D365 PROJECT OPERATIONS FEATURES
Project Estimation and Sales
D365 Project Operations provides the ability to estimate projects at a high-level or detailed level. Use standardized templated to generate detailed project estimate, project schedule and a monetary estimate for the quote based on standard labor and billing rates or customized resource-based costing and pricing. Create fixed price, time and materials or retainer type project contracts with project billing mechanisms that meet the cash flow needs of your customers. Configurable pricing based on geography, location and other factors.
Project Resourcing and Utilization Management
Match Project Delivery needs with the right resources with the Project Scheduler color coded to show soft-bookings, hard-bookings and over-bookings. Streamline Project Scheduling with Skill-based matching for assignments and immediate visibility into project team member availability with the Microsoft Dynamics Universal Resource Scheduler. Track resource and team member historical utilization as well as forecast utilization for the future based on booking and anticipated workload.
Project Time Entry and Expense Management
Project Timesheet Entry and Project Expense entry from a web interface or mobile application. Automatically create expense lines from uploaded receipt images. Time and Expense approvals supported by automated workflows via the web browser interface or mobile application. Configurable time and expense policy rules to ensure compliance.
Project Management
Project Management in Microsoft Dynamics 365 with functionality for Gantt charts, work break down structures, task management and project dashboards to ensure you can successfully manage the project. Supports both Waterfall and Agile methodologies to meet the needs of all your projects. Quickly build detailed project plans from scratch or from pre-built templates with work breakdown structures, budget estimates including time and expense forecasts, and required resources.
Project Accounting and Financials
Project Revenue Recognition that is compliant with US GAAP, IFRS and other GAAP standards including revenue recognition based on estimates, percentage completion and time entries. Project Invoicing with billing queues to allow for efficient invoicing and improved cash flow. Setup Project Cost and Revenue profiles that drive revenue and cost accruals for milestone billing and fixed fee projects. Automated Workflows for ensuring review of Project invoices before they are posted. Microsoft Dynamics 365 Project Operations is integrated with Microsoft Dynamics 365 Finance ERP for General Ledger Postings, Accounts Payable, Accounts Receivable using Microsoft Dataverse.
Project Analytics and Reporting
Microsoft Dynamics 365 Project Operations empowers project-based services organizations with the reporting and analytical tools needed to improve project planning, make better decisions, and deliver on promised customer outcomes.
Project Dashboards provide insights that help you stay agile so you can proactively solve issues and make project changes as needed. Track Project Revenue, Costs and Project Profitability by period and across the practice as well as by project.