What is Dynamics 365 Project Operations?

Customer satisfaction is key to the success of project operations and management firms. Each customer’s needs must be met to ensure complete satisfaction. Clients expect full transparency, minimal costs, and practical time usage. Microsoft Dynamics 365 Project Operations software offers all the features you need to manage your clientele effectively. Many advantages accrue to both parties because of centralizing data storage, including the simplification of development, growth, analysis, and project operation.


What is Dynamics 365 Project Operations?

Microsoft Dynamics 365 (D365) Project Operations is second to none as a comprehensive business and project management solution. Whether it’s project and resource management, or accounting and reporting, it incorporates all procedures of an organization into one system, improving workflows and increasing project predictability. Microsoft Dynamics Project can easily be integrated with other Dynamics 365 applications, making it an ideal choice for businesses that have already adopted the Dynamics 365 suite.


What is Dynamics 365 used for?

Microsoft Dynamics 365 can be used for the following:


  • Bringing your business together by connecting people, processes, and data across many applications, including Microsoft Dynamics 365, Office 365, LinkedIn, and Azure.
  • Better decision-making thanks to built-in AI, analytics, and action suggestions.
  • Modifying the app to meet your needs rather than having to rethink your entire business strategy. Microsoft Power Platform allows for easy app integration and customization.
  • Keeping up with evolving trends. The future of corporate innovation is in integrating AI, mixed reality, social media, and mobile technology.


Dynamics 365 Project Operations


Project Operations Features

Under Microsoft Dynamics 365, Project Operations connects sales, resourcing, project management, and finance teams in a single application to secure more deals, accelerate project delivery, and maximize profitability. The following are the significant features of Project Operations:


  • Project modeling
  • Budget management
  • Cost control
  • Month-end process
  • Project scheduling
  • Issue and risk management
  • Resource management
  • Project supply chain
  • Project insight and analytics
  • Customizations

With Dynamics 365 Project Operations, every component of an organization will have access to various functions to satisfy its needs. The brief details of significant features are provided below:


Opportunity Management

Dynamics 365 Project Operations helps management understand the organization’s workflow, allowing for proper preparation and responses to new opportunities and using project-based deal structures.

Project Management

Microsoft Dynamics 365 Project Operations is connected to Microsoft Project to improve the planning process from end to end. Sales and project managers can work together seamlessly while receiving visualizations of the expense, timeframe, and value presented to the customer.

Resource Management

Using the Resource Management feature, managers can ensure that project teams have the necessary components to complete work effectively by keeping track of resource consumption and managing resource skills.

Project Financials

Project managers can track, review, and authorize project-related expenses in Project Operations. After creating an invoice communicated to the client, they can also manage the pricing and payment.

Time and Expense Management

Project Operations is focused primarily on professional services organizations. A core feature is a tool to submit time and expense reports via a mobile app or browser.


Interactive dashboards can provide accurate analytics, which can be generated using Dynamics 365 Finance integrations.


D365 Advantages

Using Microsoft Dynamics 365 Project Operations:


  • Leaders receive business insights that boost visibility across all teams, data, and processes, in addition to AI capabilities that enable them to make smarter business decisions more quickly.
  • The sales team is provided with handy tools to close more deals and shorten the length of the sales cycle by providing quick and accurate quotations, flexible pricing, and smooth transitions from estimate to execution.
  • The resourcing process is neatly organized to maximize the efficiency with which resources are used by matching the appropriate individuals with the appropriate abilities, to the appropriate projects. This alignment increases quality while also assisting in the recruitment and retention of top workers.
  • Project managers can accelerate the delivery of projects thanks to cutting-edge, built-in dynamics project management that uses well-known and simple capabilities to operate within Microsoft Project.
  • Integrating with Microsoft Teams allows team members to boost their productivity, visibility, and collaboration ability. They can also report their time and costs from any location.
  • The Finance department may help simplify project accounting by providing time and expense tracking governance, project costing, budgeting, invoicing, revenue recognition, compliance, and visibility into necessary business health measures.



Microsoft’s launch of Dynamics 365 Project Operations is a step in the direction of Project Business Automation, with the company attempting to develop an integrated business system geared at project-based businesses. The fundamental idea is to provide a single platform that combines all the essential project business operations, including the following:


  • Project Financials and Accounting
  • Project Management and Operations
  • Project Insight and Analytics

Microsoft Dynamics 365 Project Operations unifies the areas of sales, resourcing, project management, and finances to accelerate project delivery and boost profitability. Project Operations provides:


  • A 360-degree perspective of a project’s status and status changes.
  • Valuable data on resources used availability.
  • Costs and outcomes.


Impressed by Dynamics 365 Project Operations capabilities? Find out how to create the best data migration strategy by reading our blog.