OVERVIEW
Dynamics 365 Project Operations overview
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
- Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
- Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models.
- Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.
- Consolidate your customer data using the built-in interoperation with Dynamics 365 Sales to get actionable insights.
- Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.
- Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
- Bring your teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps.
- Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
- Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.
- Easily distribute workloads across your resources to optimize project delivery.
- Maintain resource profiles to easily match people’s skillsets with projects and rate skills using proficiency models.
- Streamline scheduling and get visibility into resource availability using universal resource scheduling.
- Speed time sheet creation with Time Entry Agent (preview)—auto-drafting entries to capture hours, track resources, and bill accurately.
- Expense Agent (preview) turns receipts, emails, and trip details into draft reports—cutting effort and enforcing compliance.
- Activity Approvals Agent (preview) flags only entries needing review—saving time, reducing backlogs, and enforcing policy.
- Support your global teams’ adherence to accounting standards and practices, including International Financial Reporting Standards (IFRS).
- Manage billing queues, subscriptions, and progressive billing. Add details and group transactions to customize invoices for easy reconciliation.
- Set up project cost and revenue profiles for fixed-price or time and materials billing using accounting rules for cost and revenue, accruals, and postings.
- Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.
- Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.
- Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.
- Generate budget and time snapshots to forecast in resource and non-stocked deployments.
AGENTS
Keep projects on track with prebuilt and custom AI agents
Automate time entry, expenses, and approvals with agents to streamline workflows while supporting accurate, efficient invoicing.
Time Entry Agent
Automate time entry with smart drafts, reminders, and context to support faster, more accurate billing. Now in preview.
Expense Agent
Streamline expense reporting to help reduce effort and support accurate, efficient reimbursement. Now in preview.
Activity Approvals Agent
Prioritize key items to help accelerate approvals and keep projects on track. Now in preview.
Custom AI agents
Create custom agents tailored to your project workflows and data using Copilot Studio.
Features
Run projects with ease and agility using Dynamics 365 Project Operations
Increased productivity with AI
Copilot helps automate actions using AI capabilities such as natural language processing.
Improved accuracy
Shorten the deal cycle with more accurate quotes, forecasting, estimation, and contractor management.
Optimized resource utilization
Enable resource management to align the right people with the right skills to the right project.
Enhanced collaboration
Get contextual insights within the flow of work by centralizing conversations, documentation, and apps in Microsoft Teams.
Simplified time and expense processes
Improve productivity with standardized project templates for submissions and approvals from anywhere, anytime.
Enhanced project visibility
Apply insights throughout the project lifecycle to help ensure delivery within deadlines and budget, maximizing profitability.
Pricing
Simple, straightforward pricing
Dynamics 365 Project Operations
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
$135.00
user/month, paid yearly
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
This product is not available in your market.
Partners
Discover how Dynamics 365 and AI agents drive impact
Assessment services
Get an AI-driven assessment to match the right Dynamics 365 solution to your goals.
Implementation services
Deploy Dynamics 365 with partners who activate AI and agents across your business.
Industry services
Explore how Dynamics 365 and agents solve challenges unique to your industry.
CUSTOMER STORIES
How customers are using Project Operations
RESOURCES
Explore e-books, webinars, and other resources
Contact us
Learn more about our products, discuss use cases, or get pricing information.
Available M-F 6 AM to 3 PM PT.
Available M-F 6 AM to 3 PM PT.
Call (800) 642 7676
- [1]IDC MarketScape: Worldwide SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications 2023-2024 Vendor Assessment, IDC Doc #US50231223, December 2023.
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