Our highly skilled team of Microsoft Dynamics 365 Consultants have successfully deployed Dynamics 365 Project Operations for 100’s businesses across the UK and have a vast experience of tailoring the solution for all businesses types.
Most of the functionality within Project Operations (Formerly known and Project Service Automation) will be familiar to existing Project Service Automation users, but with the added benefit of more advanced project planning tools, including a Gantt chart and drag and drop project planning, as well as advanced accounting functionality provided by the finance module. The cost for Project Operations licenses are listed at the bottom of this page.
Manage and deliver projects on time and on budget every time
Empower employees to work efficiently using automation and collaboration tools
Automate monotonous parts of your sales processes so your team can focus on selling
As one of the leading cloud-based project management solutions, Project Operations assists users from the initial sale through to invoicing, with capabilities for planning, creating estimations, forecasting, progress-tracking, management, billing and more.
Keen to migrate from Project Service Automation?
There is a migration path provided by Microsoft to transition from PSA to Project Operations, with customers having up to 4 years to make the transition. Read our latest blog for more information on this topic.
Microsoft Dynamics 365 Project Operations combines the best of breed components from the following three existing applications:
By combining the best components from these three existing products and building the new solution on the Common Data Service, Microsoft have created a complete offering for professional services organisations which can truly manage projects from end to end. By combining the advanced sales and delivery capabilities of PSA with the accurate project accounting functionality of Finance and the intuitive planning and management tools of Project, Project Operations promises to be an excellent platform to grow your consultancy business.
The Dual Write functionality of Microsoft’s Power Platform ensures that data is seamlessly integrated between your operational and financial systems, making sure data is processed in the best tool for each job.
Project resources can access Project Operations from within a browser and on a mobile device, giving them the flexibility they need to do their job well. Resources also have their own individual profiles which they can amend by add their skills which aids managers to select the jobs that they want. They can understand all the high level details they need to know before commencing a project.
The scheduling and resource management capabilities give real-time transparency into resource supply and allocation. Managers will immediately know which resources are available and decide how best to utilise them and the forecasting can intelligently predict when resources will be in demand, cutting down on waste and increasing efficiency and ensuring the project runs seamlessly.
The unified sales management dashboard brings together product and project-based opportunities and advises users on which deals to prioritise. The data allows users to highlight at risk deals and identify the predicted profitability of deals, calculated using cost, effort and revenue figures. By using a portal, users can engage directly with customers and project stakeholders during the planning and enactment phase. Microsoft Teams is also favoured to collaborate and communicate throughout projects.
Intuitive time submission options ensure that project resources are never late. Users can submit, approve, and reconcile both time and expenses from anywhere using the dedicated Dynamics 365 mobile application for Android and IOS devices. The high accessibility means that agents can respond quickly to project changes. They can spot and target risks by tracking the key performance indicators displayed in the dashboard.
Dynamics 365 Project Operations connects sales, resourcing, project management and finance teams in one application to win more deals, accelerate projects, optimise delivery and maximise profitability.
The application has a 20-user minimum threshold i.e., you are required to purchase 20 licences minimum to use it. More details can be found in the table below. In addition, you can also purchase Dynamics attach’ licenses for Sales, Customer Service, Field Service and HR at £15.10 user/month view our Dynamics 365 licensing page for more information about these.
|License Type||Description||Cost user/month|
|Dynamics 365 Project Operations||Project Operations connects sales resourcing, project management, and finance teams within a single application. Examples of full users include Account Managers, Project Assistants and Project Accountants. (20 users minimum).|