Dynamics 365
Project Operations

Connect your project-centric business using a single AI-powered application. Get the visibility, collaboration, and agility needed to drive success.

Deal Management

Improve deal management

Customize costing and pricing with tailored deal structures

Increase Productivity

Increase productivity

Use AI with Copilot to generate status reports and project plans

Resource Utilization

Optimize resource utilization

Maximize resources and align people to the right projects

Dynamics 365 Project Operations
PROJECT OPERATIONS OVERVIEW

Dynamics 365 Project Operations

Get the visibility, collaboration, and agility needed to drive success across your project-centric business with AI-powered insights

Project Planning

Customize costing and pricing

Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.

Resource Management

Have the tools to succeed

Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.

Financial Management

Maximize your resources

Easily distribute workloads across your resources to optimize project delivery and align people to the right projects.

Time & Expense

Submit time and expenses on the go

Use the mobile app or a browser to itemize expense entries, approve and review expenses, and receive expense-related notifications.

Sales Integration

Improve cash flow

Manage billing queues, subscriptions, and progressive billing. Add details and group transactions to customize invoices for easy reconciliation.

Analytics & Reporting

Visualize key insights

Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.

Flexible Deployment Options

Choose the deployment model that fits your business needs

Project Operations Deployment Types

Lite Deployment

Perfect for teams focused on time, expense, and basic project management without complex financials.

Resource/Non-stocked

Ideal for service-based businesses requiring resource management and project financials integration.

Stocked/Production

Complete solution for businesses with inventory management and production order requirements.

Why Choose Dynamics 365 Project Operations?

Enhanced resource management

Enable better resource management to align the right people with the right skills to the right project.

Enhanced collaboration

Get contextual insights within the flow of work by centralizing conversations, documentation, and apps in Microsoft Teams.

Simplified time and expense processes

Improve productivity with standardized project templates for easier submissions and approvals from anywhere, anytime.

Enhanced project visibility

Apply insights throughout the project lifecycle to guarantee delivery within deadlines and budget, maximizing profitability.