What Is Dynamics 365 Project Operations?

Microsoft Dynamics 365 Project Operations keeps your team connected and up-to-date as you manage multiple projects with various requirements. This solution helps you understand which teammates are involved with a given project, how much progress you’ve made, and whether you’ve got the resources and budget to stay on track.

What You’ll Manage

  • Projects
  • Resources
  • Budgets
  • Time and Expenses 
  • Communications

How You’ll Benefit

  • Align all of your teams with real-time updates
  • Improve productivity and collaboration throughout every stage of a given project
  • Manage resources, projects, and meetings to set a schedule that everyone can follow
  • Deliver the outcomes your customers are expecting

What Does Dynamics 365 Project Operations Do?

Microsoft’s former Project Service Automation software was added to Dynamics 365 Project Operations, which means you can use Project Operations to align your sales, resourcing, project management, and finance teams within one easy-to-use application. Within Project Operations you can customize dashboards to see project progress, manage time and expenses, and streamline resource management to improve productivity and performance. 

Project Operations simplifies how your team views projects without sacrificing any visibility. The software’s dashboards are highly customizable, providing real-time analysis of resources, forecasts, budgets, and other key project factors. You can also set up automatic scheduling and invoicing to cut down on time waste and create a more focused team.

Dynamics 365 Project Operations Core Features

  • Resource Management and Optimization
  • Forecasting
  • Dashboards and Reports
  • Project Tracking
  • Collaborative Tools
  • Key Performance Indicators (KPIs)
  • Skillset-to-Project Matching
  • Smart Scheduling
  • Time and Expense Management
  • Billing Queues
  • Data Visualization

Dynamics 365 Project Operations Advanced Features

  • Industry-Specific Modules 
  • Agile Project Management
  • Advanced Data Management

What Types of Business Would Benefit from Dynamics 365 Project Operations?

Dynamics 365 Project Operations is best for mid-sized services organizations that must adapt quickly to market conditions and industry changes. More specifically, Project Operations is built for fast-paced service industries like healthcare, manufacturing, and professional services. 

Organizations that manage multiple complex projects will enjoy the high level of visibility that Project Operations offers. This solution makes tasks like resource management and budget allocation more manageable by tracking your assets and calculating project costs. 

If you’re a Microsoft shop, you can easily integrate Project Operations with other Dynamics 365, Microsoft 365, and Power Platform solutions. One of the most popular integrations connects Project Operations with Power BI to provide high-level business insights through detailed custom reports.

What Add-Ons Are Available for Dynamics 365 Project Operations?

While Project Operations may be a good fit for your business right out of the box, add-ons available from Microsoft’s AppSource hub can enhance the software even more. Some of the most popular options include:

  • Industry-Specific Add-Ons: If you’re in an industry with unique processes, like real estate or manufacturing, you can find relevant add-ons in AppSource for property management, real estate sales, multi-site engineering, product structure management, and more.
  • kanDO: Install add-ons like kanDO to use agile project management strategies with the Project Operations window. This type of project management gives context to each assignment to improve efficiency and productivity.
  • Time Tracking: Get more precise information about meetings and other project-related events, and help your team spend more time on projects and less on time and expense reports.
  • Master Data Management Studio: Manage master data between companies, projects, and more to ensure your data is as accurate and up-to-date as possible.

Ready to Learn More?

There’s plenty to learn about Microsoft Dynamics 365 Project Operations. If you’ve got questions, we have answers! Reach out to our team of trusted Microsoft partners and discover how Dynamics 365 Project Operations can help your business.

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