Projects are settled in spreadsheets and separate systems, and profitability slips out of control
In project organisations, the quote, plan, time, costs, and invoices often live in separate tools. The result is that projects go over budget, and the margin is known only after the fact.
- The quote detached from delivery. The estimate is created in a spreadsheet and does not translate into the project plan, budget, or settlement.
- No real-time picture of profitability. Costs, revenue, and progress calculated by hand reveal a problem with a delay.
- Resources planned in isolation from demand. Without visibility of availability and skills, consultants are overloaded or underused.
- Time and expenses recorded with a delay. Manual timesheets and expenses delay invoicing and understate revenue.
- Project invoicing complicated and slow. Different billing models and contracts are hard to handle in a system that is not project-based.
- Scope changes without control. Without scope-change handling, they do not reach the budget or the settlements.
One project process: from quote to invoice
Dynamics 365 Project Operations is an application in the finance and operations family for project organisations, covering sales and quoting, planning and scheduling, resource management, time and expense recording, project cost accounting, and invoicing and contracts. It connects sales and delivery with the finance back office on shared data with Dynamics 365 Finance, and Copilot supports planning and risk control. Instead of connecting a CRM, spreadsheets, and a separate finance system, you run the whole project cycle in one place.
The value comes down to three outcomes:
- Consistency from quote to settlement: one estimate, plan, and budget.
- Real-time control of profitability and resources.
- Faster and more accurate invoicing.
This is what sets an ERP-class project system apart from a set of tools and spreadsheets.
What Dynamics 365 Project Operations delivers, in terms of value
Sales and quoting
Opportunity management, project estimates and quotes, and contracts, consistent with the project plan and budget.
Value:
A quote that translates directly into delivery and settlement.
Planning and scheduling
Plan, tasks, and milestones, handling of scope changes (change orders), and Copilot proposing realistic task plans.
Value:
A realistic plan and control over scope changes.
Resource management
Visibility into availability and skills, matching consultants to projects, and workload planning.
Value:
Better team utilisation and less idle time or overload.
Time and expenses
Time and expense entry, including on mobile, linked directly to the project and invoicing.
Value:
Faster, fuller invoicing and reliable revenue.
Project cost accounting and invoicing
Project costs and revenue, various billing models (including subscription), invoicing, and a link to the general ledger in Finance.
Value:
Real-time project profitability and smooth billing.
Control, AI, and reporting
Copilot builds status reports from schedule and financial data and scans for scope, schedule, and budget risks.
Value:
Earlier detection of problems and less reporting work.
Who Project Operations is for and in which deployment model
For project organisations: consultancies, agencies, and IT companies, engineering and construction firms, and manufacturers delivering projects. Project Operations comes in three deployment models, matched to the complexity of the operations:
- Lite. On the Dataverse platform, for organisations that need a flow from quote, through project and time, to basic invoicing, without full finance and operations.
- Resource / Non-stocked. With finance and operations, for project services without warehouse management, with full project cost accounting.
- Stocked / Production. Full finance and operations, for project organisations that also need inventory and production.
We recommend the option at the assessment stage, based on the scale and processes.
Products that help us drive change
We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions - from Dynamics 365 and the Power Platform to advanced analytics and AI - tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.
See how we transform tech companies
Becker Manufacturing: ERP transformation
BUUK Infrastructure: migration to Microsoft Dynamics 365
Microsoft Dynamics 365 Finance development for Eton Shirts
A central Microsoft Fabric analytics platform for CTDI
An outdoor advertising management system for Exterion Media
Microsoft Dynamics 365 Sales implementation for Georg UTZ
WPP
Westfield
TERG
S&P Reinforcement
Saller Polbau
OSTP Group
Nicols
New Yorker
NCC
Microsoft Dynamics 365 modernisation for a global advertising holding
What Dynamics 365 Project Operations delivers
- Consistency from quote to settlement. One estimate becomes the plan, the budget, and the basis for settlement.
- Real-time control of profitability. Costs, revenue, and progress visible in real time, not after the project closes.
- Better use of the team. You plan resources on data about availability and skills.
- Faster and fuller invoicing. Time and expenses tied directly to settlement shorten the path to an invoice.
- Control over changes and risk. Change orders and Copilot risk scanning keep scope and budget in check.
- Lower total cost of ownership (TCO) and a shorter time to go-live. One platform with Finance, an option matched to scale, and the ANEGIS methodology shorten the path to operation.
Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
Why entrust the Dynamics 365 Project Operations implementation to us
- We specialise in Dynamics 365. Projects, operations, and finance are our specialty, not a side area.
- An option matched to scale. We select the deployment model, that is, Lite, Resource, or Stocked, instead of imposing one.
- Projects connected to finance. We implement Project Operations coherently with Finance, with full project cost accounting.
- Polish compliance and reach in Poland and the United Kingdom. We run local implementations and rollouts spanning multiple countries.
- Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).
FAQs
Which companies is Project Operations for?
For project-based organisations: consulting firms, agencies and IT companies, engineering and construction firms, and manufacturers delivering projects.
How do the deployment models (Lite, Resource, Stocked) differ?
Lite runs on the Dataverse platform, without full finance and operations, from quote to basic invoicing. Resource / Non-stocked adds full project cost accounting, without warehouse management. Stocked / Production also covers inventory and production. We match the option to your scale and processes.
Do you have to implement Project Operations with Finance?
In the Resource and Stocked models it runs on shared data with Finance, which gives full project cost accounting. The Lite model can run on its own on Dataverse. We match the scope to your needs.
What value do AI and Copilot bring in projects?
Copilot proposes realistic task plans, generates status reports that combine schedule and finances, and scans for scope, schedule, and budget risks, suggesting actions. The range of AI features grows with each release wave.
Will the system support different project billing models?
Yes. Time-and-materials, fixed-fee, and milestone billing, plus subscription models, with project invoicing linked to the ledger.
Where do you start with Dynamics 365 Project Operations?
With an assessment of project processes as part of the pre-implementation audit, which points to the deployment model, scope, and sequence.
Let's talk about your project
Let us know what you're looking for: implementation, migration, system development, or a specific question you need answered. We will get back to you with a concrete next step, not a sales pitch.
