Dynamics 365 Project Operations - Better Story Together
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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.
Better together, extend Project Operations with other Dynamics 365 offerings to support Finance, Sales, Supply Chain, Customer Service, Human Resources and more.
Built on the configurable Power Platform for optimal flexibility and extensibility.
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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. |
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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). |
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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)
Project Operations | Microsoft Dynamics 365 Customer Engagement
Project Service automation - Project Service Automation overview | Microsoft Docs – good integration with F&O.
1.Drive business performance through streamlined project financials – configure project cost and revenue parameters that will drive efficiency throughout accounting—including global parameters governing any legal entities attached to your projects — to support compliance.
2.Exceptional deal management experiences – simplify every aspect of project-based sales from pricing and estimates to quotes, forecasting and invoicing — to help you win more deals.
3.The tools your team needs to succeed – unify your cross-functional teams around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in Microsoft Teams.
4.Optimized resource utilization – unify all resource management processes into a single connected solution.
5.Help your team make informed decisions – make faster, more informed business decisions. Project Operations unifies operational workflows to increase business agility through better visibility – and actionable insights – across your project-based operations.
Upgrade from Dynamics 365 Project Service Automation to Dynamics 365 Project Operations
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