Simplify project spend in Dynamics 365 Project Operations with agents for expenses, time, and approvals.
Dynamics 365 Project Operations
Connect your project-centric business using a single AI-powered application.
OVERVIEW
Dynamics 365 Project Operations overview
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
- Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
- Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models.
- Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.
- Consolidate your customer data using the built-in interoperation with Dynamics 365 Sales to get actionable insights.
- Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.
- Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
- Bring your teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps.
- Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
- Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.
- Easily distribute workloads across your resources to optimize project delivery.
- Maintain resource profiles to easily match people’s skillsets with projects and rate skills using proficiency models.
- Streamline scheduling and get visibility into resource availability using universal resource scheduling.
- Speed time sheet creation with Time Entry Agent (preview)—auto-drafting entries to capture hours, track resources, and bill accurately.
- Expense Agent (preview) turns receipts, emails, and trip details into draft reports—cutting effort and enforcing compliance.
- Activity Approvals Agent (preview) flags only entries needing review—saving time, reducing backlogs, and enforcing policy.
- Support your global teams’ adherence to accounting standards and practices, including International Financial Reporting Standards (IFRS).
- Manage billing queues, subscriptions, and progressive billing. Add details and group transactions to customize invoices for easy reconciliation.
- 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.
- Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.
- Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.
- Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.
- Generate budget and time snapshots to forecast in resource and non-stocked deployments.
Boost project profitability with the Time and Expense Agent
Manage time and expense entry and approval autonomously to ensure projects stay on track and within budget. Now in preview.
Features
Run projects with ease and agility using Dynamics 365 Project Operations
Increased productivity with AI
Copilot helps automate actions using AI capabilities such as natural language processing.
Improved accuracy
Shorten the deal cycle with more accurate quotes, forecasting, estimation, and contractor management.
Optimized resource utilization
Enable resource management to align the right people with the right skills to the right project.
Enhanced collaboration
Get contextual insights within the flow of work by centralizing conversations, documentation, and apps in Microsoft Teams.
Simplified time and expense processes
Improve productivity with standardized project templates for submissions and approvals from anywhere, anytime.
Enhanced project visibility
Apply insights throughout the project lifecycle to help ensure delivery within deadlines and budget, maximizing profitability.
Pricing
Simple, straightforward pricing
Dynamics 365 Project Operations
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
$135.00
user/month, paid yearly
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
This product is not available in your market.
Partners
Discover how Dynamics 365 and AI agents drive impact
Assessment services
Get an AI-driven assessment to match the right Dynamics 365 solution to your goals.
Implementation services
Deploy Dynamics 365 with partners who activate AI and agents across your business.
Industry services
Explore how Dynamics 365 and agents solve challenges unique to your industry.
CUSTOMER STORIES
How customers are using Project Operations
“By blending Lenovo’s … expertise with Microsoft’s AI-driven solutions, we’re not only transforming our processes but also setting new benchmarks for the industry.”
Ken Zhou, Director, IT Product Management, Lenovo
100%
Contract compliance
Products
- Dynamics 365 Project Operations
“With Dynamics 365, we’re … positioned for scalable growth ... and to deliver on our commitment … to use technology to help the world work.”
Brent Allison, CEO, Long View
$440,000
Saved by eliminating 22 customizations
80%
Drop in processing time by batching invoices
Products
- Dynamics 365 Project Operations
“Using Dynamics 365 Project Operations marks a significant milestone … providing real-time data reporting capabilities for enhanced decision-making.”
Frank Luna, Managing Director, Technology Innovation, Tax at KPMG US
60%
Increase in tax filing engagements per minute
Products
- Dynamics 365 Project Operations
“With seamless connectivity, secured data availability, and a strong foundation for AI-driven innovation, we are shaping the future ... agile, connected, and visionary.”
Marius-Quintus Jaeger, CEO, JÄGER Group
Products
- Dynamics 365 Project Operations
“With the enhanced project visibility in Dynamics 365, we're even better equipped to accurately estimate project costs and timelines.”
Edward Prenn Ravey, Associate Director of Digital Solutions, Navigate BioPharma
Products
- Dynamics 365 Project Operations
RESOURCES
Explore e-books, webinars, and other resources
Report
Gartner
Microsoft Dynamics 365 is named a Leader in the November 2024 Gartner® Magic Quadrant™ for Cloud ERP for Service-Centric Enterprises.1
Report
IDC
Microsoft is named a Leader in the IDC MarketScape: Worldwide SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications 2023-2024 Vendor Assessment.2
E-book
Adaptive project delivery lifecycle playbook
Learn how to optimize project service delivery—from prospect to payment and profit.
Webinar
Gain a competitive advantage
Learn how adopting a service-centric ERP can help you deliver better customer outcomes.
Webinar
Professional services webinar, episode 1
Learn how to achieve your goals while improving performance and profitability.
Video
Copilot in Dynamics 365
Deliver more strategic value with intelligent automation in Copilot in Dynamics 365.
Learning path
Get started
Learn about the capabilities of Dynamics 365 Project Operations.
Learning path
Project sales management
Learn how to create price lists, project leads, and quotes on project contracts.
Learning path
Resource management
Learn how to book, assign, administer, and manage resources in Project Operations.
Infographic
Modernize project operations
Connect all your project operations within a single solution.
Request a call
Have a Dynamics 365 specialist contact you.
Call Sales
Available M-F 6 AM to 3 PM PT.
Call(800) 642 7676
Get started
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- [1]
Gartner® Magic Quadrant™ for Cloud ERP for Service-Centric Enterprises, Robert Anderson, Denis Torii, Sam Grinter, Naveen Mahendra, Tomas Kienast, Johan Jartelius, 4 November 2024.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation.
Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. - [2]IDC MarketScape: Worldwide SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications 2023-2024 Vendor Assessment, IDC Doc #US50231223, December 2023.