Top 7 benefits of Dynamics 365 Project Operations

Dynamics 365 Project Operations

Project-centric businesses face countless challenges in various phases of project management, especially when many people are involved. In addition, with changing customer demands and market needs, companies require advanced technology and superior processes to manage, track and deliver projects while increasing profits.

Dynamics 365 Project Operations—The ultimate end-to-end project management solution, as Microsoft calls it—provides complete visibility over resource availability and maximizes billable hours. It integrates primary functionalities of Microsoft Dynamics 365 Sales, Customer Service, and Finance to provide the right tools that your company needs to streamline workflows and improve customer service. This all-in-one project management solution allows you to manage contracts, provide accurate project quotes, and improve forecasting, easily converting prospects to leads.

Some of the key benefits of Microsoft’s Dynamics 365 Project Operations software are highlighted below.

  • World-class project management capabilities

Customizable dashboards, scheduling devices, and built-in analytics tools offer project managers top-notch functionalities to accurately estimate expenses and track planned-to-actual consumption in real time. As a result, you can measure project performance and make better-informed decisions backed by instant data. Project delivery automation tools help you plan your tasks and constantly monitor your progress.

  • Connected teams and processes

AI technology and business intelligence unify teams across your organizations and offer you a 360-degree view of project details. With actionable insights, you can preempt challenges and easily handle changes in the market. Furthermore, you can create rules and automate workflows to improve report accuracy and decrease workloads or redundant manual work.

  • Improved resource allocation and utilization

Poor resource allocation results in delays in project delivery, high costs, increased workloads, and significant workflow disruption. Dynamics 365 Project Management helps you be prepared for changes in customer demands, staff availability, and project schedules. It provides a detailed view of the project so that you can plan, adjust workloads, and allocate resources based on skillsets and availability. You can communicate promptly with your technicians and leverage staff productivity.

  • Systematic time tracking and expense management

D365 Project Operations has a user-friendly interface and built-in time-tracking and expense management software that helps you submit invoices as required and always bill for the correct amount. With an app that can be accessed across many devices, you can operate from anywhere and simultaneously ensure compliance with your company’s time and expense policies with configurable rules and automated workflows.

  • Enhanced deal management experiences

The D365 solution integrates with Dynamics 365 Sales, allowing you to access a unified sales dashboard to view customer data from a single source. You can also personalize customer interactions across several channels and develop stronger bonds with them. In addition, D365 Project operations provide adaptable billing models to meet their changing demands. You can create fixed-price or time-and-materials-based quotes on geography and local market economics.

  • Well-organized project financials

Project costs and delivery times are prone to change, especially as projects become more complicated. Dynamics 365 Project Operations helps you closely monitor expenditures and payment dues from clients. As you progress from one project to the next, an integrated Dynamics 365 finance simplifies accounting and accommodates future clients. The Dynamics 365 Project Operations platform helps both parties benefit from the business bond. With the help of templates, you can offer precise quotes and estimates for various contract types to suit your client.

  • Breaks data siloes

D365 Project Operations improves the overall visibility of the project, the people involved in it, and predicts profitability, and monitors costs. Microsoft Power BI shares business intelligence and key insights with your team so that you can be prepared even during challenging economic situations. One of the most beneficial features of the solution is that it integrates seamlessly with the entire suite of Microsoft products such as Word, Excel, Outlook, Teams, SharePoint, and OneNote—plus other third-party applications. With improved workflow transparency, D365 ensures that everyone knows the project status.

Related: Mold and manage your business with Dynamics 365 Project Operations

Choose DemandDynamics as Your Partner for Dynamics 365 Project Operations

DemandDynamics is a trusted Microsoft Dynamics expert that offers Dynamics 365 Project Operations services across many industries. Depending on your business needs, you can add or remove functionalities to project operations software—and we would be happy to assist. We are known for our on-demand services through a simple approach: employ our services as required and only pay for the hours used. On-demand services eliminate the traditional contractual subscription method and work on a zero-commitment basis.

Reach out to one of our experts to leverage Microsoft Dynamics 365.

Need help with a similar project?

Give us a brief of your business challenge, and our representative will reach out to you in no-time to arrange a quick call with our experts.