Dynamics 365 Project Operations
Get the visibility, collaboration, and agility needed to drive success across your project-centric business-from prospects to payments to profits.
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Improve deal management experiences
Customize resource-based costing and pricing; Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
Leverage deal structures tailored for project-based organizations; Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.
Shorten the deal cycle; After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.
Manage your pipeline with a unified sales dashboard; Consolidate your customer data into a single view using the built-in integration with Dynamics 365 Sales to get actionable insights for personalized customer engagements.
Lead a profitable project-centric business
Empower your teams to win more contracts, optimize resource utilization, accelerate project delivery, and get business insights from sales to project financials.
Drive success through enhanced project management capabilities
Give project managers the tools they need to succeed; Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
Estimate and track projects efficiently; Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress.
Collaborate easily across the project lifecycle; Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.
Adapt your project with key insights; Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
Dynamics 365 Project Operations
Win more bids with better deal management
Simplify time tracking and expense management
Submit time and expenses on the go; Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images.
Make team member compliance easier; Give your teams easy-to-use time and expense tracking tools to support policy compliance.
Ensure accurate reporting and expense policy adherence; Use configurable rules and automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting.