Microsoft Project Operations: from prospect to payment to profit.

microsoft dynamics project operations

Project Operations: a single, connected Microsoft solution to empower your services organization to deliver success.

In our existing progressively challenging business environment, project-centric organizations face multiple obstacles in their way to success: winning new deals, optimizing resource utilization, simplifying time and expense processes, streamlining project financials, and gaining key business insights. After all, these project-centric organizations are always considering new ways to optimize their operations and improve their outcome.

Microsoft Dynamics 365 Project Operations

It’s one single application to connect your departments:

  • sales
  • resource management
  • project management
  • finance teams

Win more deals, speed up project delivery, and increase profitability to its maximum.

Non-stock materials for projects

Microsoft Dynamics 365 Project Operations enables sales and account managers to provide more accurate quotes based on estimates, including non-stored materials and their costs. And let’s not forget about project contracts which contain services and materials. With Project Operations, you can track the consumption of these materials during the project delivery phase in such a way that project accountants can invoice customers for their use.

Procurement agents can record pending vendor invoices for projects and provide these insights to everybody involved: project manager, project accountant, etc. Project team members and project managers enjoy the option to track and approve non-stocked material usage against the project, enabling downstream accounting. Your accounting and finance departments get an immediate overview of non-stock material costs and though can invoice customers for their usage.

Task-based billing

Account and project managers in project-centric companies are often challenged by accommodating their customer’s complex billing and contracting needs. At times certain project tasks, such as proof of concept or presales activities, are complimentary or not chargeable, while all other tasks require fixed fees or time and materials billing.

Complex contracting requirements come to the surface when billing for different sets of tasks under the same project. Use the tool for resource or non-stocked scenarios and support multiple billing scenarios with a great range of the bill-flexibility. Set your definitions for each contract line down to the task level; define your bills: what, whom, and when – set your definitions for each contract line down to the task level.

Let your customers experience the flexibility to use multiple billing methods in the contract while keeping the work in the same project for easy management and invoicing. Combine finance and leadership with an accurate project profitability analysis for the work under a contract, despite its billing requirements.

Improvements to project planning and task scheduling experiences

With its Project Operations, Microsoft leveraged Project Operations has leveraged project management capabilities from Microsoft Project for the web. Project Operations customers benefit from features: Export to Excel, Export Timeline to PDF, Create Attachments on Tasks, and so on.

Due to scheduling modes, you can designate how to calculate task assignments depending on the most rational for a particular project. Determine the amount of work or time needed to complete an assignment (fixed effort/ fixed duration). Instead, simply set a completion date or the amount of work; let Project Operations do the rest: it determines the allocation of resources needed to meet the deadline (fixed units).

Project Operations go viral

Have a look at the videos how Project Operations can help you:

  • Win more bids with better deal management
  • Optimize resource utilization
  • Accelerate project delivery
  • Enhance collaboration and simplify time and expense
  • Drive project performance
  • Increase business agility

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