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Dynamics 365 Project Operations

Project accounting, resourcing, and billing for services and project-based businesses, connected to your financials.

Overview

From project plan to invoice, in one platform.

Project Operations ties your project lifecycle, from estimate and resourcing through milestone billing, to Business Central, so you can track budget versus actual on every job in real time instead of chasing status across Planner files and spreadsheets.

We build it around your delivery model: your project phases, your billing milestones, and your cost tracking, so operations leaders finally have live visibility into throughput and margin.

What's included

Run every project from plan to paid.

Project templates

Standard project structures built from your actual delivery lifecycle.

Cost and budget tracking

Real-time budget-versus-actual on every project, with crew tracking by named individual.

Milestone billing

Milestone, percentage-of-completion, and end-of-project billing tied to your financials.

Resourcing

Plan and assign people to projects with visibility into capacity.

Operational dashboards

Live throughput and status, replacing scattered Planner files and trackers.

Role-based security

Field staff manage projects and invoice without seeing the books.

Case study
A municipal water treatment contractor
16-person services firm, operating nationally

Dynamics 365 Business Central and Project Operations for a nationally operating water treatment services company.

Read the case study
16 people
Team
~12 at a time
Active projects
QuickBooks Desktop
Replaced
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