Benefits of Project Operations

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The benefits of Dynamics 365 Project Operations are:

  • Leaders get business insights - To increase visibility across all teams, data, and processes, plus AI capabilities for better and faster business decisions.
  • Sales is enabled - To accelerate the sales cycle with fast and accurate quotes, flexible pricing, and seamless transitions from estimate to implementation.
  • Optimized resourcing - By aligning the right people, with the right skills, to the right projects. This feature improves quality and helps keep top performers.
  • Project managers can accelerate project delivery - With built-in project management that uses familiar, user-friendly Microsoft Project capabilities.
  • Team members can improve productivity, collaboration, and visibility - With integration to Microsoft Teams, time and expenses can be submitted from anywhere.
  • Finance can simplify project accounting - With time and expense tracking governance, project costing, budgeting, invoicing, revenue recognition, compliance, and visibility into key business health metrics.

Project Operations is powerful on its own but can be expanded by using the additional capabilities from Dynamics 365 applications, including Dynamics 365 Customer Insights - Journeys, Dynamics 365 Human Resources, Dynamics 365 Customer Service, finance and operations apps, and more. Whether you want the additional functionality of another Dynamics 365 application or to add a custom application that is built with Microsoft Power Apps, everything works together and works like you expect because they share the common foundation of a private and compliant cloud-delivered solution.

Display save status notifications for WBS changes

This functionality asynchronously stores alterations made in Project for the web data within Project Operations, along with a notification showcasing the status and the date of the last save operation. These updates guarantee users' confidence in the accuracy and currency of the displayed data while providing awareness of completed save operations.

Cancel PO receipts with connected item requirements

This feature simplifies the cancellation of product receipts tied to project item requirements. It utilizes the Product Receipt Cancellation function, enabling users to cancel receipts for Project purchase orders associated with un-invoiced item requirements. When activated, the system automatically cancels posted item requirement packing slips and generates connected project transaction reversals, ensuring accurate adjustments without further modification options.