Project-centric businesses face numerous challenges in different project management phases, especially with multiple stakeholders. Advanced technology and superior processes are crucial to handle customer demands, track projects, and boost profits amidst changing market needs.
Dynamics 365 Project Operations, Microsoft’s ultimate project management solution, ensures complete visibility of resource availability and maximizes billable hours. By integrating key features from Microsoft Dynamics 365 Sales, Customer Service, and Finance, it streamlines workflows and enhances customer service. This comprehensive solution excels at managing contracts, generating accurate project quotes, improving forecasting, and converting prospects into leads effortlessly.
Key Benefits of Dynamics 365 Project Operations
- World-class project management capabilities
With customizable dashboards, scheduling devices, and built-in analytics tools, project managers gain access to top-notch functionalities. These tools enable accurate expense estimation and real-time tracking of planned-to-actual consumption. Moreover, automated project delivery tools assist in task planning and progress monitoring.
- Connected teams and processes
By harnessing AI technology and business intelligence, Dynamics 365 Project Operations unifies teams and offers a 360-degree view of project details. Actionable insights facilitate preemptive handling of market changes, while rule-based automation improves report accuracy and reduces workloads.
- Improved resource allocation and utilization
Detailed project views provide assistance in planning, adjusting workloads, and allocating resources based on skills and availability. Effective communication channels and staff productivity optimization further contribute to project success.
- Systematic time tracking and expense management
The user-friendly interface of Dynamics 365 Project Operations incorporates built-in time-tracking and expense management capabilities. This feature ensures accurate invoicing and compliance with company policies, enabling seamless remote operation across various devices.
- Enhanced deal management experiences
Integration with Dynamics 365 Sales grants access to a unified sales dashboard, facilitating comprehensive customer data analysis. This empowers personalized customer interactions across multiple channels and supports adaptable billing models that strengthen customer relationships.
- Well-organized project financials
Efficient financial management relies on closely monitoring expenditures and payment dues. Dynamics 365 Project Operations simplifies accounting through integrated Dynamics 365 Finance, enhancing economic efficiency. Integration with Dynamics 365 Sales provides access to a unified sales dashboard for comprehensive customer data analysis.
- Breaking data silos
Dynamics 365 Project Operations promotes enhanced project visibility, accurate profitability prediction, and efficient cost monitoring. The platform seamlessly integrates with Microsoft Power BI, facilitating the sharing of valuable business intelligence and enabling seamless integration with Microsoft products and third-party applications.
Choose LevelShift as Your Partner for Dynamics 365 Project Operations
LevelShift is a trusted Microsoft Solutions Partner that offers Dynamics 365 Project Operations services across many industries. Tailor the D365 project operations software to your business needs by adding or removing functionalities. We are here to assist you throughout the process. Our on-demand services offer a straightforward approach: use our services as needed and only pay for the hours used.
Reach out to one of our experts to leverage Microsoft Dynamics 365.
