Microsoft Dynamics 365 Project Operations
Deliver profitable projects on time and within budget whilst building strong customer relationships using Microsoft Dynamics 365 Project Operations (formerly Project Service Automation).
Project Operations (Formerly known and Project Service Automation) will be familiar to existing Project Service Automation users, but with the added benefit of more advanced project planning tools, including a Gantt chart and drag and drop project planning, as well as advanced accounting functionality provided by the finance module.
Microsoft Dynamics 365 Project Operations Consultancy
SI ICT’s team of specialist Microsoft Dynamics 365 Consultants have a proven track record of tailoring and implementing Microsoft Dynamics 365 for Project Operations across many different verticals.
Specialists at deploying Microsoft Dynamics 365 Project Operations
Our highly skilled team of Microsoft Dynamics 365 Consultants have successfully deployed Dynamics 365 Project Operations for 100’s businesses and have a vast experience of tailoring the solution for all businesses types.
Benefits of Microsoft Dynamics 365 Project Operations
Project efficiency
Manage and deliver projects on time and on budget every time
Harness Automation
Empower employees to work efficiently using automation and collaboration tools
Streamline efficiency
Automate monotonous parts of your sales processes so your team can focus on selling
Designed to deliver, track and fully manage your projects
As one of the leading cloud-based project management solutions, Project Operations assists users from the initial sale through to invoicing, with capabilities for planning, creating estimations, forecasting, progress-tracking, management, billing and more.
Keen to migrate from Project Service Automation (PSA)?
There is a migration path provided by Microsoft to transition from PSA to Project Operations, with customers having up to 4 years to make the transition
Project Operations offers improved functionality
Microsoft Dynamics 365 Project Operations combines the best of breed components from the following three existing applications
Dynamics 365 Project Service Automation
A comprehensive tool that allows users to sell, estimate and deliver projects, including quoting, contracting, resource planning, time and expense management and invoicing
Dynamics 365 Finance
An enterprise level finance and supply chain solution which contains a state-of-the-art project accounting module
Microsoft Project
Microsoft’s market leading project planning tool set
Complete end to end management of all projects
By combining the best components from these three existing products and building the new solution on the Common Data Service, Microsoft have created a complete offering for professional services organisations which can truly manage projects from end to end. By combining the advanced sales and delivery capabilities of PSA with the accurate project accounting functionality of Finance and the intuitive planning and management tools of Project, Project Operations promises to be an excellent platform to grow your consultancy business.
The Dual Write functionality of Microsoft’s Power Platform ensures that data is seamlessly integrated between your operational and financial systems, making sure data is processed in the best tool for each job.
Additional benefits of Dynamics 365 Project Operations
Customer Satisfaction
With various means of communication and accurate forecasting, Project Operations allows agents to provide customers with up to date cost and timing information. The customers can be kept in the loop throughout the implementation process and consulted on any changes. The management and forecasting tools ensure that your projects will be finished on time and to a high standard.
Empower Users
Project resources can access Project Operations from within a browser and on a mobile device, giving them the flexibility they need to do their job well. Resources also have their own individual profiles which they can amend by add their skills which aids managers to select the jobs that they want. They can understand all the high level details they need to know before commencing a project.
Save resources
The scheduling and resource management capabilities give real-time transparency into resource supply and allocation. Managers will immediately know which resources are available and decide how best to utilise them and the forecasting can intelligently predict when resources will be in demand, cutting down on waste and increasing efficiency and ensuring the project runs seamlessly.
How SI ICT implement Dynamics 365 Project Operations?
As Microsoft Dynamics 365 Consultants, SI ICT use our expertise and product knowledge coupled with our extensive experience to discover, analyse validate, build, deploy and launch a tailored Microsoft Dynamics 365 Project Operations solution along with user enablement whilst providing ongoing support.
Using our extensive knowledge of workflows, efficient business processes and an innovative use of new technologies such as Microsoft Flow, our Microsoft Dynamics 365 Project Operation solutions are specifically designed to automate processes to cut down on tedious admin tasks and fast track the growth of your business.
Dynamics 365 Project Operations features
Project Management
Built-in tools help users to produce accurate cost, effort and revenue figures. These figures enable managers to design achievable, efficient projects. By ensuring that project deliverables reflect the terms of the contract, businesses will earn customers’ trust. Managers will be able to review and monitor all costs and timings within intuitive dashboards to make sure projects stay on schedule and are delivered successfully and on time.
Resource Optimisation
Using a unified scheduling engine, Project Operations assigns tasks intelligently on the basis of agents’ skill, location and resource availability. The schedules appear on real-time dashboards giving managers high visibility into where their resources are allocated and how to make the most of them whilst also providing resources with the relevant details, they need to do a great job.
Profit Forecasting & Communications
The unified sales management dashboard brings together product and project-based opportunities and advises users on which deals to prioritise. The data allows users to highlight at risk deals and identify the predicted profitability of deals, calculated using cost, effort and revenue figures. By using a portal, users can engage directly with customers and project stakeholders during the planning and enactment phase. Microsoft Teams is also favoured to collaborate and communicate throughout projects.
Productivity tools
Intuitive time submission options ensure that project resources are never late. Users can submit, approve, and reconcile both time and expenses from anywhere using the dedicated Dynamics 365 mobile application for Android and IOS devices. The high accessibility means that agents can respond quickly to project changes. They can spot and target risks by tracking the key performance indicators displayed in the dashboard.
Transformation Journey
Understand
During our initial meeting, we’ll understand in some detail how your organisation operates and apply that knowledge to propose a Dynamics 365 Project Operations solution to accommodates future business aspirations and resolve the main pain points. We will also discuss the licensing options.
Build
We will produce a functional specification document alongside a project plan and technical specification that clearly defines the solution’s deliverables. Working in close collaboration with your internal team from the start, we’ll then build your tailored Dynamics 365 Project Operations solution.
Transform
Once live, your fully customised Dynamics 365 Project Operations platform will digitally transform your business
Dynamics 365 Application Stack
The complete solution to manage customer relationships, close deals and boost sales revenue.
A powerful business application that uses in built intelligence to enable businesses deliver faster, personalised support to their customers
Move beyond basic marketing activity and maximise your return on investment with data driven decision making and marketing automation.
The complete management solution for your field sales and service teams enabling you to drastically improve performance levels by using intelligent scheduling, enhanced transparency, remote asset monitoring and billing management
Data driven insight to improve your financials and operations with Dynamics 365 Finance and Operations.
Deliver profitable projects on time and within budget whilst building strong customer relationships
Attract the right people, and retain and grow them. Track performance, optimise workforce costs and take care of employees
Forecast future business plans using Power BI and Data Analysis with Microsoft Dynamics 365 Customer Insights