Dynamics 365 Project Operations
The business environment tends to view ERP solutions as management tools for industrial or logistics companies, leaving aside companies whose model is based on service delivery, such as engineering firms or consulting companies.
This has not been the case with Microsoft, which includes, in its Dynamics 365 offering, Dynamics 365 Project Operations, which allows user companies to build strong relationships with clients by improving the management of their projects while controlling budgets and delivery timelines.
Dynamics 365 Project Operations integrates what was previously Dynamics 365 Finance Project Management and the accounting module and Project Service Automation (PSA).
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Dynamics Project Operations is the solution that unifies all aspects of the project lifecycle
Dynamics 365 Project Operations helps you unify customer-centric service delivery and the optimization of your resources and project profitability.
Dynamics 365 Project Operations provides you with the necessary tools to quote, forecast, schedule, and deliver the services that drive your business.
Dynamics 365 Project Operations helps our clients innovate using this customized environment application, leveraging its robust project planning capabilities to accurately forecast costs, effort, and revenue.
Dynamics 365 Project Operations helps obtain actionable feedback and insights from clients thanks to Microsoft Forms Pro (which is part of Project Operations).
Features of Microsoft Dynamics 365 Project Operations
Dynamics 365 Project Operations helps you manage your project-based business with automated scheduling and resource forecasting capabilities.
Microsoft Dynamics 365 Project Operations is integrated, flexible, and scalable
The Microsoft Dynamics 365 Project Operations solution benefits from the extension of all the modules that make up Microsoft Dynamics 365.
Other applications related to Microsoft Dynamics 365 Project Operations that complete the cycle of a professional services company are
Reduces work effort
We know that professional services companies tend to focus their effort on their operations. Administration must be as simple and automatic as possible to achieve levels of excellence with the least consumption of resources.
Reduce project costs by executing them more efficiently:
- Microsoft Dynamics 365 Project Operations automatically generates documents such as budgets, statements of work (SOW), and invoices.
- Microsoft Dynamics 365 Project Operations improves collaboration, project management, and time tracking with the integrated features of Office 365 and Microsoft Project.
- Microsoft Dynamics 365 Project Operations allows the use of project templates to quickly start new projects and generate budgets for new agreements.
Project Operations is fully adaptable to your business
Dynamics 365 Project Operations is highly adaptable, both on its own and when integrated with the rest of the Microsoft stack:
- KCP Dynamics will help you configure the application through the design of custom logic, workflows, entities, and other administration options.
- Dynamics 365 Project Operations will enhance cost forecasting capabilities, client billing, and better customer service by leveraging the integrated Dynamics 365 applications.
- Microsoft Teams and Microsoft Project will be allies for improving your employees’ productivity.
Tracking to ensure profitable projects
Dynamics 365 Project Operations is a complete solution for the sale, execution, and billing of projects:
- Sales estimates and client quotes will be made with the most up-to-date project cost information.
- Resource allocation is optimized by using the Dynamics 365 scheduling engine, which allows assigning the right human resources by matching tasks and projects with the certifications, skills, and availability of your employees.
- Native integration with Office 365 enables smoother entry of time and expenses.
- By integrating audio, video, and documents, Project Operations enables smoother collaboration among project teams.
Microsoft Dynamics 365 Project Operations is built for project analysis
Microsoft Dynamics 365 Project Operations will help you optimize service offerings, analyze profitability, and plan upcoming projects with robust service analytics:
- It will allow you to identify the highest-performing resources, practices, and projects.
- It will analyze key project performance indicators, such as profitability and milestone punctuality, and study them in dozens of different ways.
- Microsoft Dynamics 365 Project Operations helps you make intelligent decisions for optimizing your human resources through the availability of the resources and skills you need to deliver the service.
Microsoft Dynamics 365 Project Operations is a cloud SaaS application
Microsoft Dynamics 365 Project Operations is a SaaS application centrally hosted by Microsoft in the cloud.
- You will receive automatic updates.
- Accessible mobile and web applications will be available.
- Payments are made through monthly billing per user.