Project Operations

Deliver successful projects with Dynamics 365 Project Operations. Seamlessly connect sales, planning, resourcing, delivery and finance in one unified platform.

Microsoft Dynamics 365 Project Operations (formerly known as Microsoft Dynamics Project Service Automation) helps project-based businesses unify project management, resourcing, sales, and financials.

From quote to cash, it gives full visibility and control across every phase of the project lifecycle. Whether you’re managing time and materials or fixed-price contracts, Project Operations helps your teams deliver profitably and predictably.

End-To-End Visibility And Control

Dynamics 365 Project Operations brings together capabilities from Project Management, Sales, Resource Planning and Finance to give you complete oversight across your entire project lifecycle.

Gain actionable insights and keep every stakeholder, from project managers to finance, informed and aligned.

Optimized Resource Utilisation

Effectively manage your people with intelligent scheduling tools.

Project Operations helps match the right skills to the right projects at the right time, improving utilisation, reducing bench time and increasing customer satisfaction.

Connected Project Financials

Seamlessly track project costs, revenues and profitability.

With integrated billing and time/expense tracking, you can simplify compliance and make better decisions based on real-time data… all tied into your core finance systems.

Smarter Project Delivery

Empower your project managers with built-in scheduling, task management and risk tracking tools.

Project Operations helps deliver projects on time and within budget, using familiar tools like Microsoft Project and deep integrations with the Power Platform.

How It Works

Project Operations streamlines the way your business sells, plans, delivers and bills for projects… connecting your front and back office in one end-to-end solution.

Opportunity To Quote

Manage your project pipeline with CRM-driven opportunity tracking. Accurately estimate costs, timelines, and pricing during the sales process, helping you win profitable deals.

Contract & Planning

Convert quotes into projects with ease. Define work breakdown structures, assign roles and align delivery teams quickly using built-in project planning and scheduling tools.

Resource Management

Use AI-assisted tools to forecast demand and assign resources. View availability and skills across your organization to ensure the best-fit resource is allocated to each project.

Project Execution

Track progress, log time and expenses, and manage risks, all within one intuitive platform.

Project managers stay on top of timelines and delivery without juggling multiple tools.

Billing & Financials

Generate invoices based on time, milestones or fixed fees.

Integrate with Dynamics 365 Finance or other ERP systems for smooth billing, revenue recognition and profitability tracking.

Glossary

Playback

A demo of in-development software to the customer for review and feedback.

Front End Configuration

Sometimes known as just Configuration or Config. The adaption of existing components to better suit a user’s needs without the requirement for full development or advanced custom code.

Background Workflow

Another type of workflow which checks when a task is performed behind the scenes (either on a timer or by seeing if another workflow has done something) before performing an action.

Local Government Association

The LGA required a solution that would allow them to update Oscar records to feedback to the Oscar API when required. It also needed to dedupe historical records, with auditing and replace their old legacy code with added member functionality to improve organisational front end searchability.

Staff Retention of

96.7%

over 12 years

FormusPro is a Top

50

Scale Up Tech Company – 2024

Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: +1 (727) 231 6096

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

Just ask.