Unify Your Project Ecosystem with Microsoft Dynamics 365 Project Operations

AlphaBOLD can implement and optimize Microsoft Dynamics 365 Project Operations, to connect your project-centric business into a unified hub.

Fast-Track Your Projects with Microsoft for Project Operations

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 & 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.
Deliver exceptional deal management experiences  Simplify time tracking and expense management 
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.
Drive success through enhanced project management Maximize profitability with streamlined financials 
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.
Optimize resource utilization Improve business acumen to drive success
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.

Leverage AlphaBOLD's End-to-End CRM Services

Consulting

Our CRM consultants become an extension of your team, understanding your unique needs and crafting a strategic roadmap for success with Dynamics 365 for project operations.

Implementation

seamlessly implement and configure Dynamics 365 for Project Operations to perfectly match your workflows, maximizing efficiency and user adoption.

Configuration

AlphaBOLD configures fields, dashboards, and automation rules to optimize user experience. Streamline processes and eliminate manual data entry with custom workflows built to your unique business requirements.

Integration

Connect your CRM seamlessly with existing systems like ERP or marketing automation. AlphaBOLD ensures data flows smoothly for a unified view of your customer journey.

Custom Development

Need functionality beyond standard Dynamics 365 features? AlphaBOLD's custom development team builds extensions to bridge any gaps and fulfill your specific needs.

Ongoing Support

Our commitment doesn't end at implementation. AlphaBOLD provides ongoing support to ensure your CRM continues to meet your evolving needs.

Ready to start with Dynamics 365 Project Operations?

Get a personalized demo for your project.

AlphaBOLD Driving Industry-Specific Success with Dynamics 365 for Project Operations

AlphaBOLD has hands-on experience in tailoring Dynamics 365 Project Operations to each industry and providing real-time data for informed decisions. The result? Faster project completion, improved cost control, and maximized profitability across diverse sectors.
HVAC & Building Automation with Dynamics 365 Field Service Implementation for optimized energy use, remote diagnostics, and faster first-time fixes

AEC

Streamline communication across architects, engineers, and contractors with real-time data and centralized document management.

Retail

Manage complex store buildouts, renovations, and marketing campaigns efficiently with automated workflows and real-time inventory allocation.

Manufacturing

Optimize resource allocation, track production progress, and manage product lifecycles with data-driven insights.

Infographic showing Utilities & Energy Services with Dynamics 365 Field Service to optimize resource allocation and streamline operations implementation

Healthcare

Ensure project compliance, efficiently manage medical staff resources, and integrate patient data for smoother care delivery.

The Power of AI in Dynamics 365 Project Operations: Introducing Copilot

Dynamics 365 Project Operations takes project management to the next level with the integration of Copilot, an intelligent assistant powered by generative AI. This innovative approach harnesses the power of artificial intelligence to streamline workflows, boost efficiency, and empower project managers.

How AI Makes a Difference 

The magic lies in Copilot’s ability to automate key tasks traditionally performed manually. By leveraging natural language processing, Copilot can: 

  • Generate project plans and status reports:

    Describe your project details, and Copilot will draft a comprehensive plan or report, saving you valuable time and effort.

  • Identify and mitigate project risks:

    Copilot analyzes project data (scope, schedule, budget) to proactively assess potential risks and suggest mitigation strategies, ensuring you stay ahead of potential hurdles.

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FAQ’s

What Does Dynamics 365 Project for Operations Include? 

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, pricing, and billing for projects 
  • Assign and manage resources
  • Use reports and interactive dashboards to monitor key performance indicators for successful projects

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. 

How can AlphaBOLD help with my Dynamics 365 Project Operations installation?
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.
How do I get started? 
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. 
Does Project Operations work with Project Online?
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.
Will it connect to my ERP?
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.
Do I need to have a full license to enter time into Project Operations?
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, Dynamics 365 Project Operations licensing includes an inexpensive team member or power apps license may be used in many circumstances.
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