Dynamics 365 Project OperationsBring project sales, planning, resourcing and commercial tracking into one process. We implement Project Operations around how you estimate work, deliver it and turn approved effort into the right billing outcome.
The deployment model determines the finance capabilities. We agree that model before connecting the project lifecycle.
Connect opportunities, project quotes and estimates to the proposed scope of work.
Build a task structure and schedule that supports delivery management.
Define resource needs and coordinate project bookings with roles, skills and availability.
Capture time and expenses, then route records through the agreed approval process.
Configure contract lines and the supported billing approach for the selected deployment model.
Review effort, cost and commercial information against the planned work and recorded actuals.
Choose a useful role for AI, then define the information, access and review needed for that role.
Generate a starting task plan from the project description. The project manager adds and checks dependencies, assignees and delivery detail.
Use recorded project context and actuals to propose risks and mitigations. The project manager decides which risks and actions to adopt.
Generate a draft status narrative from project data and refine it before sharing. Risk and status generation require the relevant actuals to be recorded.
Combine the agreed product configuration with the systems and development that make the complete experience work.
Connect an approved scope or change request to qualified signing and the corresponding project commercial record.
Discuss QES Statements of Work & Change OrdersLet the client review deliverables, raise a revision and confirm acceptance with an auditable project reference.
Discuss a Client Portal for Milestone AcceptanceHelp the team find approved project documents and decisions without granting access to unrelated client information.
Discuss an AI Project Knowledge AssistantChoose an example to see the work, decision, handover and completion point.
Follow the work through the decision, handover and confirmed result.
Record the requested scope, schedule and commercial impact.
The project and commercial owners approve the revised terms.
Send the document through the selected qualified signing process.
Apply the approved change to the plan and commercial records.
Measures to Agree
Elapsed time from complete proposal to approved change.
Changes with the required validated signatures.
Effort recorded before the required approval.
Changes linked to the updated plan and commercial record.
Follow the work through the decision, handover and confirmed result.
Provide the deliverable and agreed completion evidence.
Expose only the client-authorised project material.
Capture acceptance or a specific revision request.
Hand accepted milestones to the billing process for the selected deployment.
Measures to Agree
Time from submitted milestone to client decision.
Milestones returned for another delivery iteration.
Accepted milestones with complete billing evidence.
Submitted milestones awaiting client review.
Follow the work through the decision, handover and confirmed result.
Determine the user and authorised project scope.
Search approved project documents and records.
Give a grounded response with the relevant source references.
Escalate conflicting or missing information to the project owner.
Measures to Agree
Reviewed answers meeting the agreed evaluation criteria.
Supported questions with authoritative project evidence.
Access tests passing the project isolation rules.
Questions assigned to a source or project owner.
Use the application that owns each record and make the handover between systems explicit.
Agree the business outcome, prepare the foundation and validate the complete experience before expanding it.
Choose the first process, its owner, completion criteria and baseline measures.
Deployment model, resource data, approval ownership, project actuals and client document access determine the scope.
Configure or develop the agreed experience, permissions and system handovers.
Check realistic data, permissions, exceptions and confirmed outcomes. Prepare the team for a controlled launch.
Review source-confirmed results, operational issues and adoption before extending the next use case.
The starting point depends on the process and the systems you already use.
No. Resource/non-stocked and stocked/production-based deployment approaches differ. We select the model around your project accounting, ERP and operational requirements before defining the implementation.
Start with a specific task and the evidence needed to evaluate it. We check current feature status, environment prerequisites, data quality, permissions and cost. Preview capabilities are assessed separately from the agreed production scope.
The examples describe configured or custom solutions. The feature cards explain the product or delivery foundation; each use case and process identifies the connections, development and related services it needs.
Deployment model, resource data, approval ownership, project actuals and client document access determine the scope. We also agree ownership, acceptance criteria, operating responsibility and the first measurable outcome.
Explore the applications, data platforms, and development capabilities that can support your requirements.
Browse practical use cases for payments, subscriptions, portals, approvals, customer communications, and connected operations.
Tell us where customers or teams lose time, context or a clear next action. We’ll help identify a practical starting point for Dynamics 365 Project Operations.