Dynamics 365 Project Operations

Comprehensive Project Operations Transformation for Your Organization

Microsoft Dynamics 365 Project Operations is a comprehensive, end-to-end solution that brings together project sales, planning, resource management, execution, and financials in one unified platform. It empowers organizations to win more deals with better visibility into sales pipelines, optimize resource utilization, accelerate project delivery timelines, and enhance profitability. By connecting cross-functional teams and providing real-time insights, it helps businesses deliver projects on time and within budget while improving collaboration and client satisfaction.

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KEY FEATURES

Integrated Project Management 

Connect project planning, execution, and tracking in one unified workspace.

Time & Expense Management 

Enable accurate time tracking, mobile expense capture, and automated approval workflows. 

Smart Resource Scheduling

Assign the right people to the right projects based on skills, availability, and utilization goals.

Seamless Sales-to-Delivery Handoff 

Move from quote to project delivery without data silos using connected opportunity management. 


AI-Powered Forecasting

Leverage AI to forecast project costs, revenue, and resource demand with precision.  


Built-in Financial Management

Track budgets, profitability, billing, and revenue recognition in real time. 
 

D365 Project operations Modules & Business Processes

Sales & Opportunity Management

Opportunity pipeline, quoting, proposal generation

Project Planning

Work Breakdown Structure (WBS), task dependencies, timeline creation 


Resource Management

Resource forecasting, availability tracking, scheduling board 


Project Analytics

Power BI dashboards, performance KPIs, utilization insights

Billing & Invoicing

Milestone billing, time-based invoicing, fixed fee invoicing

Revenue Recognition

Percentage completion, milestone-based revenue, integration with D365 Finance 


INTEGRATION

Advanced Project Planning & Collaboration

  • Project Integration: Sync Gantt charts and WBS for detailed planning.
  • Teams Integration: Collaborate on tasks with chat and file sharing.
  • Office 365 Integration: Manage docs via Word, Excel, and SharePoint.

Compliance & Finance Integration

  • Revenue Recognition Add-on: 
Compliant with IFRS & GAAP for time/milestone/fixed-fee recognition.

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  • Regulatory Controls: Secure audit trails, DLP controls, and approval workflows for financial documentation. 


AI & Machine Learning Extensions

  • AI Resource Scheduling: Predict demand and auto-assign tasks based on skills.
  • Forecasting Accuracy: Use AI/ML to improve cost and effort estimates.
  • Smart Recommendations: Suggest billing models, templates, and risk flags from past data.

Integration & Data Sync

  • Dynamics 365 Finance Integration: Real-time sync of billing, budgeting, invoicing, and project accounting data.
  • Customer Voice & Feedback: Collect post-project insights to improve delivery quality and satisfaction.
  • Microsoft Dataverse:Unified data across Sales, HR, Finance, and Project Operations.

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IoT & Remote Monitoring

  • Azure Monitor for Project Ops: Track system performance and data flow between integrated apps and modules.
  • Connected Asset Projects (for Field+Project Ops)
  • Monitor physical project: Linked assets for updates, status, and health. 


External Systems Integration

  • Project Integration: Sync Gantt charts and WBS for detailed planning.
  • Teams Integration: Collaborate on tasks with chat and file sharing.
  • Office 365 Integration: Manage docs via Word, Excel, and SharePoint.

Reporting & Analytics

  • Power BI Embedded Dashboards - Real-time KPIs, cost tracking, margin analysis, and project status updates.
  • Budget vs. Actual Reports:
Visual insights for budget consumption, forecast variance, and profit leakage.
  • 
Export & Automation:
Export timesheets, invoices, and project statements in Excel, PDF, etc

Industry Specific Add Ons

  • Engineering & Construction Templates: Preconfigured templates for phased billing, subcontractor management, BOQ tracking.
  • IT Services Project Suite: Agile boards, sprints, and contract-based billing models.
  • Consulting Project Toolkit:Resource planning, time capture, milestone billing, profitability dashboard.

OUR KEY OFFERINGS

Enterprise Process
Diagnostic/ Review

20%

Reduction in discovery
timeline

Implementations

30%

Improvement in
operational efficiency

System
Integration

90%

Reduction in data errors through integrations

Migrations
& Upgrades

50%

Faster system operations

Managed
Services

40% - 60%

Faster IT issue resolution

Support &
Maintenance

70%

Faster critical ERP issue resolution

KEY HIGHLIGHTS & VALUE PROPOSITION

Business Domain Expertise

In-depth domain knowledge to address specific industry challenges cutting down up-to ~30% unnecessary customization costs.

Tailored Solutions

Customized workflows with full lifecycle support. Improved Efficiency, CSAT, NPS.

Measurable ROI

Innovation and strategy for tangible value, guaranteeing real ROI over a longer duration, including build-in inflation -adjustments and time to market.

VALUE PROPOSITION

60%

faster adoption of new system organization wide

Customer Education & Enablement

Multi-Channel Training Content | Localized & Multi-Language Training Support | Proactive User Engagement Strategies | Market trends update

20%

Project Time While Delivering Future Proof Solutions.

Comprehensive E2E Services

Strategy | Process Consulting & Re-Engineering Design | Implementation | Continuous Improvement Services | Cross- Functional Team Collaboration

30%

Saves Up To On Recurring Cost

Cost-Effectiveness

Scalable Solutions | Template Repository Technical Library | Test Case Repository | Technical COE | Offshore Delivery Model

30%

Reduced Risk Exposure Up To, With Automated Monitoring Tools.

Risk & Compliance

Automated Risk Assessment | Regulatory-Ready ERP Solution | GDPR & SOX Compliant Framework | Al-Driven Compliance Alerts & Notifications

We Can Help You To Fill This GAP

Current Challenges

1

Fragmented Data

2

Inefficient Processes

3

Operational blind spots

4

Limited insights

5

Manual tasks

Desired Outcomes

Unified platform for all data

Workflow automation

AI chatbots

Real‐time Insights

Seamless integrations and more!

What Sets Us Apart

  • - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

  • - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  • - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  • - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  • - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

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  •  
  •  
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  •  - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

  •  - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  •  - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  •  - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  •  - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

Let's Make Something Amazing Together

Innovate and optimize your business process to achieve your organization goals and reduce overall business cost.

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