Microsoft Dynamics 365 Project Operations_

Deliver profitable projects on time and within budget whilst building strong customer relationships.

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What is Dynamics 365 Project Operations? 

Dynamics 365 Project Operations is a complete project management platform, covering selling, resourcing, delivering and finance for projects. A comprehensive sales solution enables you to quote for projects based on a project plan and expense estimates with various pricing strategies. 

Project managers gain intelligent project management tools to plan and manage projects with customisable report views and AI-powered insight. Resource managers can use schedule boards to allocate resource and forecast demand for improved management. 

Project finances can be managed with the ability to raise invoices for fixed price and time and materials projects, as well as associated materials and expenses. Built-in tools help track project profitability and resource utilisation. 

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Why use Dynamics 365 Project Operations?

Dynamics 365 Project Operations can help you accurately quote for project-based sales, with a role-based work breakdown structure along with expense and material estimates. You can analyse the potential profitability and timescales for projects to compare them to customer expectations to ensure you are aligned. 

Dynamics 365 Project Operations also contains a comprehensive data model to give you visibility of resource and associated demand, allowing for better management. 

Finally, Dynamics 365 Project Operations offers a complete solution for managing projects, from planning and execution through to finance and reporting. With all your data and documentation in once place, you have a consistent data store and set of processes. 

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With these under our belt, we’re more than qualified to deploy Dynamics 365 for your organisation.

What are the benefits of Microsoft Dynamics 365 Project Operations? 

 

Boost collaboration: Foster seamless collaboration among teams and ensure everyone is aligned on project goals and progress 

Improve resource management: Efficiently manage your resources by optimising allocation and preventing overbooking or underutilisation 

Real-time visibility: Gain real-time insights into project performance, including progress, costs and risks, enabling proactive decision-making 

Streamline planning: Create detailed project plans, assign tasks, set milestones and track progress effectively, reducing the likelihood of delays or cost overruns 

Automation: Automate routine tasks such as time tracking, expense management and invoicing, saving time and reducing errors 

Manage finances: Improve financial control with accurate cost tracking, budgeting and forecasting 

Data insights: Leverage analytics and reporting to make informed decisions based on data-driven insights 

Scalability: Accommodate the growth of your business by scaling the solution to meet your evolving needs 

How do Infinity Group deploy Dynamics 365 Project Operations? 

Our highly skilled team of Microsoft Dynamics 365 specialists have successfully deployed Dynamics 365 Project Operations for hundreds of businesses across the UK.  We start by assessing your business objectives and customer needs to define the capabilities you need and how Dynamics 365 Project Operations can add value. Then we work with you to create a thorough business case that guarantees cross-organisation buy-in.  

We’ll then support you in the end-to-end implementation of your solution, using our unique methodology to deliver transformative value and guide you smoothly from requirement definition to go-live. We can work with your end users to train and mentor them in the use and management of Dynamics 365 Project Operations, while providing the tools you need for ongoing success. 

And, if you want ongoing support, we can provide services for break fix support, application monitoring, “how-to calls” and delivery of minor change to your platform, as an extension of your IT support organisation. This includes helping you to assess Microsoft’s twice-yearly update releases, allowing you to gain evergreen value from Dynamics 365. 

“The expertise and collaborative approach throughout the process meant we were able to streamline operations, reduce manual work, and set a strong foundation for future growth.

David Fulker

Head of Business Transformation

Dynamics 365 Project Operations key features_

Automation: Automate repetitive tasks with ease to ensure you are focussing on high value tasks 

Insights: Deeply understand your projects based on insights from across the organisation to better manage resource forecasting and demand 

AI: Use the latest AI tools to generate project plans and status updates, allowing your team to work smarter 

Productivity: Increase productivity with automation, a single data platform and easy access from any location 

Project Operations FAQs_

What is Dynamics 365 Project Operations Attach?

Attach licencing refers to discounted licences that are available if you are already using another Dynamics 365 application, such as sales or customer service. When purchasing two or more products, the most expensive is the ‘Base’ licence and others can be purchased at ‘Attach’ pricing. 

Is Microsoft Dynamics Project Operations a project management tool?

Yes, and much more. Dynamics 365 Project Operations covers the whole project lifecycle including sales, project planning and delivery and billing. The core project management tools utilise project for the web, with Dynamics 365 delivering all the associated functionality around it. 

Who can use Dynamics 365 Project Operations?

Dynamics 365 can benefit a wide range of business roles, including: 

  • Project Managers: Responsible for planning, executing and monitoring projects, ensuring they are delivered on time, within budget, and to the desired quality. 
  • Project Coordinators: Assist project managers in administrative tasks, such as scheduling, resource allocation and communication. 
  • Project Team Members: Individuals who contribute to the execution of projects, including engineers, designers, developers and more. 
  • Finance Professionals: Responsible for managing project budgets, tracking costs and invoicing clients. 
  • Customer Service Representatives: Handle customer inquiries and issues related to projects. 
  • Sales Professionals: Involved in the initial sales process and transition of opportunities into projects. 

How much does Dynamics 365 Project Operations cost?

Dynamics 365 Project Operations pricing starts from £98.60 per user, per month. Our licensing experts can help you to get the best price for your business, covering all your technological needs. 

What does Dynamics 365 Project Operations integrate with?

Dynamics 365 Project Operations can integrate with a wide range of applications and systems, both within and outside the Microsoft ecosystem. 

  • Dynamics 365 Business Central: Get a unified view of project financials, including costs, revenue and profitability. 
  • Dynamics 365 Sales: Provides seamless transition from opportunity management to project execution, ensuring a smooth sales-to-project workflow. 
  • Dynamics 365 Customer Service: Enables integration of project-related support and service requests, ensuring customer satisfaction throughout the project lifecycle.    
  • Dynamics 365 Field Service: Integrates field service operations with project tasks, allowing for efficient scheduling and management of field technicians. 
  • Microsoft Teams: Enables collaboration and communication within project teams, fostering efficient teamwork and knowledge sharing.    
  • Power BI: Provides advanced analytics and reporting capabilities, allowing for data-driven decision making and project performance insights.    
  • Microsoft Project: Offers project planning and scheduling capabilities, complementing the project management features in Project Operations.    
  • Azure DevOps: Integrates with Azure DevOps for source control, build and release management, supporting agile development methodologies. 
  • Microsoft Power Automate: Enables automation of repetitive tasks, streamlining workflows and improving efficiency.    
  • Third-party ERP systems: Integrates with other ERP systems through APIs or connectors, allowing for data exchange and synchronization. 
  • Time tracking systems: Integrates with time tracking systems to capture employee hours worked on projects, facilitating accurate billing and resource management.    
  • Expense management systems: Integrates with expense management systems to track and manage project-related expenses.    

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