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Dynamics 365 Project Operations

Dynamics 365 Project Operations ( formerly Dynamics 365 Project Service Automation) application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing.

The app enables you to: 

  • Plan projects, and create estimates and work schedules 
  • Estimate and track project cost and revenue 
  • Forecast resource requirements for projects in the pipeline 
  • Track project progress and cost consumption 
  • Manage quoting, pricing, and billing for projects 
  • Assign and manage resources 
  • Use reports and interactive dashboards to monitor key performance indicators for successful projects and more 

Deliverables

  • Initial requirements review and scope finalization.
  • Production, Development, and UAT environments preparation.
  • Implement security best practices.
  • Configure Project Service Automation.
  • Set up time units.
  • Set up currencies and exchange rates.
  • Create organizational units.
  • Set up invoice frequencies.
  • Configure transaction categories.
  • Configure expense categories.
  • Create product catalog items.
  • Create a price list.
  • Set up resources.
  • Training and Adoption.

Migrating data to Dynamics 365. For more information Click Here.

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