Dynamics 365 Project Operations is a new Microsoft Dynamics 365 application that replaces the existing project management and accounting modules in Dynamics 365 Finance and Microsoft's previous Project Service Automation (PSA) solution.
Dynamics 365 Project Operations is a new Microsoft Dynamics 365 application that replaces the existing project management and accounting modules in Dynamics 365 Finance and Microsoft's previous Project Service Automation (PSA) solution.
Today's service-based firms have substantial problems acquiring new businesses, retaining the finest employees, and boosting profit margins. A solution that fully reimagines the project delivery lifecycle by bringing together cross-functional teams to provide differentiated customer experiences is required for success.
Dynamics 365 Project Operations works with your existing systems because it is built on the Microsoft Power Platform. Easily adapt to changing market conditions by customizing, extending, and linking your existing Microsoft apps and services such as Microsoft Dynamics 365, Microsoft Teams, SharePoint, and Microsoft 365.
How Dynamics Project Operations help Businesses to Grow
Win More Business
Dynamics 365 Project Operations extends the Microsoft Dynamics 365 Project Service Automation (PSA) capabilities to simplify all aspects of project-based sales—from pricing and estimates to quotes, forecasting, contract management, and more—to help you win more deals nail the sales hand-off to delivery teams.
Provide Your Staff with the Resources They Require to Succeed
Teams that are more connected and productive are the foundation of operational excellence. Improve collaboration across the project lifecycle by bringing together cross-functional teams around project planning, scope, and budget, all while capturing conversations, exchanging material, and using apps in Microsoft Teams.
Through embedded Microsoft Project capabilities, Dynamics 365 Project Operations provides your team with visual project planning and delivery tools.
Improve Resource Utilization
Assign the appropriate personnel with the appropriate skill sets to the appropriate project. Whether your organization's resource allocation is centralized or owned by project managers, Dynamics 365 Project Operations combines all resource management procedures into a single integrated solution. Give your organization the tools to optimize resource scheduling and allocation, increase visibility through intelligent scheduling, and maximize utilization.
Make time tracking and expenditure management easier.
Dynamics 365 Project Operations automates time entry and cost management by allowing team members to submit, approve, process, and reconcile documents anytime and from any location. Employ expense policies to control employee spending and maintain fiscal and regulatory compliance.
Streamlined Project Financials Will Increase Project Profitability
Dynamics 365 Project Operations extends Microsoft Dynamics 365 Finance's project management, and accounting (PMA) features to help you maximize profitability and manage finances throughout each project phase. To assist compliance, configure project cost and revenue parameters to promote efficiency across accounting, including global parameters regulating any legal entities related to your projects.
Assist Your Team in Making Educated Decisions
Make more educated business decisions in less time. Dynamics 365 Project Operations combines operational workflows to improve business agility by improving visibility and providing actionable insights across your project-based operations. Empower your team with essential, up-to-date information about the health of your projects, given directly within the flow of work for increased productivity.
Begin Right Away
More information about Dynamics 365 Project Operations may be found here. If you have any questions or want to learn more about the next stages for your existing investment in PSA, PMA, or cost management, Online24x7 is a certified Microsoft Partner who can help you with the entire Dynamics 365 implementation.