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Microsoft Dynamics 365 Project Operations services & capabilities we deliver
Key features of Dynamics 365 Project Operations
Project sales & deal management
Speed up project sales cycles by managing leads and opportunities, generating accurate project estimates, quotes, and contracts, and defining pricing models and billing terms to support project profitability.
Project planning & execution tracking
Define work breakdown structures outlining project tasks, task dependencies, milestones, and deliverables and create detailed project schedules. Track project progress in real-time via interactive Gantt charts, timely adjusting plans and keeping projects aligned with client expectations and goals.
Resource management
Track resource utilization in real-time and assign or re-assign employees and subcontractors to tasks based on their skills and availability, staffing each project with the best-matched teams and balancing workloads.
Time & expense tracking
Enable employees and subcontractors to submit time entries and expense reports for review, automate approval and reimbursement workflows, and track billable and non-billable employee working time to simplify expense management and improve billing accuracy.
Project financial management
Create project forecasts and budgets for individual or multiple projects and track project costs across labor, materials, and subcontractors to detect budget overruns early. Automate invoicing, billing, and revenue recognition processes to improve project accounting accuracy, maintain timely cash flow, and help project teams make more effective financial decisions.
Collaboration & productivity tools
Enable project stakeholders to communicate, share documents, and exchange project updates in real-time through Microsoft Teams integration. Use the Copilot AI assistant directly in the Project Operations interface to generate project plans, status reports, and risk insights from natural-language prompts, reducing manual work.
AI insights & reporting
Monitor project performance through interactive dashboards and configurable reports built on consolidated project data. Use AI-powered insights and recommendations to identify project risks and support faster, more informed decision-making across the project lifecycle.
Streamline project delivery with Dynamics 365
Our full-cycle Dynamics 365 services
Consulting
Our Dynamics 365 consultants help conceptualize and implement a tailored Project Operations solution, guiding you through technical, business, and user adoption aspects.
- Business process and needs analysis
- Platform feature mapping and fit-gap analysis
- Solution design
- Project planning
- License selection and optimization
- Implementation supervision
- Change management support
Implementation
We handle the implementation of a Dynamics 365 Project Operations solution end-to-end, aligning it with your unique business processes, integrating it into your IT ecosystem, and making sure it fully meets your needs and expectations.
- Business requirements elicitation
- Solution conceptualization
- Application configuration, customization, and integration
- Corporate data migration
- QA and deployment
- End-user training and support
Integration
We connect your Dynamics 365 Project Operations solution with other software using pre-built or custom connectors, helping you automate data flows between the systems and streamline key business operations across the organization.
- Integration with Microsoft products, including other Dynamics 365 apps, Excel, Outlook, Power BI, Power Automate, and Azure services
- Integration with third-party tools, services, and IoT devices
Maintenance & support
Our team helps you smoothly transition to a new Dynamics 365 Project Operations solution and keep it fully operational and aligned with your business needs over time.
- Hypercare support during the launch and immediately after
- Software monitoring and troubleshooting
- Update management
- On-demand solution enhancements and further customization
- User support
30%
increase in operational efficiency95%
user adoption rate achieved within three months100%
compliance with African regulatory requirements and IFRS standards
Dynamics 365 platform for a food manufacturer & distributor
Manufacturing Microsoft Dynamics 365
We delivered a comprehensive ERP solution on top of Dynamics 365 Finance and Supply Chain Management and integrated it with the client’s IT environment to help unify business processes across several regions, better coordinate teams, and maintain international regulatory compliance.
28%
order processing time reduction50%
faster order dispatch25%
fewer delivery errors9 months
to ensure successful migration to a new ERP system
Dynamics 365 integration & implementation support
Power BI Microsoft Dynamics 365 Azure REST API Cloud
We helped an accessories conglomerate migrate to a new ERP system powered by Finance and Supply Chain Management to ensure greater operational efficiency and scalability. We conducted business analysis, integrated the solution with other corporate and third-party systems, and coordinated third-party teams during the delivery process to support a smooth ERP transition.
40%
increase in technician efficiency35%
faster issue resolution40%
decrease in missed appointments4 months
from initial analysis through to go-live
Optimizing field service operations with Dynamics 365
Microsoft Dynamics 365 (Field Service) Microsoft Teams Microsoft Outlook
Our team implemented a customized Field Service solution for a medical equipment manufacturer to ensure complete visibility into service operations and improve technicians’ efficiency. We performed product configuration and customization, integrated the solution with Microsoft Teams for better team collaboration, and provided user training and adoption support after the implementation.
30%
faster sales cycle19%
more deals closed35%
increase in customer support team efficiency
Dynamics 365 customer engagement platform implementation
Microsoft Dynamics 365 Sales Customer Service Field Service
We delivered a unified solution based on Dynamics 365 Sales, Customer Service, and Field Service to help a manufacturer and distributor of specialized medical equipment streamline the entire customer lifecycle. We assisted our client with the platform selection, implemented the solution, and delivered training sessions tailored to different user roles.
Why partner with Itransition
25+
years providing enterprise software development15+
years as a Microsoft Solutions partner250+
Microsoft-based projects completed10+
years delivering ERP solutions across industriesComprehensive D365 expertise
Our team holds certifications across key Dynamics 365 roles and brings an average of seven years’ experience of working with the platform to deliver reliable, high-quality Dynamics-based solutions of any type.
Strong industry knowledge
We’ve accumulated hands-on Dynamics 365 implementation expertise in various industries with project-based operations, including IT services, construction, real estate, and professional services. This allows us to align Dynamics 365 solutions fully with your domain-specific workflows and operational needs.
Reliable delivery practices
We design, build, test, and deploy Dynamics 365 solutions in line with Microsoft’s Success by Design framework and ERP implementation best practices to eliminate implementation risks and maximize the business value of your Dynamics 365 solution. In addition, our ISO 9001 and ISO 27001-compliant quality and security management processes allow us to maintain high service quality and protect data we access.
Solution cost-efficiency
We complement Dynamics’ out-of-the-box functionality with useful customizations, recommend the most suitable licensing options, and leverage partner-exclusive volume discounts to help our clients reduce implementation and maintenance costs and achieve an optimal total cost of ownership.
Implement Dynamics 365 Project Operations with an experienced partner
Our D365 Project Operations implementation roadmap
While every Dynamics 365 Project Operations implementation initiative can differ in scope, complexity, and business objectives, we rely on an established Microsoft-aligned implementation framework to ensure consistent, controlled, and predictable solution delivery.
1
Discovery & design
We review your business workflows, define functional and non-functional solution requirements, and outline the solution’s architecture and the scope of Dynamics 365 Project Operations configuration, customization, and integration.
2
Configuration, integration & testing
We perform the planned platform configurations and customizations, integrate it with your ERP, CRM, and other business apps, and test the final solution to ensure it operates as expected and fix any detected issues.
3
Deployment & go-live
Before going live, we perform user acceptance testing and, upon approval, deploy the solution to the production environment. To help users quickly start using the system, we provide training materials and user onboarding.
4
Post-launch support
We conduct continuous monitoring of your Dynamics 365 Project Operations solution to ensure its smooth operation and upgrade it with new features to keep it aligned with your business needs in the long run.
Related Dynamics 365 apps we implement
Our team integrates Project Operations with other Dynamics 365 modules into a unified platform to support business operations across teams and departments.
FAQs
Dynamics 365 Project Operations centralizes data about the project, resources, and finances, giving teams a clear picture of the project lifecycle. With shared access to project data, companies can optimize resource allocation, generate more accurate project estimates, and streamline client billing, improving project profitability. What's more, the platform automates many repetitive manual tasks like approving time and expense entries or generating invoices, which helps companies improve the productivity of their workforce and deliver projects faster.
Microsoft offers one licensing plan for Dynamics 365 Project Operations at $135 per user/month, billed yearly. There is also the Dynamics 365 Team Member license option available for the Project Operations module, providing access for users who only need to view project data and perform basic tasks like submitting time and expense entries.
Dynamics 365 Project Operations is best suited for organizations centered around project delivery, such as professional services companies, consulting firms, construction businesses, and IT services providers. These organizations often coordinate multiple projects at the same time, allocate employees and subcontractors across different engagements, and bill clients based on the work and services provided. By bringing project planning, resource management, and financial processes together in one platform, Dynamics 365 Project Operations allows companies to manage these activities more efficiently.
The time needed to implement a Dynamics 365 Project Operations solution varies from project to project depending on several factors. These include the scope of platform configuration and customization, the number and complexity of integrations, and data volumes to be migrated. Generally, it takes about two months to implement a small-scale solution with minimal configuration and customization. For larger projects that require customization of multiple workflows and complex integrations, the implementation timeline can span up to a year or longer.
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