Deliver projects on time, on budget and on margin
Connect sales, resourcing, planning, time tracking and billing in one AI-powered platform, so every project is visible from quote to final invoice.
Quote
Plan
Track
Bill
One project record from the first estimate to the final invoice.
OVERVIEW
One platform from first quote to final invoice
Microsoft Dynamics 365 Project Operations is an AI-powered platform that brings sales, resourcing, planning, time tracking and financials together for project-based businesses.
It gives every project a single record, so managers see profitability and deadlines as work progresses, not after it closes.
SOUND FAMILIAR?
The project challenges we hear most often
Microsoft Dynamics 365 Project Operations helps businesses manage complex project activities across different teams and departments. Disconnected systems, manual processes, and limited visibility can lead to project delays, budget overruns, and inefficient resource management. A unified solution streamlines project planning, resource allocation, financial management, and team collaboration, enabling businesses to improve productivity, control costs, and deliver projects more efficiently.
- Estimates live in spreadsheets and drift from delivery.
- Resources are double-booked across projects.
- Timesheets arrive late, so invoices are delayed.
- Margin is only known after the project closes.
- Clients ask for status updates that take hours to compile.
- Project and finance data sit in separate systems.
FEATURES
Everything a project business needs, in one place
Project planning and Gantt
Visual plans, task assessment and milestone tracking.
Resource management
Schedule the right people and plan capacity ahead.
Time and expense tracking
Log time and costs against each project with approvals.
Accounting and billing
Real-time cost and profit, with automated invoicing.
Quotes and sales
Generate quotes from projects and manage the pipeline.
Analytics and insight
Visual profitability and progress, with Power BI.
SOUND FAMILIAR?
The delivery challenges we hear most often
Most project problems come from estimates, timesheets and resource plans that live in separate places.
Estimates drift from delivery
Quotes built from templates and AI-assisted cost estimates.
Resources are double-booked
Skills-based planning with clear capacity views.
Timesheets are arrive late
Time and expenses approved and billed against each project.
Margin is known too late
Real-time cost and profit for every project, not only at close.
LIFECYCLE
From first quote to final invoice
Sell
Build quotes from projects and convert won work into delivery.
Plan
Set milestones, tasks and Gantt views for each project.
Staff
Assign people by skills, availability and capacity.
Deliver
Capture time and expenses with multi-level approvals.
Bill
Invoice on time and track profitability as it changes.
DEPLOYMENT
Choose the deployment that suits your business
01
On-premise
Hosted on your own infrastructure, with full control over customisation and security.
02
Cloud
Automatic updates, scalability and seamless integration with Microsoft applications.
03
Hybrid
A balance of cloud scalability and on-premise control, tailored to your data needs.
FIT
Is Project Operations the right fit?
A strong fit for
- Straightforward project management needs
- Services firms managing quotes, resources and billing
- Smaller and mid-sized enterprises connecting finance and delivery
Consider alternatives when
- Programmes need very large or complex project structures
- You need ticketing, where Customer Service fits better
- You need advanced field routing, where Field Service fits better
CONNECTED ECOSYSTEM
Works with the Microsoft tools your teams already use
Dynamics 365 Sales
Turn estimates into projects and keep pipeline and delivery aligned.
Finance and Operations
Track costs, profit and invoicing against each project.
Human Resources
Assign the right people and capture time with confidence.
Power BI
Visual reporting on performance, financials and delivery.
Microsoft Teams
Shared workspaces and files for every project team.
Azure
A secure, scalable cloud foundation as you grow.
OUR PROCESS
Implementation with DynamicsXpert
01
Consultation
We assess your workflows, issues and objectives before recommending a strategy.
02
Implementation
Seamless deployment with minimal disruption and a managed transition from legacy systems.
03
Customisation
Automation and features shaped around the unique needs of your industry.
04
Support
Migration, upgrades and 24/7 technical support after go-live.
FAQ
Project Operations questions, answered
An AI-powered Microsoft platform that unifies sales, resourcing, planning, time tracking and financials for project delivery.
Businesses with straightforward project management needs, such as services firms, consultancies and smaller enterprises. Very complex programmes may need a broader solution.
Project costs, profit and invoicing are tracked alongside Dynamics 365 Finance and Operations, so project and finance data stay aligned.
On-premise, cloud and hybrid. We recommend the option that fits your data, security and IT requirements.
It depends on the number of projects, users and integrations. A focused pilot can start quickly, with the wider rollout phased after assessment.
Ready to see every project clearly, from quote to close?
Tell us about your projects and goals. We will suggest a practical scope and the next steps.
CONTACT
We are ready to help!
Whether you are evaluating Project Operations, planning a migration or need support, our team is here to help.
- info@dynamicsxpert.com
- +971 58 586 8875
- Hyderabad, Telangana, India
DynamicsXpert is a Microsoft Dynamics 365 partner helping businesses run on connected ERP, CRM, Power Platform, AI and cloud solutions, with GST-ready e-invoicing built in.
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