How Dynamics 365 for Project Operations Can Support Your Business

A new launch in the Microsoft Dynamics 365 family of products, D365 for Project Operations is rising in popularity. Malek Al-Shayeb, Principal PPM Consultant explores how D365 can support your organisation.

The author of this page: Malek Al-Shayeb
Malek Al-Shayeb, Principal PPM Consultant Oct 04, 2022

One of the newer solutions in the Microsoft Dynamics 365 suite of products, Dynamics 365 for Project Operations, was first released in 2020 bringing together sales, project management, finance, and resourcing processes into a single application allowing users to connect and engage different teams across the organisation. The ultimate solution to drive project success. Below we explore how D365 for Project Operations can support your organisation.                                                                                                                                                                         

Who is Dynamics 365 Project for Operations for?

D365 for Project Operations is primarily targeted at project-based organisations or those that provide professional services. These project-based organisations face numerous challenges that are not limited to a single business area. From converting leads to managing complex project delivery as well as ensuring complete visibility over resource allocation and project finances. With so many moving parts needing to be managed at once, it can be hard to keep on top of tasks with organisations often managing things separately using multiple systems. D365 for project Operations can make life easier, offering a single system to help manage all aspects of their project-based processes.

Key Features of D365 for Project Operations

Project Planning

D365 for Project Operations improves project planning with native integration with Microsoft Project. All elements of project planning from estimation and scheduling to completion can be managed within this single solution. Dashboards allow for increased visibility of project progress and easy access to real-time business insights.

Opportunity Management

Allows for better management of an organisation’s pipeline with visibility into potential opportunities, costings and project profitability. This ensures management is in a better position to react to new business opportunities.

Team Collaboration

D365 for Project Operations provides a secure workspace for all project members, partners and clients to share information and project data. Team members can collaborate more easily boosting productivity and efficiency.

Resource Management

Optimise resource management across project delivery, customer, and field service to ensure maximum value for your organisation. Forecast resource needs more easily with complete visibility to match skill sets with project needs to help improve project execution.

Time & Expense Management

Empower project team members to accurately track their project time and expenses for each specific task and project deliverable. Easily log time and expenses from any device ensuring better cost control for each project.

Customer Billing

D365 for Project Operations has the capabilities to allow project managers to update, approve and track all project-related costs with easy invoice generation that can easily be shared with the customer. Resource costings and billings can be managed based on the role the resource is associated with.

Service Analytics

Real-time business insights can help empower data-driven decisions within your origination. D365 for project operations provides helps track and report on essential project KPIs to ensure potential project issues are spotted early on to ensure the smooth running of projects.

Common Integrations for D365 for Project Operations

Power BI

Integrate D365 for Project Operations with Microsoft’s Power BI to incorporate powerful data visualisation into your solution to allow management easily drill down into data for deeper insights.

Microsoft 365

Take advantage of Dynamics 365’s native integration with Microsoft 365 apps commonly used by many organisations like Outlook, Word, Excel and SharePoint to help boost productivity.

Microsoft Teams

Take communication to the next level by integrating D365 for Project Operations with Microsoft Teams. Drive collaboration through the creation of project team chats and enable easy sharing of project documents.

ERP System

Another common integration for D365 for Project operations is ERP systems, this applies to not only Microsoft ERP Systems but third-party ERP solutions too.

If you would like to learn more about how D365 for project Operations could benefit your business, contact us today to speak to one of our specialists.

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