Microsoft Dynamics 365 Project Operations for your project-centric enterprise

After the launch of new 2021 release, Dynamics 365 Project Operations, enables your organization to be more agile and empowered to answer any or all of the following challenges you may be facing:

  • Win more bids with better deal management
  • Optimize resource utilization
  • Accelerate project delivery
  • Enhance collaboration and simplify time and expense
  • Drive project performance
  • Increase business agility

How, here is the list.

Non-stock materials for projects

With this update, sales and account managers using Project Operations deployed for light and resource or non-stocked scenarios can provide more accurate quotes based on estimates, including non-stocked materials and their pricing as well as project contracts that contain services and materials. This update will also allow consumption tracking of these materials during the project delivery phase so project accountants can invoice customers for their use.

Procurement agents will have the ability to record pending vendor invoices for projects and provide these insights to all personas involved, from the project manager to the project accountant. Project team members and project managers will be able to track and approve non-stocked material usage against the project, enabling downstream accounting. Accounting and finance can see non-stock material costs immediately and invoice customers for their usage.

Task-based billing

In project-centric businesses, account and project managers often face the challenge of accommodating their customer’s complex billing and contracting needs. Sometimes a set of project tasks are complimentary or not chargeable, like proof of concept or presales activities, while the remaining tasks may require fixed fee or time and materials billing. Another example of complex contracting requirements is when multiple organizations need to be billed for different sets of tasks under the same project. Project Operations deployed for resource or non-stocked scenarios now support multiple billing scenarios with the flexibility to define what to bill for, whom to bill, and when to bill for each contract line all the way down to the task level.

Customers will now have the flexibility to use multiple billing methods in the contract while keeping the work in the same project for easy management and invoicing. Finance and leadership now get combined, accurate project profitability analysis for the work under a contract, regardless of its billing requirements.

Improvements to project planning and task scheduling experiences

Since its release, Project Operations has leveraged project management capabilities from Microsoft Project for the web. Project Operations customers have benefited from new features released by the Project team like Export to Excel, Export Timeline to PDF, Create Attachments on Tasks, and more.

One 2021 release feature we’d like to highlight is scheduling modes, which will enable project managers to designate how Project Operations calculate task assignments depending on what makes the most sense for a particular project. Define the amount of work needed to complete an assignment (fixed effort) or the amount of time it will take to complete (fixed duration). Alternatively, set a completion date or the amount of work, and let Project Operations determine the allocation of resources needed to meet the deadline (fixed units).

Enhanced Project Operations APIs

Project for the web capabilities in Project Operations were preventing certain scheduling entities from create, update, and delete programmatic access. We have now enabled enhanced APIs so customers can develop custom solutions to utilizing this API.

PositiveEdge Solutions helps you in connecting sales, resource management, project management and finance teams within one application to help win more deals, accelerate project delivery and maximize profitability through Microsoft Dynamics 365 Project Operations.

To learn more about Projects Operations, watch videos on how Project Operations can help you:

Why use Dynamics 365 for CRM? 

With MS Dynamics 365, you get CRM software that works as a customizable, flexible solution designed to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution.

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