Project sales & estimation
Build accurate quotes and win profitable work.
ERP · Finance & Operations
Dynamics 365 Project Operations
Connect your project teams from estimation and sales to delivery and billing.
Overview
What is Project Operations?
Dynamics 365 Project Operations unifies project sales, resourcing, delivery and finance in a single application. From the first estimate to the final invoice, everyone works from the same plan, budget and numbers.
Autonomous agents help manage budgets and client invoicing, so projects stay on schedule and on target — while leaders get real-time visibility into profitability.
MicrosoftDynamics 365
Capabilities
What you can do with Project Operations
Resource scheduling
Match the right people to the right projects, with capacity visibility.
Time & expense
Simple capture with agents that streamline approvals and tracking.
Project accounting
Track costs, revenue recognition and billing in one place.
Budget management
Autonomous agents keep budgets and invoicing on track.
Profitability insight
Real-time dashboards on margin, utilization and delivery health.
Business value
The benefits for your business
Real outcomes, not just features. Here's what Dynamics 365 Project Operations delivers when it's implemented right.
- Deliver projects on time and on budget
- Improve resource utilization and margins
- Speed up client invoicing and cash collection
- Give leaders real-time project visibility
- Connect delivery seamlessly with finance
Use cases
Where it makes the biggest difference
Professional services
Run quote-to-cash for consulting, agencies and services firms.
Project-based manufacturing
Manage engineer-to-order and complex delivery projects.
Client billing
Automate accurate, timely invoicing tied to delivery.
How we deliver
Your Dynamics 365 Project Operations partner, end to end
From advisory to go-live and beyond, Dynamics Generation owns every step of your implementation.
1. Discover
We assess your processes and design the right solution.
2. Implement
Configuration, customization and integration to fit you.
3. Go live
Data migration, testing and a smooth transition.
4. Support
Training, optimization and managed services.
FAQ
Project Operations — your questions answered
Who is Project Operations for? +
Any organization that delivers billable or internal projects — from professional services to project-based manufacturers.
Does it connect to Finance? +
Yes, it shares data with Dynamics 365 Finance for seamless project accounting and billing.
Can it manage resource capacity? +
Yes — you can schedule people against demand and see utilization in real time.
Explore more
Related Dynamics 365 solutions
Let's talk
Ready to get started with Project Operations?
Book a free consultation and we'll map the right path for your business.