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Dynamics 365 Project Operations

Manage the full project lifecycle — from opportunity and resource planning through delivery, time capture, and billing. Built to help services teams measure utilization and profitability.

Platform

Dataverse • Project accounting

Core

Project planning, resourcing, time & expense, billing

Target

Professional services and project-based organizations

✽Delivery stages


Pre-sales

Opportunity qualification and project costing.


Mobilization

Resource allocation, kick-off and scheduling.


Delivery

Time capture, billing and change management.

Capabilities

Essential tools for your success.


Project quoting & estimation

Create project quotes with effort estimates, rates, and risk buffers.

Time & expense capture

Mobile and web timesheets, approvals and integration with payroll/billing.

Delivery orchestration

Task lists, milestones and dashboards for PMO visibility.

Resource management

Skills-based matching, role planning and bench management to maximize utilization.

Project accounting

Revenue recognition, cost tracking, and integrated invoicing per contract terms.

Profitability insights

Project P&L, utilization reports and scenario modelling in Power BI.

Business impact

KPIs services organizations commonly measure after implementing Project Operations.

+12%

Utilization

+8%

Project margin

99.9%

uptime SLA

-6%

Billing cycle time

50,000+ companies run Dynamics 365 Project Operation to grow their Efficiency in Project Management.

Join us and make your Business a better place.