Microsoft Dynamics 365 Project Operations

Want to find out how top-performing teams manage resources, timelines, and revenue - without breaking a sweat? Here’s the secret.

Microsoft Dynamics 365 Project Operations streamlines every stage of project delivery—from planning and resource allocation to execution and billing. It connects teams and tools across your organisation, giving you one platform to track budgets, timelines, and deliverables in real time.

With built-in dashboards, automated workflows, and seamless integrations, you can forecast more accurately, reduce manual work, and spot risks before they impact delivery.

Why Dynamics 365 Project Operations Stands Out

Smarter Project Planning

  • Plan with real-time budgets, timelines, and milestones
  • Align sales and delivery from opportunity through execution
  • Track portfolio-wide risks, capacity, and performance

Resource Management That Works

  • Assign the right people based on skills and availability
  • Monitor workloads to reduce burnout and delays
  • Balance project priorities across teams and geographies

Financial Control and Forecasting

  • Monitor costs, margins, and revenue in real time
  • Invoice with confidence—fixed, milestone, or T&M billing
  • See profitability and make commercial decisions faster

Tired of juggling spreadsheets, deadlines, and resources?

Let Project Operations show you a better way to deliver.

Benefits

Take a deeper dive into the benefits

End-to-End Project Management

  • Manages sales, planning, execution, and billing in one place

  • Reduces data silos and improves cross-team collaboration

  • Streamlines delivery from quote to cash

End-to-End Project Management

Smart Resource Scheduling

  • Matches people to projects using skills, availability, and capacity

  • Maximises billable hours while avoiding burnout

  • Helps keep delivery on time and on budget

Smart Resource Scheduling

Portfolio and Programme Management

  • Offers a single view across projects and programmes

  • Tracks progress, risk, and delivery across business units

  • Supports better resource allocation and executive visibility

Portfolio and Programme Management

Integrated Time and Expense Tracking

  • Enables easy time and expense logging from any device

  • Speeds up billing and approvals with automation

  • Improves accuracy in cost reporting

Integrated Time and Expense Tracking

Real-Time Financial Insights

  • Tracks project margins, revenue, and costs in dashboards

  • Helps leaders take informed commercial action quickly

  • Strengthens budget control and profitability

Real-Time Financial Insights

Collaboration and Workflow Integration

  • Integrates with Microsoft Teams, Outlook, and Dynamics 365

  • Keeps files, conversations, and tasks in one place

  • Reduces email back-and-forth and improves responsiveness

Collaboration and Workflow Integration

Flexible Project Billing and Invoicing

  • Supports various billing models—fixed, T&M, or milestone

  • Connects billing to project milestones and actuals

  • Ensures accurate invoicing and happy clients

Flexible Project Billing and Invoicing

Scalable, Cloud-Based Platform

  • Built on secure Microsoft cloud architecture

  • Scales with your business across regions and teams

  • Eliminates the need for multiple disconnected tools

Scalable, Cloud-Based Platform

Want to Know How AI Turbocharges Project Delivery?

AI in Dynamics 365 Project Operations brings insight and automation to every step of the project lifecycle. From smart scheduling and forecasting to risk detection and profitability analysis, AI helps you stay ahead—so your teams can focus on delivery, not damage control.

Book a Project Operations Strategy Session

Let’s show you how Dynamics 365 Project Operations transforms delivery from chaos to clarity.

Book a strategy session today.