Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations connects sales, resource management, project management, and finance into a single application. All with real time information to help accelerate project delivery and maximize profitability.

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Dynamics 365 Project Operations Consulting

Dynamics 365 Project Operations builds upon the functions of all project based services businesses and their teams, as well as on existing applications.

Project Operations is built on the Microsoft Power Platform, and provides services organizations with a full suite of capabilities.

These capabilities provide customers the ability to analyze, act upon, and automate processes across their entire organization.

As a result the organization is able to automate and transform their project centric business from inception to completion and Integent’s Dynamics 365 Project Operations consulting is there to help you make it happen.

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Integent Provides Flexible Services for Dynamics 365

Integent offers a wide range of Dynamics 365 Project Operations consulting services, all to help your organization maximize their use of all the applications features. Integent works with you to build a solution to your exact needs. If necessary, we build on and extend the Dynamics 365 capabilities to ensure the system aligns with your business processes. All Dynamics, capabilities, both intrinsic and custom, will be utilized into your organizations Dynamics 365 customer-centric solution. Integent’s Microsoft Dynamics 365 services include:

Utility development

Seamless third-party integration

Power Automate workflow development

Ongoing managed support

Report and dashboard development

Deployment & customization

Custom integration with various external systems

Data migration services

Let’s Take a Look at Dynamics 365 Project Operations

Opportunity management

Use customized resource-based costing and pricing based on geography and local market economics.

Use either fixed-price, time & materials and retainer-type deal structures for project-based organizations.

Flexible pricing and more accurate quotes are generated using standardized templates.

Sales pipeline management and the sales dashboard combine customer data from multiple sources into a single view.

Enhanced Project Management

Project management tools with embedded Microsoft Project capabilities, dashboards, task management, Gantt charts, work breakdown structures (WBS) and scheduling, improve productivity.

Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress for efficient project tracking.

Collaborate across the project life cycle 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.

Resource scheduling and assignments

Maximize your resource use and distribute workloads equally across your resources for optimal implementation on project delivery needs.

Align the right people with the right skillsets to the right projects by matching resource skills with proficiency models to projects.

Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date information about resources’ availability by using Universal Resource Scheduling.

Dynamics 365 Project Operations helps manage resources across the entire organizations.

Resource Scheduling integrates with other Dynamics apps, such as Field Service and Customer Service, to allow booking of resources in a single view.

Time and expense management

Team members enter time through an intuitive time entry grid. This allows them to enter time in a weekly view, add time from their bookings or their assignments, or to copy past time entries.

Use the mobile app or a browser for time and expense submissions, no matter your location to submit time on-the-go.

Track expenses in different currencies while integrating with project accounting, payroll, and invoicing by unifying your time & expense process.

Dynamics 365 Project Operations Delivers

Dynamics 365 Project Operations is an end-to-end business solution that helps everyone from sales to project delivery streamline project delivery, enhance profitability, and get more wins.

Utility development

To increase visibility across all teams, data, and processes, plus AI capabilities for better and faster business decisions.

Project managers accelerate projects

With built-in project management that uses familiar, user-friendly Microsoft Project capabilities.

Sales is accelerated and enabled

To accelerate the sales cycle with fast and accurate quotes, flexible pricing, and seamless transitions from estimate to implementation.

Team members work more collaboratively

With integration to Microsoft Teams, time and expenses can be submitted from anywhere.

Optimized resource management

By aligning the right people, with the right skills, to the right projects. This feature improves quality and helps keep top performers.

Finance simplifies project accounting

With time and expense tracking governance, project costing, budgeting, invoicing, revenue recognition, compliance, and visibility into key business health metrics.

Dynamics 365 for sales Consulting with Integent

Dynamics 365 for Sales is a robust platform that empowers businesses to build stronger customer relationships and enable their teams to sell more efficiently.

Learn About Dynamics 365 for Sales

Why You Need Dynamics 365 Project Operations Consulting

Integent’s Dynamics 365 Project Operations consulting helps organizations leverage this robust platform that empowers service-based organizations to manage everything from prospect to payment. This helps to win more deals, accelerate project delivery and maximize profitability.

However, setting up the tool and ensuring user adoption and that you’re using every aspect of it to its maximum capacity can be difficult for the average business owner.

You don’t have time to figure out how to use the program on top of everything else you have to do. You need to focus on your day-to-day operations while your sales team focuses on your customers.

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Training

Integent’s training programs are driven by a comprehensive approach. Because each client is unique, our training programs are custom-tailored to ensure maximum impact. Our trainings are focused on results, allowing your team to apply what they learn in the course immediately.

Consulting

In order to provide the solution your company requires, our consulting technique is to work closely with your team to ensure we fully understand your needs. Whether you require an agile approach and deploy Microsoft Dynamics in just a few weeks, or plan a more detailed rollout, we work with you.

Support

Integent offers super-flexible support plans for organizations of all types and sizes to keep your users and your Microsoft Dynamics application fully optimized. Our support plans can be used for just about any type of work needed, eliminating the need for additional proposals or statements of work.

Partner With INTEGENT for your Microsoft Products and Services Consulting

Our thorough Dynamics 365 Project Operations consulting service enables businesses to achieve cost-effective solutions by leveraging the technology built into the Microsoft systems. You’re able to decrease your licensing costs and enhance your productivity.

The team at INTEGENT has the expertise to skillfully and effectively onboard your entire team onto any Dynamics 365 application. We’re an end-to-end Dynamics 365 solution provider, and we help our clients get maximum value from the platform.

Contact a member of our team today to set up an introductory call to discuss how we can help you with Dynamics 365 finance, Dynamics 365 Business Central, Power BI, Power Automate and Power Apps.

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