Project Management with Dynamics 365
Project Management in Dynamics 365 helps you structure plans, track costs, and manage resources effectively. You gain visibility, responsiveness, and reliability to ensure both operational and financial project success.
Project management challenges
Project driven organizations must control timelines, costs, resources, and quality. Without an integrated solution, limited visibility leads to delays, budget overruns, and poor coordination between business and operational teams.
- Limited visibility into progress and costs
- Complex resource planning
- Disconnected tracking of tasks and budgets
- Recurring budget overruns
- Insufficient coordination between project teams
Project Management with Dynamics 365
Dynamics 365 centralizes the entire project lifecycle: planning, tasks, resources, costs, budgets, timesheets, deliverables, and invoicing. The ERP provides essential real time visibility to manage activities, anticipate risks, and optimize resource allocation. By connecting projects with Finance, Procurement, and Operations, it ensures full process consistency. With built in analytics, Dynamics 365 strengthens control over timelines, quality, and profitability. Project management becomes more predictable, reliable, and fully controlled.
The Project module in Finance and Operations effectively manages financial execution, accounting, and invoicing, but it is not designed to support presales, estimation, staffing, or capacity forecasting.
Project Operations adds this complete front office project layer: quotations, forecasted margins, resource planning, time tracking, and operational management within a modern, service oriented framework.
By combining Project Operations with Finance and Operations through Dual Write, organizations benefit from a complete and consistent flow from quotation to invoicing, essential for project driven businesses seeking real time control over profitability, visibility, and capacity.
Our FiveForty expertise
FiveForty configures your project management modules within and alongside Dynamics 365 by aligning business requirements, workflows, and performance objectives. We implement structured project models, clear analytical frameworks, planning rules, and monitoring processes tailored to your teams. Through a pragmatic and user focused approach, we drive adoption of best practices and improve team efficiency. With FiveForty, project management becomes a strategic lever for financial visibility, operational performance, and sustainable growth.
Key Project Management features in Dynamics 365
- Detailed planning of tasks and deliverables
- Resource allocation and tracking
- Cost, budget, and advance monitoring
- Integrated timesheets
- Risk and progress management
- Project performance indicators
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 project execution, Finance, and Operations within a unified data model, ensuring real time control and financial accuracy. A traditional system relies on disconnected tools and manual consolidation.
Yes. Project Management in Dynamics 365 supports both SMEs and mid sized companies through modular configuration and phased implementation.
Depending on project complexity, governance requirements, and integration scope, implementation can range from a few weeks to several months.
Yes. Power BI enables real time analysis of progress, costs, margins, resource utilization, and key project KPIs using synchronized data from Dynamics 365.