Connect Your Project-Centric Business in One Application with Dynamics 365 Project Operations
Get the visibility, collaboration, and agility needed to drive success across your project-centric business from prospects to payments to profits with enhanced project management. Empower your teams to win more contracts, optimize resource utilization, accelerate project delivery, and get business insights from sales to project financials. Maximize profitability with streamlined project financials.
Lead a profitable project-centric business
- Comprehensive Financials: Built-in dashboards for KPI’s, Configurable CPQ engine, Invoicing, revenue recognition, and project accounting.
- Project Success: Intuitive, flexible project management, Accurate project scheduling and tracking, Cross-team productivity in Microsoft Teams.
- Optimize Resources: Skillset matching to meet project demands, Easy resource workload distribution, Intelligent scheduling to anticipate needs.
Dynamics 365 Project Operations Capabilities
Improve Deal Management
- Model robust pricing and costing variations on geography and local market economics that influence your global labor and exchange rates.
- Create fixed-price, time and materials, or retainer contracts using adaptable billing models that meet your cash-flow needs.
- Use standard templates to develop estimates, schedules, and pricings for quotes.
- Consolidate customer data into a single view using Dynamics 365 Sales to get actionable insights for personalized customer engagements.
Drive Successful Project Management
- Use embedded Microsoft Project dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
- Estimate & track projects to budget with accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
- Bring teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps – all in one place.
- Use built-in insights to evaluate how projects are trending.
- Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.
Optimize resource utilization
- Maximize your resources. Easily distribute work streams across your resources to optimize project delivery.
- Align the right people with the right projects. Maintain resource profiles to easily match people’s skillsets with projects. Rate skills using proficiency models that adapt to your unique business needs.
- Anticipate resourcing needs with intelligent scheduling. Streamline scheduling with relevant skills-based assignments and up-to-date visibility into resources’ availability using universal resource scheduling.
Simplify time and expense management
- Submit your time and expenses on the run. Use the mobile app or a browser to itemize expense entries, approve and review expenses, and receive expense-related notifications from anywhere.
- Make it easy to comply. Give your teams easy-to-use time and expense tracking tools to support policy compliance.
- Ensure accurate reporting and policy adherence by giving your teams easy-to-use time and expense tracking tools to support policy compliance.
Improve visibility for greater business impact
- Visualize key insights for fast, confident decisions. Use built in dashboards surfacing KPIs such as resource forecasting, utilization, and budgeting to quickly adapt to changing business conditions.
- Democratize data and get rid of silos. Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.
- Create forecasting snapshots. Generate budget and time snapshots to forecast in resource and non-stocked deployments.
Drive business performance
- Recognize revenues on-time and accurately. Help keep global teams’ adherence to accounting standards and practices. This includes revenue recognition compliant with International Financial Reporting Standards (IFRS).
- Improve cash flow and invoice customers faster. Add details and group transactions to customize invoices for optimal review and recognition. Manage billing queues and add ad-hoc transactions for more precise invoicing.
- Manage project accounting more accurately. Set up project cost and revenue profiles for fixed-price or time and materials billing using accounting rules for cost and revenue, accruals, and postings.
Copilot for Microsoft Dynamics 365 Project Operations
Project managers work hard to deliver projects on time and within budget. Copilot for Microsoft Dynamics 365 Project Operations significantly reduces time spent on status reports, planning tasks, and assessing risks. With Copilot, project managers can quickly create new project plans for new engagements by using natural language to describe details of the project. Copilot creates a project plan that the project manager can refine. Project managers can use Copilot to create a project status report to ensure project success. Copilot can then identify risks and offer mitigation plans regularly to avoid delays or budget overruns. With Copilot, project managers improve efficiency and avoid risks.
SIS Construct 365 Module Integration
with Microsoft Dynamics 365 Project Operations
Microsoft Partner, SIS LLC, provides the only true end-to-end construction and project-based solution in the Dynamics channel. Over 25 years, SIS has developed construction and project-based solutions purpose built for Microsoft Dynamics 365 construction sectors: specialty, mechanical, heavy civil, energy, and government, the SIS Construct Solution with Microsoft Dynamics 365 is the key to project profitability and managing risk.
The graph on the right shows how SIS Construct 365 Project Cost Management, Advanced Labor and Field Operations integrates with Microsoft Dynamics 365 Project Operations as shown in the solution map to the right where PCM is identified in orange. With SIS Construct 365 PCM, users have a full financial solution for forecasting, mitigating risk, managing margin gain/fade and variance, update EAC and other vital functionality for construction project profitability. Please visit our SIS Construct 365 pages for more information on each module.
