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.
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

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

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

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

Real-Time Financial Insights
Tracks project margins, revenue, and costs in dashboards
Helps leaders take informed commercial action quickly
Strengthens budget control and profitability

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

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

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

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.
Phone
+44 (0)1246 901755