17+ Years ofPlan projects, allocate resources, and track budgets in one system, so delivery stays on time and on budget instead of a spreadsheet guessing game. TrellisPoint implements Project Operations around how your project and delivery teams actually work.
Dynamics 365 Project Operations connects project planning, resourcing, time and expense tracking, and financials in one platform, so project managers stop reconciling a schedule in one tool against a budget in another.
TrellisPoint implements it around your actual delivery process, whether you run fixed-fee engagements, time-and-materials work, or a mix, and connects it to Business Central or Dynamics 365 Finance for the financial side.
Project Operations Capabilities
Six capabilities that turn quoting, staffing, and delivery into one connected workflow instead of five disconnected tools. Pick one to see how it plays out.
Budgets, forecasting, and invoicing run against the same data as scheduling and resourcing, so profitability tracking reflects what is actually happening on the project instead of a month-end guess.
AI-driven scheduling matches resources to tasks by skill, availability, and project requirements, so staffing decisions come from data rather than whoever happens to be free.
Teams and Office 365 are built into the workflow, so project updates and communication happen where the work already gets done, and stakeholders see progress without a dedicated status call.
Risk management tools identify, assess, and track project risk as it develops, so delays and cost overruns get caught early instead of showing up as a surprise at the project retrospective.
Built-in time and expense tracking, with mobile entry, cuts the administrative work of logging hours and submitting expenses, and keeps billing and utilization reporting accurate as a result.
Copilot can generate an initial set of tasks, durations, and start dates from a project name, then help by drafting risk assessments and status reports pulled from actual time, expense, and materials data.
Empower your teams to maximize contract wins, optimize resource utilization, accelerate project delivery, and gain valuable business insights from sales to project financials.
Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.
Maintain resource profiles to easily match people's skillsets with projects and rate skills using proficiency models.
Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.
Project managers need budget and risk visibility. Project teams need clear tasks and simple time tracking. Project Operations gives both without a second system.
Because Project Operations lives in the same Microsoft cloud as Office, Dataverse, and the Power Platform, most integrations are configuration, not custom development.
Word, Excel, and Outlook handle data import/export, document management, and email communication, keeping project details accessible in familiar apps.
Dataverse (formerly Common Data Service) gives Project Operations a secure, unified data model shared consistently across applications.
Advanced analytics, AI capabilities, and custom low-code workflows extend project management beyond the platform defaults.
Shared data across modules keeps resource scheduling, financial tracking, and operations synchronized in real time.
TrellisPoint is a Microsoft Solutions Partner with 17+ years of Dynamics 365 implementation experience. We help you configure Project Operations around your real delivery model, then keep it producing value as your project portfolio grows.
Curated reading plus the latest from our blog on Dynamics 365 and Microsoft AI.
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Whether you're evaluating Project Operations for the first time, replacing a spreadsheet-based delivery process, or trying to get more out of a system you already have, we start with outcomes, not products. Share your goals and we will respond with practical next steps tailored to your environment.
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Microsoft Dynamics 365 Project Operations is a comprehensive project management solution that helps businesses manage project planning, resource scheduling, financials, and collaboration, ensuring projects are delivered on time and within budget.
Project Operations streamlines project planning, optimizes resource allocation, and provides real-time updates, ensuring efficient project execution and improved collaboration among team members.
Copilot can generate an initial project schedule, including tasks, durations, and start dates, directly from a project name. It also drafts risk assessments and status reports by analyzing actuals like time, expense, and materials, and newer releases add continuous risk scanning that flags patterns like recurring delays or budget creep. Microsoft continues expanding these capabilities on its regular release cadence.
Yes, Dynamics 365 Project Operations offers extensive customization options. TrellisPoint can tailor the solution to fit your unique business processes and project management strategies, ensuring that it meets your specific needs.
Project Operations integrates seamlessly with other Microsoft products such as Dynamics 365 Finance, Dynamics 365 Sales, Business Central, and Office 365, and shares a unified data model with other apps through Dataverse. Third-party applications typically connect through the Power Platform or a custom integration.
Project Operations provides robust tools for resource scheduling and skill matching, ensuring that the right resources are allocated to the right tasks, reducing downtime and improving productivity.
Absolutely. Project Operations integrates project financials with your operations, ensuring accurate budgeting, forecasting, and invoicing, and maintaining financial control over your projects.
TrellisPoint follows a comprehensive implementation approach that includes needs assessment, custom configuration, secure data migration, extensive training, and ongoing support. Our proven methodologies and experienced team ensure a smooth and successful deployment.