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Microsoft Dynamics 365 Project Operations

Discover a project management solution to help you manage your projects even better by increasing profitability and customer satisfaction at the same time.

Valid from: 19. 12. 2023

Projects in accordance with the brief

Microsoft Dynamics 365 Project Operations helps you track the current status of projects and proactively predict and plan the use of your project resources. It's a comprehensive solution that helps departments across the organization maintain customer relationships, estimate orders, and then deliver the project on time and on budget.

Projects are naturally chaotic. The mission of Microsoft Dynamics 365 Project Operations (Project Service Automation) is to tame this chaos. Without a schedule, a project is more likely to experience delays and cost overruns. Dynamics 365 Project Service Automation will help create a realistic schedule that respects current capacity, which is the key to a successful project. Creating templates from existing projects can save time and costs, and most importantly, leverage past lessons learned.

Benefits

  • Robust system covering all project processes
  • Support for teamwork
  • Efficient planning and cost-effective use of resources
  • Reduced administrative burden through simple reporting
  • Tracking all financial aspects of the entire project portfolio
  • Online access via mobile app

Efficient management of resources, time and costs

Microsoft Dynamics 365 Project Operations allows salespeople and project managers to collaborate on the design of customer opportunities, their cost, duration and projected profit. All the data obtained from the system allows the company's management to better understand the outlook of the orders and calculate the potential use of resources before the actual implementation.

Microsoft Dynamics 365 Project Operations helps predict resource requirements as early as the project profiling phase. The planning process itself uses powerful features that evaluate human resources by role, skills, certifications, location, available capacity or cost to engage the best potential talent for the project. The application is not only limited to internal resources, as a database of subcontractors can also be connected with the capacity tracking feature.

By tracking the right project metrics and KPIs, Microsoft Dynamics 365 Project Operations (Project Service Automation) always provides a clear view of whether all resources are being used efficiently and cost-effectively. For a detailed analysis, everything can be tracked at individual project stages or directly on the project tasks.

Project quality and invoicing support

Microsoft Dynamics 365 Project Operations enables evaluation on individual project tasks that reflects the overall status of all projects. All financial aspects of the project portfolio are tracked through built-in dashboards.

Interactive dashboards provide management with a foundation for understanding all aspects of the projects - their success, cost, revenue and other key performance indicators. Through integration with Forms Pro, effective customer satisfaction forms can be created to collect feedback on the services delivered.

Microsoft Dynamics 365 Project Operations allows you to create clearly defined project contracts with customers on a fixed price or time and materials basis. For fixed price projects, billing milestones are set and compared to actual costs in a given period. Time and materials projects can be invoiced directly from the data provided in the project's statements of work for the actual period covered. The application can also track unbilled work.
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