Microsoft Dynamics 365 Project Operations

Maximize profitability for your project-centric business by unifying all aspects of project management and fostering the collaboration and agility needed to drive successful project outcomes.

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Accelerate the success of your projects by ensuring optimal utilization of resources

Connect teams across your organization by unifying all aspects of project management through Microsoft Dynamics 365 Project Operations. Get the information you need in real-time to deliver projects on time and stay within your budget. Tap into the embedded Microsoft project capabilities like Gantt charts and Kanban boards to manage projects flexibly while simplifying time tracking and expense management activities.

  • Win more deals with effective deal management
  • Ensure project delivery via enhanced project management features
  • Streamline tracking time and managing expenses for greater efficiency
  • Stay compliant and manage your project financials accurately
  • Adapt to market demands through actionable insights

Microsoft Dynamics 365 Project Operations features and capabilities

Efficiently plan and execute projects while fostering collaboration across teams and departments with Microsoft Dynamics 365 Project Operations.

Improve your ability to efficiently target, track, and close contracts and win more bids. With Microsoft Dynamics 365 for Project Operations, create accurate project quotes, forecasts, estimations, and scope to stand out from your competition and win more contracts.

Manage your projects through built-in project management features like Gantt charts, Kanban boards, time tracking, and analytics to optimize project outcomes and deliver projects on time and within budget.

Allocate the right resource through skillset matching to meet project demands. Ensure easy resource workload distribution and use intelligent scheduling to anticipate future needs while effectively utilizing each team member.

Get real-time visibility into project progress and track key metrics like project status, task completion rate, and resource utilization. Create customized reports to get insights into project performance.

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Key Microsoft Dynamics 365 CRM applications

Dynamics 365 for Sales

Empower your sales team with actionable sales intelligence to improve customer relationships, sell at scale and serve customers intelligently.

Dynamics 365 for Marketing

Orchestrate personalized customer journeys across all touchpoints to transform the brand experience, strengthen relationships, and improve customer retention.

Dynamics 365 for Customer Service

Streamline customer support with a solution that simplifies processes, delivers personalized care, and improves customer experiences.

Dynamics 365 for Field Service

Streamline workflows, manage and optimize your field service operations, boost employee productivity, and offer better customer service onsite.

Dynamics 365 for Project Operations

Manage and optimize your project operations by connecting your sales, resourcing, project management, and finance teams to win more deals.

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Got more questions?

We are here with answers!

What is Dynamics 365 Project Operations?

Dynamics 365 Project Operations is a cloud-based solution by Microsoft that helps businesses manage their project-centric operations, including contract management, resource management, time and expense tracking, invoicing, and analytics. It combines various project management capabilities to provide a holistic solution for project-based businesses.

Can I get a Dynamics 365 Project Operations demo?

Yes. You can get a Dynamics 365 Project Operations demo through a Microsoft Dynamics partner or by requesting one directly from Microsoft.

Can Dynamics 365 be used for project management?

Yes, Dynamics 365 includes a module specifically designed for project management called Dynamics 365 Project Operations. It enables businesses to streamline processes, automate workflows, improve collaboration and communication concerning ongoing projects, and gain real-time visibility into projects’ performance. It also helps businesses optimize resource allocation, reduce costs, and increase project profitability.

How to get Dynamics 365 Project Operations?

You can also add Field Service trial to your existing Dynamics 365 organization by going to “Advanced Settings” if you don’t want to spend on Dynamics 365 Field Service licensing right away.

To get started, follow these steps:

  1. Go to the Dynamics 365 website and select Project Operations.
  2. Click on the "Get started" button.
  3. Select the "Buy" option and choose the license type that best fits your organization's needs.
  4. Choose the number of users you require and any additional add-ons that you might need.
  5. Provide your billing information and complete the purchase.



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