What is Dynamics 365 Project Operations?

Microsoft Dynamics 365 Project Operations is a new Microsoft Dynamics 365 application released in October 2020. It’s an expansion of Dynamics 365 Finance’s existing project management and accounting modules, as well as Microsoft’s earlier Project Service Automation (PSA) solution.

What does Dynamic 365 Project Operations do?

Dynamics 365 Project Operations now includes Microsoft’s old Project Service Automation product, allowing you to integrate your sales, resourcing, project management, and finance teams into one simple application. You may customize dashboards in Project Operations to track project progress, manage time and budgets, and streamline resource management to boost efficiency and performance.

Project Operations streamlines your team’s project management without sacrificing visibility. The dashboards of the software are extremely customizable, allowing for real-time study of resources, predictions, budgets, and other important project elements. To save time and create a more focused workforce, you can also set up automatic scheduling and invoicing.

Project Operations Features and Capabilities;

  • Project Management
  • Opportunity Management
  • Resource Management
  • Time and Expense Management
  • Project Accounting
  • Key Performance Indicators (KPIs)
  • Smart Scheduling

Dynamics 365 Project Operations Advanced Features;

Dynamics 365 Project Operations is definitely a step toward Project Business Automation, with Microsoft attempting to establish an integrated business system for project-based businesses.

  • Industry-Specific Modules
  • Agile Project Management
  • Advanced-Data Management

What Types of Business Would Benefit from Dynamics 365 Project Operations?

Dynamics 365 Project Operations is perfect for mid-sized service firms that need to respond quickly to changing market conditions and industry trends. Project Operations is designed primarily for fast-paced service industries such as healthcare, manufacturing, and professional services.

Project Operations provide a high level of visibility to organizations that manage several complicated projects. By tracking your assets and estimating project expenses, this solution makes responsibilities like resource management and budget allocation more simple.


Microsoft Dynamics 365 Project Operations can be helpful in business to streamline the process. XcelTec is the Best Microsoft Dynamics services provider. Reach out to our team of trusted Microsoft partners and discover how Dynamics 365 Project Operations can help your business.

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