Dynamics 365 Project Operations allows businesses to manage their projects starting from a sales lead, all the way to project closure. Seamless integrated into the Microsoft technology stack, Project Operations blends the functionality of Microsoft Project, with the agility and flexibility of Microsoft Dynamics Sales. AlphaBOLD is a Microsoft Gold Dynamics Partner and a 2021 MSUS Partner Award Winner. With 70+ experienced Dynamics experts, we leverage our collective industry knowledge to develop customized action plans tailored to the exact needs of your business.

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.

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Complex integration & solutions

Behavioral CRM

Behavioral CRM is a connected system that enables sales and marketing to work together efficiently. The solution provides them with improved insights and efficient sales collaboration, thus empowering them to execute the sales strategy effectively. With tailored information, improved tracking, access to data, and time efficiency, the Behavioral CRM improves the overall sales and profitability of the company.

Why AlphaBOLD As Your Microsoft Dynamics Partner?

  • End-to-End Dynamics CRM Services:

    Consulting, implementation, configuration, integration, custom development, ongoing support.... we’ve got you covered!

  • More than 30 Years Collective CRM Experience:

    We know the ins and outs of Dynamics CRM. We've done this for years, and we'll keep doing it for years.

  • SoCal Presence:

    We have local offices in San Diego and Los Angeles. Stop by for a cup of joe.

  • Microsoft Gold Partner:

    Proven excellence in solutions delivery, customer success, and satisfaction.

  • Full-Service Offerings:

    Dynamics CRM, SharePoint, Business Intelligence, IT Services, and Custom Development.

  • 70+ Passionate Technology Experts:

    A unique combination of talent, experience, methodology, and dedication.

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FAQ’s

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.