Product information
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Dynamics 365 Project Operations
The 360-degree solution for project business
All Project Processes in One Platform – From Acquisition to Financial Handover
The software solution combines all process steps required for project implementations on the one platform: from new customer acquisition, sales and preparation of a balance sheet for the completed project through to handover to the accounting department. With Dynamics 365 Project Operations, you can create project plans and organize tasks, record times and costs and keep track of finances at all times.
Seamless connectivity with the Microsoft universe
Seamlessly Integrated into the Microsoft Ecosystem for End-to-End Project Processes
Microsoft Dynamics 365 Project Operations integrates seamlessly with other solutions in the Microsoft family. This includes customized interaction with Dynamics 365 Sales and Dynamics 365 Finance or Microsoft Teams.
Functions
Comprehensive Features for Efficient Project Management and Transparent Resource Planning
- Modeling of cost deviations for different regions and markets
- Standardized templates for the preparation of quotations
- Interactive Gantt charts
- Target and actual status tracking throughout the project
- Workload planning for optimum resource use
- Personnel deployment planning with proficiency level models
- App-based time and cost recording
- Professional project accounting management
- Open interfaces for connection to external ERP systems
- Well laid-out dashboards with all important data
Benefits
benefits
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FAQ
faq
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Dynamics 365 Project Operations is an end-to-end project management solution covering the entire project lifecycle — from lead acquisition and planning to execution and billing. Copilot enhances intelligent project steering and process automation.
The platform includes project planning, task management, time and cost tracking, resource planning, financial visibility, project accounting, and support for international company structures with regional currencies and regulations.
It integrates seamlessly with Dynamics 365 Sales, Dynamics 365 Finance, and Microsoft Teams, enabling fully connected business processes from acquisition through delivery to financial closing.
Through workload planning, competency-based resource models, interactive Gantt charts, and transparent progress tracking, organizations can optimize team utilization and plan resources with precision.
Yes. The solution includes comprehensive tools for financial management, cost tracking, invoicing, and project accounting, and can be connected to external ERP systems via open interfaces.