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What is Dynamics 365 Project Operations (formerly known as Project Service Automation)?

Microsoft Dynamics 365 Project Operations is an application built predominantly to allow businesses to deliver, manage and track all of their project-based services. Furthermore, as one of the market leaders in terms of project management solutions, Project Operations can guide through the whole process end-to-end from the sale to invoicing through its capabilities for planning, estimating, forecasting, billing & much more. 

Given that Project Operations brings together the best features from Microsoft Project, Dynamics Finance as well as Project Service Automation (PSA), it is essentially a significant upgrade to PSA for most businesses. Furthermore, the additional project management, accounting as well as expense management capabilities give Project Operations that extra edge. 

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Deal Management 

Secure more bids through improved contract management & much more accurate project quotes, forecasting, estimation & scoping. 

Enhanced Project Management 

Make use of the capabilities included in Microsoft Project such as Kanban boards as well as Gantt charts. 

Improve Resource Utilisation 

Make sure that you have the best people on the right projects by making use of resourcing insights, scheduling, governance & matching skills. 

Time & Expense Management 

Submit, approve, process as well as reconcile time & expense entries whilst on the move for quicker reimbursement & client billing. 

Streamlined Project Financials 

Better manage your project accounting with greater accuracy & recognise revenue compliance with IFRS. 

Drive Success 

React quickly to market changes through game changing insights via a consolidated view of your project sales and financial data. 

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What are the benefits of Project Operations?

Better Customer Satisfaction

Allow your project service teams to provide customers with more accurate timelines and costs. Using the inbuilt management & forecast tools makes sure that everyone is kept on track & achieving project goals. 

Improved Team Productivity

Allow your resources to update their profiles & skills to make it easier for project managers to allocate them. Using the native scheduling tools, each resource gets a high level view of the project before the project begins. 

Optimised Resources

Scheduling & resource management capabilities give real-time transparency on the availability & using of resources. Check resource availability & use forecasting to learn when resources will be busy. 

Transform the way you work

The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.

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