills-based assignments and up-to-date visibility into resources’ availability using universal resource scheduling.
Simplify time tracking and expense management
Submit time and expenses on the go
Submit time and expenses on the go
Use the mobile app or a browser to itemize expense entries, approve and review expenses, and receive expense-related notifications from anywhere.
Make team member compliance easier
Make team member compliance easier
Give your teams easy-to-use time and expense tracking tools to support policy compliance.
Ensure accurate reporting and expense policy adherence
Ensure accurate reporting and expense policy adherence
Use configurable rules and automated workflows for time and expense submissions, approvals, and reporting to comply with required policies.
Improve visibility for greater business impact
Visualize key insights for fast, informed decisions
Visualize key insights for fast, informed decisions
Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.
Democratize data to eliminate silos
Democratize data to eliminate silos
Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.
Create forecasting snapshots
Create forecasting snapshots
Generate budget and time snapshots to forecast in resource and non-stocked deployments.
Drive business performance through streamlined project financials
Recognize revenue accurately and on time
Recognize revenue accurately and on time
Support your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS).
Improve cash flow by invoicing customers quickly
Improve cash flow by invoicing customers quickly
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.
Manage your project accounting with higher accuracy
Manage your project accounting with higher accuracy
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.
Expand to a service-centric ERP system
Expand to a service-centric ERP system
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.
What a Project Operations deployment costs
Clear ranges so you can plan a budget before the first call. Pick the tier closest to your situation.
Local currency amounts are indicative. Your quote confirms the final price.
Essential
A full deployment for a project-based business.
$80,000 to $130,000
one-time project
USD list price: $80,000 to $130,000
- A range becomes a fixed price after a short scoping call. What moves a price: users and departments, data to migrate, integrations, and how much is configured versus built.
- Optional annual support and managed governance starts at 18% of the project value per year (minimum $1,800). Changes after go-live are $85 per hour, or a prepaid 20-hour block for $1,600.
- Prices exclude VAT (16% in Kenya) and withholding tax.
Not sure which fits? Tell us your team size and what you use today and we will point you to the right option.
Questions we hear most
Who is Project Operations for?
Organizations whose business is projects: consultancies, contractors, agencies and professional services firms.
Does it cover time and expenses?
Yes. Team members can submit time and expenses on the go, with policy checks built in.
Can it handle project billing?
Yes. It supports invoicing, revenue recognition and project accounting, and can expand to a service-centric ERP.
More solutions you may need
ERP & Operations
Dynamics 365 Business Central
One system for finance, sales, purchasing and stock, so your numbers agree and month end stops being a fire drill.
ERP & Operations
PropertEase - Property Management by Sibasi
Manage prospects, viewings, leases, maintenance and inspections for residential and commercial property in one app.
ERP & Operations
Asset Management - Asset Management App by Sibasi
Know where every asset is, who has it and what state it is in, from purchase to disposal.
Interested in Dynamics 365 Project Operations?
Let's explore how it can work for your organization.
Talk to an Expert