Dynamics 365 Project Operations Application

Posted on: December 22, 2022 | By: Guy Logan | Microsoft Dynamics AX/365

Today’s project-based services industry is a highly competitive market where winning deals, increasing profit margins, and providing excellent project delivery are crucial for success. The Dynamics 365 Project Operations Application provides users with one application connecting sales, resourcing, project management, and finance teams together to achieve more deals, increase profits, and excel in project delivery. Dynamics 365 Project Operations employs capabilities from the existing Dynamics 365 Project Service Automation along with some additional features and improvements that provide one unified solution for users to run their project-based business. This blog highlights several of the key features and enhancements that Dynamics 365 Project Operations offers.

Improved Deal Management Experience

A highlight of the unified Project Operations Application is improved deal management experiences. The application includes a robust model for costing and pricing based on geography and local economies. Standardized templates built within the application help to quickly develop a detailed profit and cost estimate, project schedule, and project quote. The unified sales dashboard is integrated with Dynamics 365 Sales platform to consolidate customer and project data into a single view. This dashboard provides meaningful insights for personalized customer engagements.

Improved Resource Scheduling

Within the resources tab, users can optimize resource profitability by maintaining resource profiles, specific resource skill sets, and current resource projects. The schedule board provides a quick view of available resources along with their relevant skills to provide visibility and to help anticipate project resourcing.

Optimize Performance with Project Financials

Project financials help drive business performance and adherence to accounting standards and practices such as revenue recognition. Additionally, cash flow is improved by invoicing customers quickly. The Invoice Schedule Tab allows users to manage billing queues, add details, and customize invoices for more precise invoicing. Project costs can be leveraged for a fixed price or through time and materials billing. Project Operations can be integrated with Dynamics 365 Finance or external ERPs to extend accounts payables, account receivables, and general ledger capabilities.

Simplify Time and Expense Tracking

Dynamics 365 Project Operations includes time tracking and expense management functionality to ensure accurate time and expense reporting. Teams are provided easy to use time and expense tracking tools that adhere or support company policy. Configurable rules and automated workflows improve time and expense submission, approvals, and reporting.


With the introduction of Dynamics 365 Project Operations, project management has become easier. New project management capabilities allow for timely staffing, efficient invoicing and quoting, and precise tracking of project financials, time, and expenses. Dynamics 365 Project Operations provides an innovative cloud solution that supports all project-based organizations.

Next Steps

If you are interested in learning more about Project Operations in Microsoft Dynamics 365 for Finance and Supply Chain Management, contact us here to find out how we can help you grow your business. You can also email us at info@loganconsulting.com or call (312) 345-8817.

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