The new Dynamics 365 Project Operations is an upgraded version of Dynamics 365 Project Service Automation (PSA) and it will include 3 valuable features from Dynamics 365 Finance (previously D365 Finance & Operations) >>
Core Capabilities of Dynamics 365 Project Operations
Deliver Customer Success as a Team
Professional Services companies can enhance their productivity by using Microsoft Project capabilities, including Kanban boards, Gantt charts, and work-progress dashboards.
As multiple projects progress further, it can be overwhelming to track all of them accurately and get the status. The easy interface of Project Operations can enable you to use built-in insights to understand how your projects are proceeding and drive timely decisions for course correction, if needed.
Project management and Delivery teams can collaborate and work together on Microsoft Teams by facilitating communication, document sharing, and transparency across the entire project lifecycle with seamless Microsoft Teams integration.
Tap your Resources, Don’t waste them!
Once there is a project, you can immediately check the availability of the right person with the right skillsets and allocate them on the project.
You can also easily divide and bifurcate the workloads among the team members for optimal execution.
Resource Scheduling feature of the Project Operations allows the manager to streamline the scheduling of the team members throughout the organization and monitors their visibility for future projects.
Time Tracking and Expense Management
Create a record of expense using Optical Character Recognition (OCR) capabilities. Team members can use the mobile app or browser in their smartphone on the go to register their time and submit their expense.
Now, no more siloed systems! Companies can unify their time and expense processes by integrating project accounting, payroll, and invoicing for a smooth and holistic experience.
You can ensure accurate reporting, maintain complete transparency and control of your organisation’s expenses using policies, approvals, and reporting.
Enhance your Business performance with Streamlined Project Financials
Manage your project accounting with higher accuracy Leverage project cost and revenue profiles for fixed-price or time and material billing through a combination of accounting rules for cost and revenue, accruals, and postings.
Businesses can seamlessly leverage built-in integration with Dynamics 365 Finance or use open APIs with any external ERP system to extend to purchase ledger, sales ledger, and general ledger capabilities.
Gone are the days of excel or calculators! Recognise your revenues correctly and on timely basis in compliance with International Financial Reporting Standards (IFRS).
Elevate the financial health of your business cash flow by invoicing customers quickly and more precisely.
Check out this video to know Microsoft Dynamics 365 Project Operations
Frequently Asked Questions for Dynamics 365 Project Operations (formerly PSA)
Project Operations is a project management application under the suite of Microsoft Dynamics. It will combine features of the existing Dynamics 365 Project Service Automation (PSA) app, Microsoft Project and Dynamics 365 Finance. Dynamics 365 Project Operations helps organizations to deliver billable projects on time, within budget and provide an end-to-end solution for sales, planning, resourcing, delivery, and billing.
Current PSA customers will still be able to continue using it uninterruptedly. Meanwhile, they will have option to upgrade to the new project Operations. Continued support for D365 PSA will be provided until October 2024.
Do you have a single project or multiple projects to deliver? Then, Dynamics 365 Project Operations can be used by you. All the firms whether they are Professional services organizations, I.T, Computer Software, Accounting, CPAs, Constructions, Facility services, Safety services, Sales Services or Maintenance services, all can use Project Operations to efficiently manage their project deliveries. We use Dynamics 365 Project Operations for managing our projects.
Dynamics 365 Project operations is a sophisticated project management tool from Microsoft, which enables to deploy multiple projects efficiently and accurately. This is usually done by discovering the availability of resources, assigning them on the project optimally, and ensuring the highest productivity for any project-based service organizations. This project automation will save you on overall costs and deliver high ROI.
Yes. We have helped our clients to upgrade their existing Dynamics solutions like in case of Dynamics NAV or Dynamics AX. On multiple occasions, our customers do talk about certain parameters or features to be customised or completely upgrade the systems to newer versions. In this case, CloudFronts will help you to upgrade from PSA to Project Operations.
Well, established in the year 2012, CloudFronts is a Microsoft Certified Gold partner based in Mumbai with offices in Singapore and the United States. We offer complete Dynamics 365 (CRM, ERP, Finance, Supply Chain and Business Central) implementations. We have delivered around 300+ Dynamics 365 projects across the Maldives, Europe, Australia and the US and in several sectors like Professional Services, Financial Services, Retail, Pharmaceutical, Manufacturing, Automotive and even Nonprofits. You can check out About Us here.
If you would have analysed our customer success stories closely, almost all our clients are based throughout the world – USA, Maldives, Europe, Asia and Australia. Despite that, we have delivered our solutions successfully. So, remote delivery model is not a constraint – in fact, it is a big boon as we can focus more on delivering to our clients at a fair cost. Above all, our team members do travel onsite during the initial stage, after meeting milestones, & go-live of projects. Also, please explore our Project Methodology here.
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