Dynamics 365 Project Service Automation to Dynamics 365 Project Operations

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Project Operations is powerful on its own, but also expandable by our customers who require additional capabilities from Dynamics 365, including Marketing, Human Resources, Customer Service, and more. Whether you want the additional functionality of another Dynamics 365 application or to add on a custom application built with Power Apps, everything works together and works like you expect because they share a common foundation—and the security, privacy, and compliance of a cloud-delivered solution.

Dynamics 365 Project Operations connects sales, resource management, project management, and finance teams within one application to help win more deals, accelerate project delivery, and maximize profitability. Built on the Microsoft Power Platform, Dynamics Project Operations integrates and extends with existing systems, scales to include other Dynamics 365 applications, and connects with other Microsoft apps and services to adapt to unique organizational needs, act quickly to changing market demands, and accelerate business growth.

With Project Operations you can invoice customers quickly and accurately with customizable invoicing workflows, cultivate best practices and support global teams by adhering to published accounting standards and practices using built-in multicurrency, project financials and revenue recognition compliant with International Financial Reporting Standards (IFRS).

Project Operations helps speed the lead to quote process for project-centric organization, with CPQ for human resources, fixed price quotes, and multiple contract models, you can easily customize workflows to match your business process.

Solution capabilities

Customizable resource-based costing and pricing
Customizable deal structures tailored for project-based organizations
Flexible pricing for more accurate quotes
Comprehensive pipeline management and a unified sales dashboard
Embedded Microsoft Project capabilities including accessible dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
Built-in insights to understand how your projects are trending
Resource and skills profiles
Time and expense on the go
Unified time and expense processes
Built-in multicurrency, project financials, and revenue recognition compliant with International Financial Reporting Standards (IFRS)

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