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Microsoft Dynamics 365 Project Operations Partner

TrellisPoint, your D365 Project Operations Partner for Strategic Growth

 

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Deliver Projects On Time & On Budget

Implementing Microsoft Dynamics 365 Project Operations can significantly improve your project management processes, ensuring projects are delivered on time and within budget. At TrellisPoint, we specialize in delivering tailored implementation services that ensure you get the most out of this comprehensive project management solution.
 

D365 Project Operations Key Features

Dynamics 365 Project Operations for Project Managers

Integrated Financial Management

Integrated Financial Management

The Project Ops platform integrates financials with operations. This integration helps maintain financial control over projects, reduces financial discrepancies & improves profitability tracking.

Real-Time Collaboration Tools

Real-Time Collaboration Tools

Real-time collaboration tools, such as Microsoft Teams and Office 365, are integrated into Dynamics 365 Project Operations, facilitating seamless communication among project teams. This enhances team collaboration, keeps all stakeholders informed, and reduces communication gaps.

Enhanced Risk Management

Enhanced Risk Management

Enhanced risk management tools are available to identify, assess, and mitigate project risks. This helps manage project risks proactively, reducing the likelihood of project delays and cost overruns.

Resource Optimization & Skill Matching

Resource Optimization & Skill Matching

The resource optimization and skill matching feature uses AI-driven tools to optimize resource allocation and match resources to tasks based on skills and availability.

Integration with Microsoft Ecosystem

Integration with Microsoft Ecosystem

The integration with other Microsoft products like Dynamics 365 Finance, Dynamics 365 Sales, and Office 365 ensures a unified platform for managing all aspects of projects.

Dynamics 365 Project Operations for Sales Teams

Simplified Task Management

Simplified Task Management

With clear task assignments and scheduling features, team members can easily understand their responsibilities, deadlines, and priorities, ensuring they stay on track with project deliverables.

Mobile Access

Mobile Access

The mobile capabilities of Dynamics 365 Project Operations allow team members to access project details, update tasks, and communicate with the team from anywhere, enhancing flexibility and productivity.

Time & Expense Tracking

Time & Expense Tracking

Built-in time tracking and expense management features streamline the process of logging work hours and expenses, reducing administrative tasks and ensuring accurate reporting.

Task Automation-1

Task Automation

Automation of repetitive tasks such as time tracking and expense submissions frees up time for team members to focus on more strategic and value-added activities.

Interactive Dashboards

Interactive Dashboards

Power BI-powered dashboards provide team members with real-time insights into project performance, helping them make informed decisions and stay updated on project progress.

Shorten Deal Cycles

Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.

Shorten Deal Cycles

Align People to the Right Projects

Maintain resource profiles to easily match people’s skillsets with projects and rate skills using proficiency models.

Align People to the Right Projects

Track Projects to Budget

Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.

Track Projects to Budget

Get a Service-Centric ERP System

Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.

Get a Service-Centric ERP System
 

Enhance productivity, project-tracking, and collaboration.

Empower your teams to maximize contract wins, optimize resource utilization, accelerate project delivery, and gain valuable business insights from sales to project financials.

 

Popular Integrations with D365 Sales

office 365

Microsoft 365 and Office Applications


Dynamics 365 Project Operations integrates seamlessly with Microsoft 365, including Word, Excel, and Outlook, allowing for easy data import/export, document management, and email communication. This ensures that project details, financials, and updates are easily accessible and manageable within familiar Office applications.

Dataverse logo

Dataverse (Common Data Service)


Integration with Dataverse (Common Data Service) allows Dynamics 365 Project Operations to store and manage data securely across various applications. This integration ensures consistent and accurate data sharing, provides a unified data model, and enhances data accessibility across all project management and operational processes.

Azure

Azure and Power Platform


Dynamics 365 Project Operations integrates with Azure and the Power Platform, enabling advanced analytics, AI capabilities, and custom workflows. This integration allows businesses to automate project management processes, gain deeper insights into project performance, and enhance productivity with low-code/no-code solutions.

Business Central

Business Central and Field Service


The integration between Dynamics 365 Project Operations and other Dynamics 365 modules like Business Central and Field Service provides a holistic view of operations. It ensures real-time synchronization of project data, efficient resource scheduling, and accurate financial tracking, enhancing overall operational efficiency and project management effectiveness.

 

Dynamics 365 Project Operations FAQ

TrellisPoint Can Help!

Implementing Dynamics 365 Project Operations can significantly improve your project management processes, ensure timely project delivery, and optimize resource utilization. At TrellisPoint, we specialize in delivering tailored implementation services that ensure you get the most out of your investment.