Drive project success and profitability     

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Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 Project Operations empowers you to deliver profitable projects on time and within budget while increasing employee productivity.

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Deliver projects on time and on budget

Connect sales, resource management, project management, and accounting teams within one application for the enhanced visibility, collaboration, and agility needed to drive success across operations—from prospects to payments to profits.

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Deliver exceptional deal management experiences

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• Customize resource-based costing and pricing to accommodate customers’ needs. Model robust pricing and costing variations based on geography and local market economics that influence your global workforce and exchange rates.

• Leverage deal structures tailored for project-based organizations. Create fixed-price, time and materials, retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.

• Shorten the deal cycle with flexible pricing and more accurate quotes. After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.

• Get comprehensive pipeline management and a unified sales dashboard. Consolidate customer data from different sources into a single view by connecting to Dynamics 365 Sales. Use the intuitive and flexible customer data platform to get actionable insights and create personalized customer experiences.

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Drive success through enhanced project management capabilities

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• Give project managers the tools they need to succeed. Improve productivity with embedded Microsoft Project capabilities including accessible dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.

• Track your projects efficiently. Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress. Use built-in insights to understand how your projects are trending, and drive timely decisions for course correction.

• Foster better teamwork with Microsoft Teams. Collaborate across the project lifecycle by bringing your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.

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Optimize resource scheduling and assignments

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• Maximize your resource utilization. Easily distribute workloads equally across your resources for optimal execution on project delivery needs.

• Align the right people with the right skillsets to the right projects. Maintain resource profiles to easily match people with projects. Rate skills easily with proficiency models that adapt to your unique business needs.

• Anticipate resourcing needs with intelligent scheduling. Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.

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Simplify time tracking and expense management

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• Accelerate productivity by submitting time and expenses on the go. Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images using optical character recognition (OCR) capabilities.

• Ensure accurate reporting and approvals. Maintain complete visibility and control of your organization’s expenses using policies, approvals, and reporting. Submit, approve, process, and reconcile time and expenses—anytime and anywhere.

• Unify your time and expense processes. Track expenses in a variety of currencies while integrating with project accounting, payroll, and invoicing for a comprehensive experience.

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Drive business performance through streamlined project financials

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• Recognize revenue accurately and on time. Cultivate best practices and support global teams by adhering to published accounting standards and practices using built-in multicurrency, project financials, and revenue recognition compliant with International Financial Reporting Standards (IFRS).

• Improve cash flow by invoicing customers quickly and more precisely. Manage billing queues and add ad-hoc transactions more effectively for invoicing. Customize customer invoices by choosing style and design, adding details, and grouping transactions for optimal review and reconciliation.

• Manage your project accounting with higher accuracy. Leverage project cost and revenue profiles for fixed-price or time and material billing through a combination of accounting rules for cost and revenue, accruals, and postings. Quickly review project statements and forecast cash flow to get in-depth project financial information.

• Expand to a service-centric enterprise resource planning (ERP) system. Use the built-in integration with Dynamics 365 Finance or use open APIs with an external ERP system to extend to accounts payable, accounts receivable, and general ledger capabilities.

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Increase agility with actionable business insights

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• Drive business performance and profitability with greater visibility. Use built-in dashboards surfacing key KPIs such as resource utilization, forecasting, and budgeting to make better business decisions. Improve information integration providing access to important business intelligence and insights.

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