2 modules
Sales, patient care, and service all in one solution.
Project Operations
Dynamics 365 Project Operations integrates project-based sales, planning, resources, execution, and billing. We help you manage your budget, team utilization, and project profitability from quote to invoice.
A cohesive " Project Operations " combines compliance, billing, and process simplification.
4
teams in a single process
3
contract templates
1
end-to-end process
✦
The Challenge
The margin disappears between the proposal, execution, and settlement of the project
This offer does not include delivery
The sales quote does not include current rates, availability, or staffing costs, so the project starts with an unrealistic margin or deadline.
Resources Planned in Spreadsheets
Demand and availability are tracked in different files, which is why the backlog is growing, key personnel are overburdened, and subcontractor costs are rising.
Actuals arrive too late
Time, expenses, and materials are posted to the finance department after the period closes, so budget variances aren't visible until the margin is lost.
Invoicing requires coordination
Contract terms, milestones, and work completed are not linked, so invoices are created manually, late, and often require corrections.
✦
How It Works
From Sales Opportunity to Financial Result in a Single Cycle
Project Operations transfers the offer details to the plan, links resources to the project, updates the forecast based on actuals, and prepares data for invoicing.
01
Valuation
The scope, roles, rates, and contract model determine the cost, price, and margin of the offer.
02
Plan
A contract award triggers the schedule, budget, resources, requirements, and milestones.
03
Implementation
Time, expenses, materials, and progress update the actuals, the load, and the forecast.
04
Settlement
Approved data form the basis for invoices, revenue, margins, and portfolio decisions.
THE LOOP CLOSES WITH DATA
✦
Pillars
Project Operations's Two Pillars: Delivery Control and Outcome Control
Predictable Execution and Resources
Demand, availability, capabilities, and the plan are managed within a single model.
The proposal outlines the objectives
The scope, roles, rates, and deadlines are not lost between the sale and delivery.
Demand observed earlier
The pipeline and plans indicate future skill needs.
Data-Driven Staffing
Availability, skills, and cost all play a role in selecting the right person.
Progress updates the plan
Actuals and task statuses reveal delays leading up to the milestone.
Profitability from Quote to Invoice
Costs, revenue, the budget, and the forecast are all derived from the same transactions.
Pre-signing margin
The quote combines the price with the cost of labor, expenses, and materials.
Budget vs. Actuals
Variances in time, cost, and revenue are visible as work progresses.
Forecast through the end of
EAC shows the expected result after taking into account actual performance and the plan.
Data Ready for Invoicing
Contract approvals and rules streamline the process from work to billing.
✦
Photos
See how it works
.avif)
.avif)
What Is " Project Operations " in a Design Firm Model?
Dynamics 365 Project Operations integrates service sales, project management, resources, and finance so that operational decisions help ensure on-time delivery, optimal utilization, and strong margins.
Project Proposals and Contracts
They carry over the scope, roles, rates, and billing model to implementation, minimizing deviations from business objectives.
Project and Resource Planning
It aligns job openings with the demand for skills, availability, and cost to address staffing gaps earlier.
Budget, Actuals, and Forecast
He compares the plan against time, expenses, and materials to update the EAC and take action before profit margins are lost.
Billing and Invoicing
It uses contract terms and approved transactions to streamline billing and minimize invoice adjustments.
.avif)
Take a look inside
Where " Project Operations " Creates Value Across the Entire Company
The success of a project depends on joint decisions regarding sales, delivery, resources, and finance. The platform integrates this data throughout the entire cycle, from opportunity to revenue.
Sales and Customer Success
It combines service pricing, resource availability, and contract margins to ensure that the commercial promise can be delivered and settled.
Delivery, PMO, and Resource Management
It displays scope, progress, demand, reservations, and actuals so that teams can respond to delays, overloads, and scope creep.
Finance and Operations
It integrates budget, costs, revenue, subcontractors, and billing to shorten the closing cycle, improve forecasting, and monitor portfolio profitability.
✦
What We Optimize
What results have companies using Project Operations
-80%
shorter time to generate 100 invoices
+20%
increased billing efficiency
100%
Compliance of Project Contracts
-50%
shorter project setup time
✦
FOR WHOM
For companies where projects are piling up faster than they can keep track of margins and resources
- The proposal, project plan, staffing, and billing are managed in separate tools, so the base margin is not compared to actuals or the forecast.
- The company sells time, projects, or services, but fails to see the future demand for expertise, the bench, or the profitability of its resources and customers.
- Invoices depend on manually reconciling time, expenses, milestones, and contract terms, which delays billing and increases the number of adjustments.
✦
How We Implement
Implementation begins with the project-to-profit process and baseline KPIs
Process and Data Audit
We map out the offering, contract, plan, resources, timeline, costs, revenue, billing, integrations, and KPIs. We select an implementation model and conduct a pilot.
Implementation Project Operations
We configure prices, contracts, projects, resources, budgets, actuals, approvals, and integrations. We migrate data and provide role-specific training.
Optimization and Scale
We measure margin, utilization, forecasts, on-time performance, and billing. We’re improving standards, automation, reports, Copilot, and other units.
✦
Numbers, not slides
What Works for Customers Who Have Placed Their Trust in Us
End-to-end projects across various industries. The same Microsoft tools, different results—because each of our clients’ businesses is unique.
.avif)
20–30%
Less time spent searching for information every day.
–40%
Less time needed to verify customer data in public records.
.avif)
2× faster
Operations and processes completed in half the previous time.
✦
They've placed their trust in us
“
Documentation used to take up a lot of time. Now we can prepare it much faster. Customer data is available immediately, and internal communication has never been smoother.
”
✦
Let's talk about technology
Turn technology into results
Tell us what you want to improve. We'll show you how to use this technology to achieve a specific business outcome.
