Microsoft Dynamics 365 Project Operations_
Deliver profitable projects on time and within budget whilst building strong customer relationships using Microsoft Dynamics 365 Project Operations (formerly Project Service Automation).
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Specialists at deploying Microsoft Dynamics 365 Project Operations
Our highly skilled team of Microsoft Dynamics 365 specialists have successfully deployed Dynamics 365 Project Operations for 100’s businesses across the UK and have a vast experience of tailoring the solution for all businesses types.
Most of the functionality within Project Operations (Formerly known and Project Service Automation) will be familiar to existing Project Service Automation users, but with the added benefit of more advanced project planning tools, including a Gantt chart and drag and drop project planning, as well as advanced accounting functionality provided by the finance module. The cost for Project Operations licenses are listed at the bottom of this page
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Benefits of Microsoft Dynamics 365 Project Operations_
Project efficiency
Manage and deliver projects on time and on budget every time
Harness Automation
Empower employees to work efficiently using automation and collaboration tools
Streamline efficiency
Automate monotonous parts of your sales processes so your team can focus on selling
Designed to deliver, track and fully manage your projects_
As one of the leading cloud-based project management solutions, Dynamics 365 Project Operations assists users from the initial sale through to invoicing. With capabilities for planning, creating estimations, forecasting, progress-tracking, management, billing and more.
Keen to migrate from Project Service Automation?
There is a migration path provided by Microsoft to transition from PSA to Project Operations, with customers having up to 4 years to make the transition. Read our latest blog for more information on this topic.
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Project Operations offers improved functionality_
Microsoft Dynamics 365 Project Operations combines the best of breed components from the following three existing applications:
Dynamics 365 Project Service Automation – A comprehensive tool that allows users to sell, estimate and deliver projects, including quoting, contracting, resource planning, time and expense management and invoicing
Dynamics 365 Finance – An enterprise level finance and supply chain solution which contains a state-of-the-art project accounting module
Microsoft Project – Microsoft’s market leading project planning tool
Get in touchComplete end to end management of all projects
By combining the best components from these three existing products and building the new solution on the Common Data Service, Microsoft have created a complete offering for professional services organisations which can truly manage projects from end to end. By combining the advanced sales and delivery capabilities of PSA with the accurate project accounting functionality of Finance and the intuitive planning and management tools of Project, Project Operations promises to be an excellent platform to grow your consultancy business.
The Dual Write functionality of Microsoft’s Power Platform ensures that data is seamlessly integrated between your operational and financial systems, making sure data is processed in the best tool for each job.
Additional benefits of Dynamics 365 Project Operations _
Customer Satisfaction
With various means of communication and accurate forecasting, Project Operations allows agents to provide customers with up to date cost and timing information. The customers can be kept in the loop throughout the implementation process and consulted on any changes. The management and forecasting tools ensure that your projects will be finished on time and to a high standard.
Empower Users
Project resources can access Project Operations from within a browser and on a mobile device, giving them the flexibility they need to do their job well. Resources also have their own individual profiles which they can amend by add their skills which aids managers to select the jobs that they want. They can understand all the high level details they need to know before commencing a project.
Save resources
The scheduling and resource management capabilities give real-time transparency into resource supply and allocation. Managers will immediately know which resources are available and decide how best to utilise them and the forecasting can intelligently predict when resources will be in demand, cutting down on waste and increasing efficiency and ensuring the project runs seamlessly.
Microsoft Dynamics 365 Project Operations licenses_
Dynamics 365 Project Operations connects sales, resourcing, project management and finance teams in one application to win more deals, accelerate projects, optimise delivery and maximise profitability.
The application has a 20-user minimum threshold i.e., you are required to purchase 20 licences minimum to use it. More details can be found in the table below. In addition, you can also purchase Dynamics attach’ licenses for Sales, Customer Service, Field Service and HR at £15.10 user/month view our Dynamics 365 licensing page for more information about these.
| License Type | Description | Cost user/month |
| Dynamics 365 Project Operations | Project Operations connects sales resourcing, project management, and finance teams within a single application. Examples of full users include Account Managers, Project Assistants and Project Accountants. (20 users minimum). | £90.50 |
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Microsoft Dynamics project operations FAQs
What is dynamics 365 project operations?
Dynamics 365 Project Operations is a tool for running the end to end operations of professional services organisations, including lead and opportunity management, quoting, contracting, project management, resource management, scheduling, utilisation tracking, time and expense entries and much more.
What are the benefits of Dynamics 365 project operations?
Dynamics 365 Project Operations has many benefits, including the native integration of Project for the Web for project planning and management and out of the box integrations with Outlook, Teams, SharePoint and OneNote for a seamless user experience.
What is Dynamics 365 project operations attach?
Attach licencing refers to discounted licences that are available if you are already using another Dynamics 365 application, such as sales or customer service. When purchasing two or more products, the most expensive is the ‘Base’ licence and others can be purchased at ‘Attach’ pricing.
Is Microsoft Dynamics a project management tool?
Yes, and much more. Dynamics 365 Project Operations covers the whole project lifecycle including sales, project planning and delivery and billing. The core project management tools utilise project for the web, with Dynamics 365 delivering all of the associated functionality around it.
How do I install project operations in Dynamics 365?
Select Environment -> Resources -> Dynamics 365 apps -> Microsoft Dynamics 365 Project Operations
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