Microsoft Dynamics 365 Project Operations_

Dynamics 365 Project Operations makes it easy deliver profitable projects on time and within budget.

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What is Dynamics 365 Project Operations? 

Dynamics 365 Project Operations is a comprehensive project delivery platform that brings together sales, resourcing, delivery and finance within a single, integrated application.

It enables organisations to manage projects end to end, from quoting and contract creation through to project planning, resource allocation, time and expense capture and billing. Sales teams can build accurate project quotes based on plans, estimates and pricing models, while delivery teams benefit from intelligent project management tools with flexible views and real‑time insight.

With built‑in project finance capabilities, organisations can manage fixed‑price and time‑and‑materials projects, raise invoices for work, materials and expenses, and track profitability and utilisation throughout the project lifecycle.

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“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

Why use Dynamics 365 Project Operations?

Many organisations struggle to maintain alignment between sales commitments, delivery plans and financial outcomes. When projects are managed across disconnected tools, it becomes difficult to set realistic expectations, manage resources effectively and maintain visibility over margin and delivery performance.

Project Operations helps resolve this by connecting quoting, delivery and finance within a single platform. This reduces disconnects between teams, improves confidence in timelines and costs, and supports more controlled, predictable project delivery.

Leaders also gain clearer insight into performance and utilisation, teams can respond more effectively to change, and the business is better positioned to scale project‑based work with confidence.

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With these achievements under our belt, we’re more than equipped to guide your business to smarter technology and processes.

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, set milestones and track progress, 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 

The Infinity Group approach_ 

At Infinity Group, we don’t just implement Dynamics 365 Project Operations – we run our own projects on it. That first‑hand experience shapes how we deploy the platform for our customers, grounding our approach in what works in day‑to‑day project delivery.

We start by aligning Project Operations to your commercial objectives, delivery model and customer expectations, using our own operational insights to shape a clear, outcome‑driven business case and secure cross‑organisation buy‑in. We then manage the full implementation lifecycle, guiding you from requirements and design through to go‑live using a proven delivery approach that reduces risk.

Beyond go‑live, we focus on sustained success. Through user training, mentoring and optional ongoing support, we help teams embed Project Operations into everyday working practices.

Infinity Group in stats_

We drive real results and keep our clients happy.

97.3 %

satisfaction rate

98.7 %

customer retention rate

76 %

SLA adherence

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 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 

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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