Project Operations
Streamline Project Management for Maximum Efficiency
A comprehensive solution designed to streamline project-based businesses. By integrating project management, resource allocation, time tracking, and financial management into a single platform, Project Operations empowers your organization to optimize their project workflows and drive success
A comprehensive solution designed to streamline project-based businesses
Enhance sales operations
Dynamics 365 Project Operations seamlessly integrates sales and project management, streamlining processes and fostering collaboration. It provides accurate pricing, pipeline visibility, and automates routine tasks, enhancing deal management efficiency and effectiveness.
Optimize Performance
Project management, resource allocation, and financial administration in one unified platform. With automated processes, real-time communication, and data-driven insights, you can optimize resource utilization, minimize manual work, and make informed decisions faster.
Maximize resource efficiency
Provide tools to match the right resources to the right projects and tasks. Effectively plan capacity, monitor resource usage in real-time, and analyze performance for continuous improvement. By integrating resource management with other business processes and offering collaboration and analytics tools, you can maximize efficiency and profitability
Streamline processes
Helps your business streamline processes by offering a centralized platform for project management, automating routine tasks, fostering collaboration, providing real-time data and analytics, and standardizing processes. This results in increased productivity, improved quality, and higher customer satisfaction
Enhance business performance
Drive business performance by optimizing resources, streamlining processes, providing insights through analysis, improving project management, and strengthening customer relationships.
Enhance visibility
Enhances visibility in your company by providing real-time insights into project status, resource allocation, and financial performance. This transparency allows for better decision-making, proactive problem-solving, and improved collaboration across teams
Supply chain planning
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Enhance Demand Planning Efficiency for Improved Business Performance
Enhance Forecast Accuracy with AI-Powered Predictions and Historical Insights. Tailor Forecasts to Your Needs with No-Code Machine Learning Integration
Continuous Demand Planning: Stay Agile and Responsive to Changing Needs
Accelerate Replenishment and Minimize Lead Times with Rapid MRP Runs for Real-Time Demand Response
Eliminate stockouts
Enhance Inventory Efficiency through Adaptive Stock Buffers and Dynamic Demand-Driven Replenishment Planning (DDMRP), Streamlining Fulfillment with Automated Inventory Allocation Supported by Copilot
Real-Time Collaboration: Work Together Seamlessly and Instantly
Effortlessly align on demand plans by fostering real-time collaboration across departments through the seamless integration of Microsoft Teams
Enhance sales operations
Seamlessly integrates sales and project management, streamlining processes and fostering collaboration. It provides accurate pricing, and pipeline visibility, and automates routine tasks, enhancing deal management efficiency and effectiveness
Tailor costing and pricing
Develop resilient pricing and costing strategies tailored to the geographical nuances and local economic landscapes impacting your international workforce and currency fluctuations
Employ customized deal frameworks
Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models
Reduce deal durations
Utilize uniform templates to rapidly generate comprehensive projections, timetables, and cost breakdowns for quotations
Oversee your pipeline
Centralize your customer data by leveraging the seamless integration with Dynamics 365 Sales, enabling actionable insights
Equip yourself for success
Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.
Project budget management
Create precise forecasts for labor, expenses, and materials, and monitor the actual expenditure compared to the budget throughout the progression of projects
Coordinate efforts across projects
Unify your teams around project plans, scope, and budget while documenting discussions, exchanging content, and leveraging applications
Optimize projects using insights
Leverage integrated insights to understand the advancement of your projects and drive timely decisions for course adjustments
Foresee project trends
Construct budgetary and temporal snapshots for foresightful planning in resource and non-stocked deployments to attain insight into spending trends and achievement targets
Optimize performance
Project management, resource allocation, and financial administration in one unified platform. With automated processes, real-time communication, and data-driven insights, you can optimize resource utilization, minimize manual work, and make informed decisions faster.
Maximize resource efficiency
Provide tools to match the right resources to the right projects and tasks. Effectively plan capacity, monitor resource usage in real time, and analyze performance for continuous improvement. By integrating resource management with other business processes and offering collaboration and analytics tools, you can maximize efficiency and profitability
Optimal resource utilization
Smoothly distribute workloads across your resources for optimized project delivery
Match individuals with suitable projects
Manage resource profiles for effortless alignment of individuals' skill sets with projects and evaluate skills using proficiency frameworks
Forecast resource requirements in advance
Simplify scheduling and gain insight into resource availability through universal resource scheduling
Maximize resource efficiency
Provide tools to match the right resources to the right projects and tasks. Effectively plan capacity, monitor resource usage in real time, and analyze performance for continuous improvement. By integrating resource management with other business processes and offering collaboration and analytics tools, you can maximize efficiency and profitability
Optimal resource utilization
Smoothly distribute workloads across your resources for optimized project delivery
Match individuals with suitable projects
Manage resource profiles for effortless alignment of individuals' skill sets with projects and evaluate skills using proficiency frameworks
Forecast resource requirements in advance
Simplify scheduling and gain insight into resource availability through universal resource scheduling
Effortlessly submit time and expenses from anywhere, anytime
Utilize either the mobile application or a web browser to categorize expense entries, review and approve expenses, and receive notifications related to expenses
Simplify compliance processes
Equip your teams with user-friendly time and expense tracking tools to ensure adherence to policies
Guarantee precise reporting
Employ customizable rules and automated workflows for time and expense submissions, approvals, and reporting
Streamline Processes
Helps your business streamline processes by offering a centralized platform for project management, automating routine tasks, fostering collaboration, providing real-time data and analytics, and standardizing processes. This results in increased productivity, improved quality, and higher customer satisfaction
Effortlessly submit time and expenses from anywhere, anytime
Utilize either the mobile application or a web browser to categorize expense entries, review and approve expenses, and receive notifications related to expenses
Simplify compliance processes
Equip your teams with user-friendly time and expense tracking tools to ensure adherence to policies
Guarantee precise reporting
Employ customizable rules and automated workflows for time and expense submissions, approvals, and reporting
Streamline Processes
Helps your business streamline processes by offering a centralized platform for project management, automating routine tasks, fostering collaboration, providing real-time data and analytics, and standardizing processes. This results in increased productivity, improved quality, and higher customer satisfaction
Enhance business performance
Drive business performance by optimizing resources, streamlining processes, providing insights through analysis, improving project management, and strengthening customer relationships.
Ensure precise revenue recognition
Assist your international teams in adhering to accounting standards and practices, such as International Financial Reporting Standards (IFRS).
Enhance cash flow
Oversee billing queues, subscriptions, and progressive billing. Customize invoices by adding details and grouping transactions for streamlined reconciliation
Effectively oversee project accounting with precision
Establish project cost and revenue profiles for fixed-price or time and materials billing, employing accounting rules for cost and revenue, accruals, and postings
Acquire a service-centric ERP system
Integrate with Dynamics 365 Finance or external ERP systems through open APIs to expand financial functionalities
visualize key insights
Utilize pre-built dashboards displaying key performance indicators (KPIs) like resource utilization, forecasting, and budgeting, facilitating swift adaptation to evolving business conditions
Empower universal access to data
Leverage Microsoft Power BI for seamless visualization and sharing of business intelligence with your project teams, fostering improved customer outcomes
Generate forecasting snapshots
Produce budgetary and temporal snapshots for forecasting in both resourced and non-stocked deployments
Enhance visibility
Enhances visibility in your company by providing real-time insights into project status, resource allocation, and financial performance. This transparency allows for better decision-making, proactive problem-solving, and improved collaboration across teams
visualize key insights
Utilize pre-built dashboards displaying key performance indicators (KPIs) like resource utilization, forecasting, and budgeting, facilitating swift adaptation to evolving business conditions
Empower universal access to data
Leverage Microsoft Power BI for seamless visualization and sharing of business intelligence with your project teams, fostering improved customer outcomes
Generate forecasting snapshots
Produce budgetary and temporal snapshots for forecasting in both resourced and non-stocked deployments
Enhance visibility
Enhances visibility in your company by providing real-time insights into project status, resource allocation, and financial performance. This transparency allows for better decision-making, proactive problem-solving, and improved collaboration across teams
Optimize your project management processes, drive productivity, and achieve business success
Integrated Solution
Integrate project management, resource scheduling, time and expense tracking, invoicing, and financial management in one platform
Streamlined Operations
Streamline your project operations by automating processes, reducing manual tasks, and improving overall efficiency.
Real-time Insights
The platform provides real-time visibility into project performance, resource utilization, budgeting, and forecasting, empowering you to make informed decisions and drive better business outcomes
Enhanced Collaboration
Facilitate collaboration among team members, clients, and stakeholders with features such as document sharing, communication tools, and centralized project information
Scalability
As your business grows, Dynamics 365 Project Operations can scale to meet your evolving needs, whether you're managing small projects or complex, multi-phase initiatives.
Integration Capabilities
It seamlessly integrates with other Microsoft applications such as Power BI, Microsoft Teams, and SharePoint, as well as external systems, providing a connected ecosystem for your business operations.
Customer Satisfaction
By delivering projects more efficiently, meeting deadlines, and maintaining transparency, Dynamics 365 Project Operations can help enhance customer satisfaction and loyalty.
A Trusted Partner For Seamless Dynamics 365 Implementation And Success
For over 15 years, we have helped businesses leverage Dynamics 365 to drive business growth, efficiency, and innovation. With a track record of over 70+ successful implementations and global roll-outs, we are confident in surpassing your expectations.
We always work with your unique needs and challenges in mind and specialize in working with agile methods that focus on flexibility, collaboration, and continuous improvement. We understand that the business landscape is constantly evolving, and our agile approach ensures that your business can quickly adapt to changing market conditions.
Our Global team of experts has extensive experience in business system implementation and works closely with you to understand your unique needs and challenges. We believe in delivering solutions that align with business goals, improve efficiency, and maximize returns on investment.
Our combined competence, team spirit, and exceptional customer service make us confident in being your best choice as a partner.
AVAILABLE ON MICROSOFT APPSOURCE
Microsoft AppSource is an online marketplace developed by Microsoft that provides a wide range of business applications, add-ons, and services for various Microsoft products, such as Dynamics 365 and Power Platform.
Engage Group is listed on Microsoft AppSource as a certified partner for delivering consultancy services on top of the Dynamics 365 eco-system.
Our popular “Dynamics 365 Review”- offering is available as a four-week assessment, delivered by our senior Dynamics 365 advisory team, and focuses on the following key pillars:
– Dynamics 365 Solution Review
– Dynamics 365 Project Review
– Dynamics 365 Azure DevOps Review