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Microsoft Dynamics 365 for Operations provides  organizations with all of the tools they need to connect and manage their finances, clients, projects, and people in a unified, integrated environment. Leveraging best-in-class ERP features used by over 23,000 organizations around the world, the Microsoft Dynamics 365 for Operations Solution helps services organizations streamline key finance, project, and operational business processes, optimize the management of their human capital, and gain the visibility they need to maximize their revenue and profitability levels.

Manage the entire lifecycle of your projects to improve project delivery, optimize resource capacity and utilization levels, and maximize project profitability.

  • Project estimating – build project estimates and quotations using embedded cost and bill rates, estimate templates, and WBS tools

  • Work breakdown structure – develop detailed lists of tasks and deliverables at an infinite level of detail in a Microsoft Project-style WBS

  • Project budget management – manage project budgets at any level of detail, including budget revisions and change orders

  • Resourcing – plan for future resource requirements using embedded resource forecasting and scheduling tools that work at both the WBS task level and a higher role-based planning level

  • Time and expense management – quickly enter and approve project time and expenses, including access from your mobile devices

  • Client billing – automate the invoice generation, review, and approval cycle with integrated invoice workflows and highly flexible invoice formatting capabilities

  • Revenue recognition – accurately recognize revenue for all industry standard project types

  • Project management – arm your project managers with the tools they need to successfully deliver projects, including transaction approvals, progress tracking, earned value analysis, project reports and analytics, and more

  • Project collaboration – leverage Office 365 tools like SharePoint and Yammer to improve communication and collaboration for both internal and external project teams

Project Management Workspace
Project Management Workspace
Work Breakdown Structure
Work Breakdown Structure
Microsoft Dynamics 365 for Operations Overview

Microsoft Dynamics 365 for Operations Resource Guide


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