• Customize costing and pricing

  Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.

  

• Use tailored deal structures

  Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models.

  

• Shorten deal cycles

  Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.

  

• Manage your pipeline

  Consolidate your customer data using the built-in interoperation with Dynamics 365 Sales to get actionable insights.

  

• Have the tools to succeed

  Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.

  

• Track projects to budget

  Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.

  

• Collaborate across projects

  Bring your teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps.

  

• Adjust projects using insights

  Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.

  

• Forecast trends for projects

  Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.

  

• Maximize your resources

  Easily distribute workloads across your resources to optimize project delivery.

  

• Align people to the right projects

  Maintain resource profiles to easily match people’s skillsets with projects and rate skills using proficiency models.

  

• Anticipate resourcing needs

  Streamline scheduling and get visibility into resources’ availability using universal resource scheduling.

  

• Submit time and expenses on the go

  Use the mobile app or a browser to itemize expense entries, approve and review expenses, and receive expense-related notifications.

  

• Make compliance easier

  Give your teams easy-to-use time and expense tracking tools to support policy compliance.

  

• Ensure accurate reporting

  Use configurable rules and automated workflows for time and expense submissions, approvals, and reporting.

  

• Recognize revenue accurately

  Support your global teams’ adherence to accounting standards and practices, including International Financial Reporting Standards (IFRS).

  

• Improve cash flow

  Manage billing queues, subscriptions, and progressive billing. Add details and group transactions to customize invoices for easy reconciliation.

  

• Accurately manage project accounting

  Set up project cost and revenue profiles for fixed-price or time and materials billing using accounting rules for cost and revenue, accruals, and postings.

  

• Get a service-centric ERP system

  Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.

  

• Visualize key insights

  Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.

  

• Democratize data

  Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.

  

• Create forecasting snapshots

  Generate budget and time snapshots to forecast in resource and non-stocked deployments.

  

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