Dynamics 365 Project Operations
Dynamics 365 Project Operations unifies the entire project lifecycle, from sales to delivery, including planning, resources, costs, and invoicing. You improve transparency, performance, and profitability across all projects.
Multi team project challenges
Project driven organizations require a complete and consistent view of the project lifecycle. Without a unified system, Sales, Planning, Execution, and Finance operate in silos, leading to delays, budget overruns, and limited visibility into profitability.
- Fragmented information across teams
- Limited visibility into costs, margins, and progress
- Complex resource planning
- Manual or delayed invoicing
- Risk of gaps between commitment and delivery
Project Operations in Dynamics 365
Dynamics 365 Project Operations brings together Sales, Planning, Delivery, Resources, time tracking, costs, and invoicing in a single environment. The solution simplifies end to end management by integrating CRM, project management, and Finance. Teams collaborate more effectively, deviations are identified earlier, and decisions are based on reliable data. With advanced planning tools, resource management, and margin analysis, Project Operations optimizes capacity, performance, and profitability. It is an ideal solution for professional services firms, engineering companies, IT service providers, and multi project organizations.
Our FiveForty expertise
FiveForty supports the implementation of Dynamics 365 Project Operations by aligning your Sales, Project, and Finance processes. We define project models, optimize workflows, configure contractual rules, and set up cost and margin tracking. With our expertise, we simplify user adoption and ensure seamless integration with the rest of your ERP. We help your organization structure project governance, reduce deviations, anticipate risks, and sustainably improve project profitability.
Key features of Dynamics 365 Project Operations
- End to end cycle from sales to delivery to invoicing
- Advanced resource planning
- Tracking of costs, margins, and budgets
- Integrated timesheets
- Contract and commitment management
- Project profitability analysis
erp & chill
Why Choose FiveForty?
From integration to maintenance.
Clear governance, transparent reporting, shared decisions.
Well controlled processes and a team that truly listens.
Human, responsive support always delivered with a smile.
A QUESTION? An answer.
Frequent asked questions
Dynamics 365 connects Sales, Project Management, and Finance in a unified data model, ensuring real time visibility and financial control. A traditional system remains fragmented and requires manual consolidation.
Yes. Dynamics 365 Project Operations supports both SMEs and mid sized companies through modular configuration and phased deployment.
Depending on project complexity, contractual structures, and integration scope, implementation can range from a few weeks to several months.
Yes. Power BI enables real time analysis of project margins, resource utilization, budget deviations, billing performance, and profitability using synchronized data from Dynamics 365.