Dynamics 365 Project Operations
Win more bids with better contract management and more accurate project quotes, forecasting, estimation, and scope.
Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress.
Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.
Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
Submit, approve, process, and reconcile time and expense entries on the go for faster reimbursement and client billing.
Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images.
Give your teams easy-to-use time and expense tracking tools to support policy compliance.
Use configurable rules and automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting.
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Support your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS).
Manage billing queues and add ad-hoc transactions for more precise invoicing. Add details and group transactions to customize invoices for optimal review and reconciliation.
Leverage project cost and revenue profiles for fixed-price or time and materials billing through a combination of accounting rules for cost and revenue, accruals, and postings.
Use the integration with Dynamics 365 Finance or use open APIs with an external enterprise resource planning (ERP) system to extend to accounts payable, accounts receivable, and general ledger capabilities.
Drive successful project delivery with Dynamics 365 Project Operations. This solution provides a comprehensive set of tools for managing projects, resources, budgets, and customer relationships. Reach out today to learn how Dynamics 365 Project Operations can help you increase efficiency, collaboration, and visibility into your project performance.
Your business deserves to thrive in the new hybrid business environment. At Purely CRM we help transform your operations harnessing the full power of Microsoft Dynamics 365 and Power Platform.