Dynamics 365
Project Operations
Projects, delivered better.
Connect sales, resourcing, delivery and billing so every project is won, staffed, delivered and invoiced profitably, implemented and supported by FusionX Consulting.
- Microsoft Cloud Solution Provider
- Licensing to go-live to support
- Copilot-ready
Overview
Built for project-based businesses that need to see margins as they happen.
If any of these sound familiar, Dynamics 365 Project Operations was designed for you.
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"We only find out a project lost money after it's finished."
With Dynamics 365 Project Operations Live project budgets, costs and margins, visible from the first timesheet.
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"Our best people are overbooked while others sit on the bench."
With Dynamics 365 Project Operations Resource scheduling by skill, role and availability, with utilisation everyone can see.
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"Chasing timesheets and expenses delays every invoice."
With Dynamics 365 Project Operations Mobile time and expense entry, AI-assisted drafts and approvals that keep billing on time.
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"Sales, delivery and finance each work in a different system."
With Dynamics 365 Project Operations One flow from quote to project plan to invoice, so nothing is re-keyed and nothing is missed.
Capabilities
Everything your project business runs on, in one platform.
From the first quote to the final invoice, every stage shares the same project data, security and workflows, connected to sales and finance.
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Project planning & delivery
Plan work with tasks, timelines and dependencies, track progress and costs against budget, and keep every project team aligned in one place.
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Project sales & quoting
Estimates, quotes and contracts based on real rates.
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Resource scheduling
Match people to work by skill, role and availability.
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Time & expense
Mobile time and expense entry with fast approvals.
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Project accounting
Costs, revenue and margins posted as work happens.
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Billing & invoicing
Time-and-materials, fixed-price and milestone billing.
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Revenue recognition
Recognise revenue in line with your policies and contracts, with work-in-progress always reconciled.
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Subcontracting
Manage subcontractors, their costs and their time.
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Utilisation insights
Billable utilisation and capacity across teams.
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Project analytics
Portfolio dashboards and Power BI reports.
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Microsoft Teams collaboration
Project teams work together in Teams.
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Security & approvals
Role-based access, approval workflows and audit history.
Copilot & AI
AI that keeps projects on time and on budget.
Copilot and AI agents in Dynamics 365 Project Operations draft time entries, process expenses and check approvals, so project teams spend their time on delivery.
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Time Entry Agent Preview
Drafts time entries from assignments and bookings, flags missing time and sends reminders.
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Expense Agent Preview
Reads receipts and creates expense entries, so nobody types them by hand.
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Approvals Agent Preview
Checks time, expense and material entries against your policies and highlights the ones that need attention.
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Project status reports
Summarises progress, risks and budget health in plain language.
Copilot availability depends on your version, region and licensing. Features marked Preview may change. We confirm what's available for your environment.
The Contoso rollout is 78% complete and 4% over budget. Two tasks in Testing are behind schedule, and 3 timesheets are still pending approval.
Integrations
Connected to the Microsoft tools your business already uses.
Dynamics 365 Project Operations shares data with the rest of Dynamics 365, Microsoft 365 and Power Platform, so sales, delivery and finance work from the same project.
Dynamics 365 Project Operations
Dynamics 365
Dynamics 365 Finance
Sales
Human Resources
Field Service
Supply Chain Management
Microsoft 365
Excel
Teams
Outlook
Microsoft 365 Copilot
Power Platform & Azure
Power BI
Power Automate
Power Apps
Dataverse
Azure & Microsoft Fabric
Is Project Operations right for you?
Project Operations or Business Central Projects?
Both manage projects on Microsoft. The right one depends on how central projects are to your business and how complex they are. Here's the quick version. We'll help you decide properly.
| Criteria |
Project Operations
|
Business Central Projects
|
|---|---|---|
| Best for | Project-based and professional services organisations | Small and mid-sized businesses with project work |
| Resource management | Skills-based scheduling and utilisation across teams | Basic resource planning |
| Project planning | Tasks, dependencies, Gantt and board views | Project tasks and planning lines |
| Billing | Time-and-materials, fixed-price, milestones and revenue recognition | Time-and-materials and fixed-price billing |
| Sales to delivery | Connected quoting, contracts and delivery | Quotes and orders in Business Central |
| Typical implementation | A few months, depending on scope | Part of a Business Central rollout |
How we implement
From first conversation to confident go-live.
A proven, phased approach that keeps scope, budget and timeline visible at every step.
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Discover
Workshops with sales, delivery and finance to map how projects are sold, run and billed.
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Design
A blueprint for project types, rates, resourcing and billing, with a realistic plan and budget.
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Build
Configure Dynamics 365 Project Operations, connect finance and sales, and keep customisation lean.
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Migrate
Migrate customers, resources, rates and open projects, with work in progress that reconciles.
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Test & train
Testing with project managers and consultants, plus role-based training.
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Go live & optimise
A supported cutover, hypercare, then ongoing improvements as Microsoft ships updates.
Why FusionX Consulting
A partner for the whole journey, not just go-live.
- 20+years track record
- 4xhigher order processing capacity
- Up to 40%improved operational efficiency
- Licensing, implementation and support from one team
- Project specialists who understand delivery, resourcing and billing
- Lean, standard-first configuration that's easy to upgrade
- Training and adoption so your team actually uses it
FAQ
Questions project leaders ask us.
Can't find what you're looking for? Our team is happy to walk you through it.
Ask us a questionWhat is Microsoft Dynamics 365 Project Operations?
Dynamics 365 Project Operations is Microsoft's cloud application for project-based businesses. It connects project sales and quoting, planning, resource scheduling, time and expense, project accounting and billing in one system, with Copilot AI and integration with Dynamics 365 Finance, Microsoft 365 and Power Platform.
Who is Project Operations for?
Organisations whose revenue depends on delivering projects, such as consulting and professional services firms, engineering and construction companies, IT services providers and agencies, as well as internal project teams.
How is it different from projects in Business Central?
Business Central includes project management for small and mid-sized businesses with project work. Project Operations is built for project-centric organisations, with skills-based resourcing, advanced planning, connected sales-to-delivery and more flexible billing and revenue recognition.
How long does an implementation take?
Many implementations take a few months, depending on project types, billing models, integrations and data migration. We give you a timeline based on your actual scope during discovery.
What do the AI agents in Project Operations do?
The Time Entry Agent drafts time entries and reminds people about missing time, the Expense Agent creates expenses from receipts, and the Approvals Agent checks entries against your policies. Copilot also summarises project status and risks. Some features are in preview and availability depends on your version, region and licensing, so we confirm what's available for your environment.
Does it integrate with Dynamics 365 Finance?
Yes. Project Operations works with Dynamics 365 Finance for project accounting, revenue recognition and financial reporting, so project costs and revenue post to the ledger as work happens.
Can consultants enter time and expenses on mobile?
Yes. Time and expenses can be entered on the web, on mobile and from Teams, with receipts captured by phone camera and approvals handled on the go.
Which billing models are supported?
Time-and-materials, fixed-price and milestone billing, with rates by role, customer and project, plus invoice proposals that project managers can review before invoicing.
Can we migrate from our current PSA or spreadsheets?
Yes. We migrate customers, resources, roles, rates, open projects and work in progress from professional services automation tools, older Dynamics versions and spreadsheets.
What does FusionX Consulting provide?
As a Microsoft Cloud Solution Provider we handle the full journey: licensing, discovery and solution design, configuration, data migration, integrations, testing, training, go-live and ongoing support and optimisation.
Ready to Deliver Every Project Profitably?
Our Dynamics 365 Project Operations specialists will take you from first conversation to confident go-live. Your projects, our expertise: real-time margins from quote to invoice.