Project-oriented business models are demanding: quotes must be calculated accurately, the right employees must be available at the right time, times and expenses must be recorded correctly, and projects must be billed on time. At the same time, your customers expect transparent communication and reliable budgets.
This is exactly where Microsoft Dynamics 365 Project Operations comes in. The solution connects sales, project management, resource planning, and finance from the sales opportunity through planning and implementation to invoicing and project controlling. All departments involved work together on the same data and therefore keep the entire project life cycle in view, whether on a fixed-price or T&M basis.
Dynamics 365 Project Operations can be used very effectively in combination with Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales. While Finance covers finance and accounting, Project Operations takes care of the project-based part – especially for service-oriented and project-oriented companies.
As a project-oriented company, we also know the project business inside out. We know how quoting, resource planning, time tracking, billing, and controlling have to work together – functionally and technically. That’s why we not only advise you on the optimal introduction of D365 Project Operations, but also on the right role for the solution within your system landscape.
Together, we develop a target vision, integrate D365 Project Operations into your existing IT landscape, and ensure that your project organization uses the solution profitably on a day-to-day basis – for greater transparency and control.
Dynamics 365 Project Operations connects sales, project management, resource planning, and finance in one application. You can see at any time which projects are in the pipeline, which are running, what the current budget consumption looks like, and what margins you are achieving. Dashboards and analyses provide the basis for quick, well-founded decisions – including for management teams with multiple locations at home and abroad.
Integrated resource planning provides a clear overview of your employees’ availability, skills, and workload. This reduces overload, idle time, and assignment duplication, and ensures that the right people are assigned to the right projects at the right time – a decisive factor for project-based companies in a highly competitive market.
Times, expenses, and licenses are recorded directly in the system and allocated to projects. You can use this data to generate consistent invoices that match your contract models – from time & material to fixed prices and hybrid models. This reduces manual rework, errors, and customer discussions.
For scenarios with a strong production and warehouse focus, the project module in Dynamics 365 Finance remains a strong choice. For service-oriented projects with a strong focus on time tracking, capacity management, and billing, Dynamics 365 Project Operations offers additional flexibility. We support you in combining both worlds in a meaningful way – for example, if you offer both manufacturing and project-based services.
Microsoft Dynamics 365 Project Operations is a solution for project-based business processes. It connects sales, resource, project management, and finance teams in one application to win more projects, deliver faster, and increase profitability.
Yes. Microsoft has transferred the Dynamics 365 Project Service Automation functionality to Project Operations and is continuing to develop Project Operations as a central product for project-based business processes.
Yes. There are standardized integration scenarios between Dynamics 365 Project Operations and Dynamics 365 Finance. This allows you to transfer project transactions – such as times, expenses, or fees – to Finance and process them further there.
Microsoft Dynamics 365 Project Operations is particularly suitable for project-based services that focus on time and cost tracking, capacity management, and flexible billing models – such as consulting, IT services, engineering, or agency projects. For scenarios with a strong focus on production or warehousing, we work with you to assess whether the project module in Finance or a combination makes more sense.
Project Operations is part of the Dynamics 365 family and is based on the same platform as Dynamics 365 Sales, Customer Service, and other applications. The solution can be extended via the Microsoft Power Platform – for example, for additional workflows, custom apps, or enhanced Power BI reports.
With Copilot, you also have access to AI functionality that, for example, suggests project plans, drafts status reports, or points out risks, thereby noticeably easing your day-to-day project management work.
We will be happy to help you choose your new solution! In our non-binding live demo, we will show you the environment and answer your questions.
We like constancy – with our colleagues as well as with our business partners and customers. Thanks to our strong staff retention, we can ensure that you benefit from long-term support from the same contact persons. This has a positive impact on the quality of our consulting services and our joint business relationship.
We are a Microsoft Solutions Partner specializing in Business Applications, Modern Work, Digital and App Innovations Azure and Data & AI Azure. We have already been appointed to the prestigious Microsoft Inner Circle by Microsoft three times. In concrete terms, this means that we maintain a very close relationship with Microsoft and can contribute additional expertise when supporting our customers.
Our experts pass on their knowledge to your specialist team in training courses and seminars.
Whether you need more information, are interested in a live demo or just want to talk to our experts, we look forward to hearing from you and getting to know you and your company!
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