Dynamics 365 Project Operations gives you a connected platform that brings your entire project lifecycle into one place. From planning and resourcing to delivery and billing, it helps you run projects with greater clarity, control, and confidence. Whether your teams are delivering consultancy, professional services, internal projects, or long term programmes of work, everything sits within a single system so everyone knows what needs to happen and when.
You can plan projects, manage tasks, allocate the right people, track progress, monitor costs, and keep an eye on profitability. Real-time data, resource visibility, and integrated financials work together to reduce admin, improve collaboration, and help your teams focus on delivering successful outcomes for your clients and stakeholders.
Choosing the right solution should feel straightforward and reassuring. Our role is to help you understand whether this platform genuinely supports the way your organisation plans, delivers, and manages projects today, while also identifying any gaps and how they could be addressed early on.
We take the time to understand how your project teams work, how projects are scoped and approved, how resources are allocated, how different systems support the process, and where the biggest pressures sit across your delivery operations.
From there, we look more closely at your requirements and ambitions, and how Dynamics 365 Project Operations could support a more connected, efficient, and scalable project environment, working alongside your existing tools, processes, and skill sets.
By the end of the process, you will have a clear view of whether this solution is right for you and how it could support a more predictable, profitable, and resilient project operation.
Give your teams a structured way to manage projects from initial estimate through to final delivery. Every task, milestone, dependency, and update is captured in one system, giving you a clear view of what is planned, what is underway, and what needs attention.
Make sure each piece of work is assigned to the most suitable person. With intelligent resource management, you can match skills, availability, location, and utilisation, helping you reduce bottlenecks and keep projects moving smoothly.
Your project teams can access everything they need, whether they are in the office or working remotely. Project plans, timelines, client details, task instructions, and supporting documents are all available in one place, helping everyone stay aligned and avoid unnecessary delays or rework.
Empower your teams with tools that make it easy to collaborate, share updates, log time and expenses, and keep stakeholders informed. With connected data and reporting, you can spot risks early, understand trends, and keep projects on track.
Dynamics 365 Project Operations unifies project planning, resource management, delivery, and financials in one platform. This helps your operations team manage capacity, billing, and performance more effectively while giving clients clear visibility of progress and outcomes.
| Duration | 2-4 months per phase | Dependent on recovery needs | |
| Scope | Variable | Variable | |
| Level of configuration | Unlimited | Unlimited | |
| Reporting | Tailored | Custom | |
| Data Migration | |||
| Suitable for companies with legacy CRM | |||
| Number of users | 10+ | 10+ | |
| Single view of business/function data | |||
| Secure and trusted Microsoft platform | |||
| Access anywhere on any device | |||
| Collaboration with existing Microsoft tools | |||
| Live reporting and insights to understand your data, trends and risks | |||
| Data import | |||
| Fully managed with break fix and unlimited adhoc training | Including ongoing optimisation, tailored training and ongoing adjustments. | Including ongoing optimisation, tailored training and ongoing adjustments. | |
| Self-Service portal | |||
| Advanced BI and reporting | |||
| Advanced marketing automation | |||
| Change management | |||
| Automation |
