Author: congruentX

Dynamics 365 project operations have created a buzz in the market once it was launched. It is the age of digital transformation and dynamics 365 is a part of the very age. It can be considered as the rebirth of the domain of technology. It was released in October, 2020 and can be considered as the evolutionary step towards the Automated Project Services. It is a Microsoft project schedule and is a part of the customer relation domain. It helps outline the work deliverables or packages that keeps the business associated with the customer engagement or proposal side of the business or company.


Dynamics 365 power apps come under the Dynamics 365 project operations. The applications are the base on which the entire project runs. The goal of the Dynamics suite is to provide a holistic coverage of the customer relations domain. It encompasses the proposal, mapping and modeling work along with scheduling, delivering and billing services of the domain. Dynamics 365 project operation and dynamics 365 power applications can do it all.


The Microsoft dynamics 365 project operations offers connected systems and processes which are:

  • Project sales management
  • Project accounting
  • Inventory-based projects
  • Price list management
  • Microsoft Project integration
  • Billing
  • Project contracts management
  • Requirements management
  • Resource planning
  • Schedule table
  • Offer management
  • Lead management
  • Time and expense management
  • Client management
  • Teams collaboration
  • Comprehensive project operations

The dynamics 365 power apps have many advantages since it has the option of keeping the acquired data under one area which is easily navigable and allows everyone to build, report and automate without moving the data between other systems.

Layers of Project Operations:


The key to a successful business is the ability to complete the tasks assigned under the client domain and the internal projects. To complete the goals one needs a set of tools, thus, dynamics 365 project operation has dynamics 365 power apps to its aid. A work environment is created in the company for the workers to work. Microsoft has set out to provide the operational and foundational domains both the back-end platforms and applications which makes work easier and quicker, thus, aiding increase in professional productivity. With the current age the operating speed in order to deliver a successful project requires involvement of the work forces which the project operations help in. Project centric organisations or businesses closely manage their projects and ensure the improvement in customer satisfaction and profit. Dynamics 365 project operations also ensures billable project-based organisation to manage customer activities right through the sales, project staffing, delivery and invoicing.


Key features of Project Operations:

It contains 8 core modules that work together between sales and delivery in order to promote customer satisfaction and results.

The modules are:

  • Opportunity Management: it enables the management team to understand the company’s working method in order to react to a new business. It also enables visibility to potential opportunities, cost and profitability.
  • Project Planning: it is integrated in Microsoft to schedule and manage in  in order to improve planning and completion. Enables the cooperation and collaboration of the sales and project managers. It gives details like cost, duration and value which is offered to the prospect.
  • Resource Management: as it suggests, it optimises resources across projects, customers and field services. It allocates resources in need and helps in project execution. Also, provides complete visibility to resources so that it can be assigned to the best potential fit.
  • Mobility: ensures that the project information is relayed correctly to the device and role. There is direct access to project and customer data in order to collaborate via mobile PSA.
  • Collaboration: it enables team members to cooperate on projects and ensure accurate project status at all points. Helps in resolving risks through identification and ensures the way to a successful engagement. The collaboration ensures sharing of information about the project and deliverables during the execution of the project, thus, improving project efficiency.
  • Time and Expense Management: it helps the one’s concerned in the project to track their time, expenses, related tasks and deliverables accurately. It enables cost-control maintenance and accurate billing of time and expenses from any device.
  • Billing: it allows managers to track, update and allow all the related costs and invoiced generation that is provided to the customer. It ensures accurate costing and billing of resources which are in association with the project.
  • Service Analytics: the skip from reactive to proactive is monitored in order to ensure the projects remain feasible and profitable.

Benefits of Dynamics 365 Project Operations:

  1. Improved Project Visibility: Project Operations provides a centralized platform that offers real-time visibility into project progress, resource utilization, and financial performance. This enables stakeholders to make data-driven decisions and take corrective actions promptly.
  2. Enhanced Collaboration: The solution promotes collaboration and communication among project teams, facilitating seamless information sharing and reducing silos. Team members can access project-related information, documents, and updates from anywhere, fostering a collaborative work environment.
  3. Streamlined Project Lifecycle: Dynamics 365 Project Operations supports the entire project lifecycle, from initial planning to project delivery. It helps streamline processes, automate repetitive tasks, and reduce manual effort, resulting in increased efficiency and reduced time-to-market.
  4. Scalability and Flexibility: As a cloud-based solution, Dynamics 365 Project Operations offers scalability and flexibility to adapt to evolving business needs. Organizations can easily scale their project operations as they grow and leverage the power of the Microsoft cloud infrastructure.


Implementing Dynamics 365 Project Operations offers benefits like improved project visibility, enhanced collaboration, streamlined project lifecycle, and scalability. The cloud-based solution allows organizations to adapt and scale project operations as their business grows. With robust analytics and reporting capabilities, Project Operations provides valuable insights for informed decision-making and project success.


In today’s evolving business landscape, Dynamics 365 Project Operations equips organizations with effective project management tools. By leveraging this comprehensive solution, businesses elevate project operations, enhance customer satisfaction, and stay ahead of the competition.