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September 13, 2021

Dynamics 365 Project Operations for Service Organizations

Opening: Dynamics 365 Project Operations

One of the most important elements in running a business or organization is project operations. However, only 22% of organizations use project management software. Using software like this provides project based services that can allow your projects to stand out from the competition.

This is where Microsoft Dynamics 365 Project Operations comes into play. This program can help with planning, running, and fully executing a project. Let's take a look at it and see how it can improve your project management. 

dynamics 365 for project operations benefits services organizations - time to plan

Straightforward Planning 

One of the best features of Dynamics 365 Project Operations is the way it simplifies the planning process. This program helps centralize a ton of information and data. However, it does so in a way that is easy to read and understand. Ensuring your project a success.

The Dynamics 365 application comes with a variety of dashboards that allow you to view data in a way that suits your needs. These dashboards can focus on simple numbers and statistics, or they can display the same information via rich graphs and graphics. 

The different ways in which you view project centric information can be used at different times. In a hurry, they can provide quick insights at a glance. If you want to explore further, they can display a wealth of in-depth information.  Dramatically assisting viewing the project schedule.

These displays are also interactive in a way that assists the planning process. You can create different plans that take different factors into account. Then, you can compare these plans side by side in order to directly assess their pros and cons. 

For example, Dynamics 365 finance tools can compare the costs of hiring additional workers for a job or spending more time with the workers you have. These project management accounting tools will give you insight into which option will cost more and which you should choose. 

dynamics 365 for project operations benefits services organizations - wasting time

Reduce Wasted Time with Dynamics Project Operations

The other advantage to using Microsoft Dynamics 365 Project Operations is the way it helps with both time and expense management. The efficiency of the program helps reduce the amount of time and expenses spent on completing the entire process. 

The Dynamics 365 application contains templates that can dramatically reduce the amount of time spent in creating a plan. You simply need to plug in the relevant information and the program can generate a detailed estimate and schedule. 

The consolidated nature of the program also helps to save time. With the straightforward planning information detailed, you can create accurate quotes with ease. Spending less time creating and more time executing saves resources. 

More time is also saved if users are well-trained in using Dynamics. Training programs can help anyone on your team become a master at using the program quickly and efficiently. This can save even more time over the course of an operation. 

dynamics 365 for project operations benefits services organizations - tracking progress

Keep Track of Progress

Once a plan is developed and a project begins, it is important to keep track of how the project is going. You need to be aware of all the successes and failures that are taking place as the project unfolds. 

To do this, real time data needs to be collected. Project team members can input information about their progress right into the program. The program then compares this to the information within the plan.

This will show how the project is going and if it is trending toward completion. Project profitability may be now be determined via tracked project financials.

In addition, information can be uploaded through the mobile app or within the browser. This lets employees or team members upload on the go. The versatility provided by this option allows it to work in more than just an office setting. 

Mobile uploads are even more responsive due to Power Apps within Microsoft Dynamics Project Operations. The program uses optical character recognition technology to take information from uploaded receipt images. This means simply snapping a picture can provide you with the data you need. 

All of this is assisted by communication through integrated programs. Microsoft Dynamics works in conjunction with Microsoft Teams. This integration makes it easy to communicate through a platform that many may already be familiar with. 

This is how Microsoft Dynamics goes beyond the planning process and directly manages projects.  

dynamics 365 for project operations benefits services organizations - making changes

Make Changes When Needed

As you keep track of progress, information may come in that changes things. Work may take longer or shorter than expected, costs may go up or down, and unexpected problems may arise. Together, these may indicate that your project will not be finished on time. 

If this happens, you need to be able to alter your plan in order to meet the project delivery deadline. This is why it is important to choose an adaptive and responsive project management system. 

If changes need to be made, you can examine your options from within the Dynamics 365 framework. Just like in the planning process, you can create different scenarios and view them side by side. This allows you to make the best choice available. 

You can then alter the plan from within Dynamics 365. You can change schedules, conduct resource management, and alert employees or team members about what should be done differently.

Once you decide what changes to make, actually making the changes is easy. Some programs are thrown off entirely when small details are changed, causing you to recreate your plan from scratch. Dynamics 365 Project Operations is responsive and will adapt in the way you need it to. 

The communication features then make altering your team to these changes simple. As mentioned earlier, integration with Microsoft Teams emphasizes communication. You can easily communicate any changed information through this program.  Sales resourcing and customer services are most expanded handled via the robust collaboration and communication enhancements via MS Teams.

Using Dynamics 365 Project Operations

The tools and features offered by Dynamics 365 are robust and powerful. They can assist planning, help optimizing resource, reduce wasted time, manage operations, and even make changes when needed. When used correctly, these can be key to a successful job. 

Get started with training for Microsoft Dynamics 365 Project Operations from Integent so you can take full advantage of this robust program.


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