DYNAMICS 365 PROJECT OPERATIONS CAPABILITIES
|Deliver exceptional deal management experiences||Simplify time tracking and expense management||Drive success through enhanced project management||Maximize profitability with streamlined financials||Optimize resource utilization||Improve business acumen to drive success|
Win more bids with better contract management and more accurate project quotes, forecasting, and estimation.
Submit, approve, process, and reconcile time and expense entries on the go for faster reimbursement and client billing.
Flexibly manage projects with easy-to-use embedded Microsoft Project capabilities including Kanban boards and Gantt charts.
Manage your project accounting and maintain in compliance with International Financial Reporting Standards.
Access resourcing insights, scheduling, governance, and skills matching that are needed to optimize your project staffing.
Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data.
Ready to start?
Get a personalized consultation for your project.
An experienced partner you can trust as trusted by others
- Lack of visibility
- Disparate billing data
- Disconnect between billing system and legacy system
- Different regional approaches
- Lack of visibility
- No substantial means to track customer feedback
- Inability to track and measure KPIs
- Convoluted order management
Complex integration & solutions
Why AlphaBOLD As Your Microsoft Dynamics Partner?
SEE WHAT OUR CLIENTS HAVE TO SAY ABOUT US
Featured success stories
The Project Service Automation application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. The app enables you to:
- Plan projects, and create estimates and work schedules
- Estimate and track project cost and revenue
- Forecast resource requirements for projects in the pipeline
- Track project progress and cost consumption
- Manage quoting, pricin g, and billing for projects
- Assign and manage resources
- Use reports and interactive dashboards to monitor key performance indicators for successful projects
- ...and more
In addition, to help you monitor and control costs for your project-based work, individual consultants easily enter and track project time and expenses either on mobile or using a web browser.
AlphaBOLD can help you with any stage of your Dynamics 365 Project Operation’s implementation. Whether you are transitioning off another CRM, implementing fresh, or just need help with your existing implementation, AlphaBOLD can help you cross the finish line.
Sign up for a free consultation with our CRM experts to learn to get your Dynamics 365 Project Operations journey started. Our experts will reach out to you and guide you through every step.
Project Operations uses the Project Online engine to organize and manage tasks on a project. It does not just work with Project Online, Project Online is part of the overall solution. The Chat license is needed for each user that uses the chat feature to talk to the customer. The Voice license provides hosted phone capabilities and voice transcription, click to dial, and screen pop capabilities. The digital messaging add-on provides the same license as the chat license and provides the ability to converse via SMS. The digital messaging with a voice add-on provides all of the above functionality.
Natively, Microsoft Dynamics Project Operations integrates with Microsoft Dynamics Finance and Operations for all your project accounting needs. If you are using another ERP or financial system, AlphaBOLD can assist you with connecting your Project Operations environment to most Accounting and ERP systems.
A full project operations license is not required to simply enter your time within the application. Microsoft provides a wide array of licensing options for Project Operations. For example, an inexpensive team member or power apps license may be used in many circumstances.