Run more efficient projects, increase profitability and make better decisions across the entire engagement lifecycle.
Project complexity is rising, and teams need the right tools to keep delivery on schedule and budgets on track. Dynamics 365 Project Operations brings people, data and processes together to help you manage projects with confidence.
As organisations scale, managing projects isn't just about meeting deadlines. It's about juggling resources, staying on top of budgets, keeping clients informed and ensuring profitability from start to finish. Without a unified system, teams rely on spreadsheets, disconnected tools and outdated data, making it harder to control scope, forecast accurately and optimise utilisation.
Microsoft Dynamics 365 Project Operations solves these challenges by giving your organisation one connected platform for project planning, delivery and accounting. With real-time visibility of costs, schedules and resource availability, leaders can make better decisions, teams can collaborate more effectively and clients receive a smoother, more transparent experience.
Project Operations gives you real-time visibility of timelines, budgets and progress, helping teams stay aligned and avoid surprises. With structured planning tools and improved control over scope, you can keep every project on track from proposal to delivery.
By unifying communication, approvals and project documentation, Project Operations helps teams collaborate seamlessly and keep clients informed. This supports smoother delivery, reduces delays and strengthens long-term client relationships.
The platform helps you identify the right people for the right work based on skills, availability and cost. This improves billable utilisation, prevents overallocation and ensures that resources are deployed in the most effective and profitable way.
Automated time and expense tracking, combined with standardised billing rules, ensures accurate and timely invoicing. This helps to reduce tasking manual admin, minimises errors and helps you protect revenue across every engagement.
Build accurate estimates from reusable templates, model different delivery scenarios and turn an approved quote into a fully structured project without rekeying a single line.
Work breakdown structures, dependencies, milestones and baselines give delivery teams a plan they can actually manage, with variance against baseline visible as work progresses.
Match people to work using skills, roles, cost rates and real availability, then see utilisation and capacity across the whole business rather than one team at a time.
Mobile and Teams-friendly submission with approval workflows, so billable time is captured close to the work and does not get lost before month end.
Support fixed price, time and materials and milestone billing, with revenue recognition, work in progress and cost tracking held against the same project record.
Power BI dashboards on live project data show margin, burn rate, forecast revenue and project health, so problems surface while there is still time to act.
Project Operations is designed for organisations whose revenue depends on delivering work to a scope, a budget and a deadline. That includes consultancies, engineering and architecture practices, IT and managed service providers, marketing agencies, construction and infrastructure teams, and in-house project management offices.
The common thread is the need to see delivery and finance in the same place. If your project managers work in one tool, your resource planners in a spreadsheet and your finance team in a separate ledger, you are reconciling rather than managing. Project Operations removes that gap.
It scales with you. Smaller teams typically start with quoting, scheduling and time capture, then extend into full project accounting and subcontractor management as the portfolio grows.
Push project costs, revenue and invoices into your finance system so the ledger and the project record never disagree. See how it fits with Business Central and Dynamics 365 Finance.
Plan in Project for the web, collaborate in Teams channels, capture time without leaving Outlook, and keep project documentation in SharePoint alongside the project record.
Report on live project data, and use Power Automate and Power Apps to automate approvals, site reporting and any step your delivery process needs.
Summarise project status, draft client updates and surface risks from the data already held in the project, reducing the reporting burden on project managers.
When availability, skills and cost rates sit in one schedule, bench time is visible and the right person gets assigned to the right work rather than whoever is nearest.
Automated time and expense capture with standardised billing rules means fewer unbilled hours, fewer credit notes and faster cash collection.
Costs, commitments and forecasts update as work happens, so margin erosion shows up in week two rather than in the closing pack.
Delivery, resourcing and finance report from the same data, which removes reconciliation work and makes portfolio decisions faster and better evidenced.
Most rollouts begin with a discovery phase that maps your current quote-to-cash process, your project types and your billing models. That work determines how much of the platform you need on day one.
A typical first phase covers quoting, project structures, resource scheduling and time and expense capture, with reporting built on top. Project accounting and deeper finance integration commonly follow once the delivery data is trusted.
Licensing is per user per month and depends on whether a person needs full project management capability or only needs to submit time and expenses, so the right mix keeps costs proportionate. As a Microsoft partner, TD SYNNEX can help you size the licences, plan the phasing and connect Project Operations to the rest of your Dynamics 365 estate.
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Get started todayIf you want to see how Dynamics 365 Project Operations can streamline delivery, improve forecasting and increase profitability, fill out the short form and our team will be in touch. We'll walk you through the benefits and help you explore how the solution supports your project strategy.
Microsoft Dynamics 365 Project Operations is a project management and delivery solution that unifies planning, resourcing, finance and collaboration. It helps organisations deliver projects more efficiently and improve profitability.
The platform gives project managers real-time visibility of schedules, budgets and progress. With better tools for planning, tracking and communication, they can keep projects on course and address issues before they escalate.
Yes. Project Operations offers detailed resourcing capabilities, helping leaders allocate the right people to the right work based on availability, skills and cost. This improves utilisation and reduces bottlenecks.
Absolutely. By connecting delivery, time tracking, expenses and financial data, the platform supports more accurate billing and reduces revenue leakage. Leaders also gain clearer insight into margins and performance across engagements.
It integrates seamlessly with Microsoft Teams, Power BI and other Dynamics 365 apps. This creates a connected environment for collaboration, reporting and end-to-end project management.
Yes. It is particularly valuable for consulting, engineering, IT services and any organisation that delivers complex projects. Its focus on utilisation, profitability and forecasting makes it well suited to professional services environments.
The platform offers real-time dashboards showing resource usage, project health, financial performance and forecasted revenue. These insights help leaders make informed decisions and maintain stronger control over operations.
