Unify Your Project-Based Business from Quote to Cash

Connect your sales, resourcing, project management, and finance teams on a single platform to win more deals, optimize resource utilization, and drive project profitability.

A Single, Integrated Solution for Project-Driven Business

Microsoft Dynamics 365 Project Operations connects your entire project lifecycle in one application. It breaks down the silos that typically exist between sales teams, project managers, and finance departments. From creating an accurate quote in the sales process to planning the project, scheduling resources, and managing project financials, this solution provides a single source of truth. This unified approach ensures a seamless flow of information, empowering your teams to deliver projects on time, on budget, and to the client’s satisfaction.

Key Benefits

Win More Bids

Create more accurate, competitive quotes based on detailed project estimates and resource availability, improving your win rates.

Optimize Resource Utilization

Get a clear view of resource demand and capacity, enabling you to assign the right people to the right projects and maximize billable utilization.

Accelerate Project Delivery

Empower project managers with modern tools for planning, scheduling, and tracking progress, ensuring projects stay on track.

Maximize Project Profitability

Gain real-time visibility into project costs, revenue, and margins with integrated project accounting and financial reporting.

Key Features & Modules

Project Sales and Quoting Integrate your sales and project delivery teams from the very beginning.

  • Create accurate project-based quotes and statements of work (SOWs).
  • Seamlessly convert a won opportunity into an active project.

Project Planning Build detailed and accurate project plans.

  • Use an integrated Microsoft Project for the web experience for scheduling.
  • Create work breakdown structures (WBS), manage tasks, and set dependencies.

Resource Management Effectively manage and schedule your most valuable asset—your people.

  • Centralized resource scheduling and skills matching.
  • Forecast resource demand and manage utilization rates.

Project Financials Gain complete control over project accounting and profitability.

  • Track project time and expenses accurately.
  • Manage project costing, budgeting, and revenue recognition.
  • Automate project invoicing.