Key features

Dynamics 365  <br> Project Operations 10

Project planning

  • Easily plan and manage projects from start to finish by working with estimates and schedules, tracking costs, revenue, and expenses, tracing sales process, forecast requirements, and more.
Dynamics 365  <br> Project Operations 11

Project accounting

  • Track and manage the cost of internal and billable projects by determining accounting rules from the beginning, such as time, material transactions, and fixed price. Ease the pre-selling processes, expense management, project revenue calculation, and more.
Dynamics 365  <br> Project Operations 3

Pricing and costing

  • Set up price lists that represent a catalog of rates: costs, sales, and bills. You can also set up product pricing lists to manage project quotes and contracts according to standard and current costs, thus protecting the negotiated prices from master price list changes.
Dynamics 365  <br> Project Operations 4

Resource management

  • Centralize allocation for resources and define requirements on project levels to be fulfilled by resource managers. Or set more flexible resource management by allowing managers to assign requirements and book resources to the right tasks.
Dynamics 365  <br> Sales 1

Project management

  • Run projects productively and effectively by leveraging the project management tools such as schedules, estimates, cost and revenue tracking, resource requirement forecasting, project process tracing, and more from sales to delivery.
Dynamics 365  <br> Project Operations 6

Expense management

  • Track expenses, associate them to a project and define policies for automatic reimbursements of travel expenses.
Dynamics 365  <br> Project Operations 7

Project sales process

  • Project-based organizations can track qualified leads as opportunities and improve processes by gaining easy access to all needed assets within the platform. Track your sales team, stakeholders, sales stages, rating, prices, and more to quote and track the opportunity and close it.
Dynamics 365  <br> Project Operations 8

Analytics

  • Improve your business growth and team productivity by utilizing an easy-to-analyze dashboard and charts with in-depth analytics that provide actionable insights to improve processes and identify issues according to the role, task, or overall projects.

Solutions

Finance

Unify and automate business processes, reducing costs complexity while generating a strategic impact on operations.

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Solutions

Supply Chain Management

Streamline operations, enhance visibility, and upgrade your planning while maximizing asset productivity.

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Solutions

Marketing

Build trust with a unified platform, strengthen relationships faster, engage customers in real-time, and customize customer experiences with AI.

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Solutions

Sales

Increase seller productivity and build relationships making improved decisions with scalable sales solutions and real-time insights.

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Solutions

Customer Service

Empower your teams. Provide proactive service with IoT, increase agent productivity, personalize customer service engagements, and optimize service with actionable insights.

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Solutions

Field Service

Deliver proactive and differentiated service engagements, ensuring a first-time solve resolution, and enhancing scheduling with AI.

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Solutions

Project Operations

Lead success and effectiveness in a project-centric business and deliver enhanced deal management experiences. Maximize profitability while simplifying expense and time tracking management.

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Solutions

Human Resources

Make your people and business thrive. Discover workforce insights, improve employee experiences, and elevate organizational agility.

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Solutions

Power Platform

Build end-to-end business solutions with an inclusive and powerful platform. Discover hidden values eliminating hindrances rapidly and cost-effectively.

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