What is Microsoft Dynamics 365 Project Operations?


Microsoft Dynamics 365 Project Operations delivers end-to-end solutions for Sales, Planning, Resourcing, Delivery and Billing to project-based organizations. It helps organizations efficiently estimate and track project costs & revenue, track project progress and cost consumption, manage quoting, pricing & billing and plan projects and assign resources. You can define, track, and deliver project services, with the ability to manage right from the sales stage to invoicing. Your entire team can access the information and real-time analytics they need to deliver projects on time and on budget each time and every time. With embedded Microsoft Project for the web capabilities, seamless integration with Microsoft Teams, plus the adaptability of the Microsoft Power Platform, you get unprecedented productivity, collaboration, and extensibility.

With D365 Project Operations you can plan and estimate projects, track project costs & revenues, forecast resource requirements, manage quoting, pricing and billing, assign and manage resources. The resources fill timesheets for the tasks assigned to them. With flexible pricing models that support expense, consumption, and subscription-based work, the ability to prioritize projects with a single management dashboard, plus forecasting and pipeline visibility, your sales team gets the capabilities needed to deliver a better customer experience, accurately scope projects, and unlock larger profit margins.

Evolution over PSA and Finance

The D365 world may seem to have had plentiful to offer already when it came to its previously available bouquet of solutions. Portfolio at that time included Microsoft Planner, Microsoft Project, Dynamics 365 Project Service Automation (PSA) and Dynamics 365 Finance & Operations (F&O). It was however the abundance that created the confusion among the user in deciding which app to use that will best meet their needs. While the Projects focused on project and portfolio management the new Project Operations connects the entire service-based organization. PSA users missed the matured project planning functionalities of Microsoft Projects. While some of the functionalities continue to exist separately , the new incarnation with its Common Data Services, allows Microsoft to integrate the ERP world in Project Operations using the Dual-write integration configuration capabilities. While support and updates for PSA version will cease in October 2024, All roadmap investments and enhancements for PSA will be done through Project Operations. The barrier between ‘front end PSA’ and ‘backend ERP’ blends away increasingly in this new application experience.

Any Transition Blues for existing PSA users ?

PSA users will continue to work with the following license transition options of two ( CSP contracts ) and four years ( Enterprise Agreement contracts) to transition to Project Operations. Microsoft with partners like Alle Technologies will work with PSA users to make sure they can switch at their own pace. Once they are ready to move , they will be offered different migration tools.

Project Operations
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Microsoft Dynamics 365 Project Operations Overview

Dynamics 365 for Project Operations Benefits


Trust Building Through Engagement

Bring your customers, teams and management on one integrated communications platform for seamless communication.

Empowered & Informed Team

Your team is always aware of project progress, and future deadlocks with BI backed predictions, forecasts and integrated Microsoft Teams.

Optimized for Growth

Your business works as a unified unit with a close watch on every resource and every project ensuring consistent growth.

Opportunity Management

When your team is working on a project, they come across the client with several other needs. These leads can be further shared with your sales team for further opportunities.

Cloud-Enabled Services

Your teams can work from any place, at any time, using mobile devices on Azure cloud.

Profit on Every Project

Every project and resource is monitored closely for profitability. The AI-enabled forecasts predict an accurate estimate and ensure that the project finishes within the projected estimates of time and effort.

Rich reporting and Power Apps capabilities

You can use additional Dynamics 365 applications such as Sales to get in-depth Sales management and insights or create your own custom apps using Microsoft Power Apps with little or no coding required.

Dynamics 365 for Project Operations Features


Project Sales

Strong tool for your business development and sales team. Have the options to maintain multiple contract types for the prospects. Dynamics Project Operations allow complete flow of information management starting from Lead to Quote processes. There are options to carry out multiple quote revisions. Once the desired quote is finalized and contract is won the same can be converted into Project.

Project Planning & Management

Dynamics 365 Project Operations enables businesses to successfully plan and deliver projects using a predictable and customer-centric service delivery model. Quickly create new project records, create estimates, quotes, and contracts using project templates. Allow your team to plan and execute each phase of the work effectively with integrated and interactive Gantt and Kanban boards. Provide an intuitive dashboard for managers to review, monitor, and approve all costs and time impacting their projects. Project Buckets - Buckets is a new feature which lets you set a status to each task to imply what stage of the project it is in. You can create your Buckets in the Project Operations Project record and name them according to what suits your Project Task. You can move Tasks across Boards to put them in the rightful buckets. Strong tools are present for co-authoring and for managing dependencies and constraints. With the help of integrated procurements and inventory there is room for materials forecasts.

Resource Allocation & Scheduling

Ensure the project’s success by aligning the right resources to the right projects at the right time. Identify the right people for the job based on their roles, skills, qualifications, availability, and certifications. Empower your teams to update their skills and apply directly to the projects. Optimize resource utilization by reviewing individual booking capacities. Accurately measure resource utilization on real-time and make intelligent decisions to get the most out of billable resources.

Time, Expense & Profitability

Allow intuitive web and mobile experiences for various teams to easily record time and expenses for each project assigned to them. Enable team managers to quickly and easily approve items. Team members can collaborate internally using Microsoft Teams , audio, video, and document management with integration to Office 365 workspace created for their project. Enable revenue recognition for projects with varying engagement models like Time and Material, Fixed Price, Fixed Monthly, etc. and automatically post to achieve better cash flow and smart financial decisions.

Project Billing

Take control of billing with man-hour and materials based calculations and use customized billing cycles and frequencies to determine how and when your customers are billed. Use customized invoice frequencies for each client type for multiple billing methods, such as monthly, weekly or on specific days. Within single contract there is capability to allocate projects with diverse billing methods . You even have an option to fully customize project bills with a fixed price billing with instalments spread across milestones. Features like not-to-exceed limit allow billing to be managed where some of your clients want to limit their exposure, especially in case of T&M basis of billing. Manage multi country /region wise tax and localization functions globally available in one solution for accurate invoicing along with multi-currency and exchange rate calculations.
Split billing Feature where you need to split a bill for a project so it can be paid by two parties. For example, if you are executing a project and there are two organizations funding it jointly, they can decide on who should pay what percentage of the bill.

Project and Organization financials

Microsoft and Alletec has rich experience and deep expertise with front office, back office and collaborations, especially in service industry. Using that skill set and enabled with the new Avtar of Project Operations , we empower our customers with a whole new experience when it comes to back office operations based on integrated project information. Revenue recognition , WIP analysis , managing committed costs , carrying out project costing , managing multi-country resource sharing and transfer pricing options, providing catalogue pricing for products and services , strong multi dimension analysis of P/L are some of the benefits of Financials under Project Operations.

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Why Alletec For Your Dynamics 365 Project Operations?


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A Microsoft Gold Partner – a testament to our competence, experience, and customer focus.

Years of Trust

Helping customers succeed – for over the past 2 decades.

Awards

Recognized and felicitated by Microsoft over the years with top awards in the Microsoft Dynamics segment.

Implementations

Over 700 projects executed for customers from over 30 countries.

Trusted By Market Leaders

Trusted by market leaders from diverse industry segments.


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