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Dynamics 365 Project Operations

Projects, people and finance in one system.

We implement Dynamics 365 Project Operations so your sales, resourcing, finance and project teams work from the same data, from the first estimate through delivery to the final invoice. It suits project-based organisations that need proper project accounting alongside planning and resource management.

Talk to our Dynamics team See Project Operations services

What we do

Project Operations connected to the rest of the business.

Project Operations is built on Dataverse like the rest of Dynamics 365, so we connect it to your sales pipeline, finance system and reporting rather than running it as a separate project tool.

Dynamics 365 overview

How Project Operations fits with Sales, Customer Service and Business Central.

Dynamics 365

Business Central

Finance and operations for smaller organisations, alongside your project data.

Dynamics Business Central

Project reporting

Power BI reports on utilisation, budgets and project profitability.

Power BI

Custom development

Custom entities, integrations and apps when your project process needs more than the standard setup.

Dynamics development

Copilot readiness

A roadmap for where AI helps your project teams and what needs to be ready first.

Copilot readiness assessment

Dynamics support

Technical and user support once Project Operations is live.

Dynamics 365 support

20+ years

of Microsoft experience behind the team

3 offices

in Stirling, Manchester and London

1 working day

to come back to you after you get in touch

How we work

How a Project Operations project runs.

01

Discovery

We map how projects are sold, estimated, resourced, delivered and invoiced today, and which systems hold each part, then agree the requirements with your project and finance leads.
02

Design

We design the project structures, resource model, time and expense process and invoicing rules, and how Project Operations connects to your finance and sales systems.
03

Build

We configure Project Operations, build the integrations, bring across live projects and resources and test the full cycle from quote to invoice.
04

Train

Project managers, resource managers and finance users each learn the parts they use, including logging time and expenses on mobile.
05

Go live

We move live projects across at an agreed point, support the first invoicing run and hand over to support.

FAQ

Frequently asked questions.

What does Project Operations cover?

Project planning with Gantt charts and task boards, resource allocation, time and expense capture, project accounting, estimates, forecasting and invoicing, all in one application.

Who is Project Operations aimed at?

Project-based organisations that need advanced project accounting and resource management connected to their sales and finance processes.

Can you replace our older ERP or project tools?

Yes. We advise on the move from legacy ERP applications to Dynamics 365 and plan the migration around your specific needs.

Can staff record time and expenses away from the office?

Yes. Project Operations works on mobile, so people log expenses and time as they go.

Talk to our Dynamics team about Project Operations.

Tell us what you are working on and we will come back to you within one working day to arrange a call.