Microsoft Dynamics 365 Project Operations

Connect all relevant departments into a single system
to deliver successful and profitable projects

Microsoft Dynamics 365 Project Operations

Projects begin during the sales cycle. Microsoft Dynamics 365 Project Operations out-of-the-box sales features help deliver the best customer experience, generate more accurate quotations, and smoothly transition from forecasting to execution. 

Main Challenges

Excellent projects can be a struggle to complete successfully 

  • Lack of overview of the total project – It’s essential that everyone have complete project visibility – not just the project manager 
  • Lack of clearly defined goals – Failure to set appropriate goals and objectives can lead to any number of problems. 
  • Poor communication – Poor communication can result in significant project management issues 
  • Shortage of the tools needed to complete the project successfully 
  • Incomplete and hard to find sales and expense information 

AlfaPeople Solution

Microsoft Dynamics 365 Project Operations connects your business within one unified solution, providing the collaboration and insights needed to drive success—from prospects to payments to profits.  

  • Project Operations helps you shorten the deal cycle and enables a smooth transition from estimation to execution.  
  • Deliver exceptional management experiences with more accurate quotes, forecasting, estimation, and contract management.  
  • Customize cost projections and estimates to create proposals that fit your customers’ needs.  
  • Enables easier project management and collaboration with embedded Microsoft Project capabilities. 
  • Compatible with all of Microsoft Dynamics 365 

Create, collaborate and communicate seamlessly with Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations has the tools you need to run your business. It gives your employees the opportunity to win more contracts, optimize resources, accelerate project completion, and maximize profitability.

Plan, execute, and track projects of any size. Easily assign tasks and prioritize the things that are most important to your team. Set timelines, milestones and manage the entire project’s workload. All in one place.

Completely compatible with all of the resources available in the vast Microsoft Dynamics 365 universe, Microsoft Dynamics 365 Project Operations is a platform that your team will enjoy using and reap major benefits from employing

Win More Deals

Projects start during the sales process. Dynamics 365 Project Operations helps deliver the best customer experience, create more accurate quotes and seamlessly transition from forecasting to execution with out-of-the-box sales capabilities. Create personalized customer experiences across a variety of channels from consideration to purchase. Accelerate the sales cycle with fast and accurate quotes, flexible pricing, and a smooth transition from estimate to execution.

Optimize resources

Dynamics 365 Project Operations assures that you will align the employees with the right qualifications for any project. Maintain profiles to match people’s skillsets with every project. Develop models that adapt to your needs and anticipate resourcing requirements. Universal Resource Scheduling helps you designate intelligent and resource-based assignments and know exactly which resources you have available at any given time.

Simplify time and expense reports

You can submit, approve, process, and balance time and expense reports wherever you are, making reimbursement and client invoicing much faster. Use the mobile app or browser for time and expense submissions, no matter where you are. Automatically create and upload expense reports. Dynamics 365 Project Operations includes easy-to-use time and expense tracking tools that make life much easier for your team. And you. Submit, approve, process, and reconcile time and expense entries on the go for faster reimbursement and client billing.

Optimize project finances

Dynamics 365 Project Operations offers a complete overview of costs, budgeting, invoicing, revenue recognition and compliance functions of important key figures such as gross margin and the project’sprofitability. Insights developed through Dynamics 365 AI (Artificial Intelligence) increases your ability to make quick decisions. Manage project accounting more accurately and recognize revenue compliant with International Financial Reporting Standards.

microsoft dynamics 365 screens

Microsoft Dynamics 365 Project Operations unifies your business, providing the collaboration and insights required to drive success—from prospects to payments to profits. 

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