Microsoft Dynamics 365 Projects

Gain the visibility and agility needed to complete projects on schedule and within budget

Overview

Dynamics 365 Sales Automation Solution

Microsoft Dynamics 365 Sales is a smart platform that provides best-in-class sales automation and can manage your complete company development process from start to finish. This gives your sales force the tools they need to close more business, increase productivity, and strengthen existing relationships. Microsoft Dynamics 365 Sales is a sales management software that will help your company acquire a 360-degree view of important business development activities, increase revenue prospects, and work more effectively across pursuit teams.

know the process

Core Capabilities of Dynamics 365 Project Operations

Deliver Customer Success as a Team

Professional services firms can boost efficiency by utilizing Microsoft Project features such as Kanban boards, Gantt charts, and work-progress dashboards.

As several projects proceed, it might be difficult to keep track of them all and determine their status. The simple Project Operations interface allows you to leverage built-in insights to see how your projects are progressing and make quick decisions for course correction, if necessary.

With seamless Microsoft Teams integration, project management and delivery teams can interact and work together on Microsoft Teams by allowing communication, document sharing, and transparency across the entire project lifecycle.

Tap your Resources, Don’t waste them!

When you have a project, you can immediately verify the availability of the correct individual with the necessary skill sets and assign them to it.

Workloads can also be readily divided and bifurcated among team members for efficient performance.

The Project Operations Resource Scheduling tool enables the manager to streamline the scheduling of team members across the company and monitors their visibility for future projects.

Tap your Resources, Don’t waste them!

When a project is created, you can immediately verify the availability of the correct person with the right skill sets and assign them to the project.

You can also easily divide and share the duties across team members for effective performance.

The Project Operations Resource Scheduling tool helps the management to streamline the scheduling of team members across the company and monitors their visibility for future projects.

Connect teams to enhance project success across
service operations from prospect to cash

A new Dynamics 365 application is Microsoft Dynamics 365 Project Operations (launched in October 2020). The solution combines Microsoft Project capabilities with the project management accounting capabilities of Microsoft Dynamics 365 Finance to provide a single application for all you need to conduct your project operations – from quote to accounting and delivery.

The product combines sales, resource management, project management, and accounting teams to improve transparency, flexibility, and cooperation across the project operations business cycle. While the application is potent on its own, its ability to work in parallel with other Microsoft Dynamics 365 applications (such as Sales, Finance, Marketing, and so on) and the Microsoft Power Platform enables you to analyze, act, and automate across the organization to completely transform your services-business. sa.global, an 11-time Microsoft Partner of the Year winner, is already to assist you in this transformation, which includes project planning and implementation.

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