Microsoft Dynamics 365 Project Operations

We help you increase the profitability of projects with Microsoft Dynamics 365 Project Operations. Optimize your operations and gain the visibility & agility you need to complete projects on time and within budget.

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Improve The Profitability Of your Projects With Microsoft Dynamics 365 Project Operations

Does managing complex projects with tight margins leave you feeling like you're juggling chainsaws blindfolded? You're not alone. Project-oriented businesses struggle with resource allocation, accurate estimations, and real-time visibility. Here's where Microsoft Dynamics 365 Project Operations comes in, and Cynoteck, your award-winning partner, helps you unlock its full potential.

Our customer-centric approach leverages the software's powerful features to streamline your operations. We help you:

Optimize resource allocation: Match the right people to the right projects with intelligent scheduling and skills-based insights.
Forecast profitability accurately: Gain real-time visibility into costs, efforts, and revenue, ensuring informed decision-making.
Deliver on time and within budget: Empower your team with real-time analytics and a unified platform for seamless collaboration.
Strengthen client relationships: Exceed expectations through exceptional project experiences, boosting trust and repeat business.

Imagine achieving increased profitability, employee productivity, and client satisfaction. With Cynoteck's expertise and Dynamics 365 Project Operations, you can turn that vision into reality. We'll keep your projects organized, synchronized, and transparent, empowering everyone involved to achieve success.
D365 Project Operations becomes more than just software; it becomes your strategic partner, streamlining operations, boosting employee productivity, and unlocking significant profitability gains.

Microsoft Dynamics 365 Project Service Automation

Person Hours

Projects

Customers/ Partners

Repeat Business %

Awards and Recognition

Best in Class Services

Cynoteck helps you build trusted customer relationships by delivering exceptional project experiences. We understand the changing demands of the market and understand how to effectively help your business grow. Our top-notch services help you achieve greater visibility, deeper collaboration, and agility across your entire organization.

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Key Benefits of Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations enables project-based businesses to run more productively, economically, and with improved customer satisfaction. We, at Cynoteck, help improve your end-to-end project delivery experience at each level.

Forecast & Plan Demand

With D365 Project Operations, the Sales Manager may collaborate with the project managers to assess the cost, effort, and sales value of a project. This helps in creating a well-thought-out and well-structured plan using standard project templates. We further help you in implementing a system that addresses all critical areas of your projects, including planning, controlling, time and expense management, and invoicing.

Resources Management

This Dynamics 365 application includes a dedicated resource manager dashboard that gives you a visual overview and complete control over your resources, skillset, and workload distribution. This results in effective resource planning and enhanced project performance. We make use of the planning engine to easily find the best available resources and staff your projects. This lets your team take the initiative by allowing eligible employees to apply for a project in the app.

Automate Customer Billing

With the help of customer billing tools, project managers can now review overrides, track overruns, and approve expenses all in one place. It allows you to track resource consumption in real-time and have a second level of approval for the submitted timesheet before issuing final customer invoices. The project invoices can be created one at a time or in bulk, and they can be configured to be generated in automated runs. This guarantees that everything is in order so that customers receive accurate invoices.

Gain Valuable Insights

This application offers configurable dashboards and report types for the top management to track the progress statistics against each assigned resource. This feature also helps in making crucial decisions for the growth of any organization. It furthermore helps you identify actionable patterns across your organization, from finances to operations to compliance with KPIs (Key performance indicators).

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Dynamics 365 Project Operations Capabilities

Cynoteck helps you manage projects with precision and develop trusted customer relationships by delivering exceptional project experiences. Use real-time dashboards to monitor who is working on what and get the most out of your professional employees by accurately measuring and making informed decisions.

Project Planning

Microsoft Dynamics 365 Project Operations offers multiple tools to plan and manage projects and their delivery. We help organizations smoothly undertake tasks like opportunity identification, bid submission, time, budget management, and invoicing. Advanced tasks such as project collaboration and maintaining accurate project status for identifying project risks are also possible with this platform.

Solution selling

With professional services automation, we help provide your business development team with a uniform sales experience that brings in the desired results. Utilize social insights to collaborate on both product-based and project-based opportunities. Using a client-centric strategy to meet the project scope and statements of work, you can make every customer engagement relevant and productive.

Resource Management

With this application we provide project managers the facility of assigning the best fitting resource for a particular task in a project, based on the characteristics like member role, certifications, and skillsets. This also helps analyze and enhance the maximum threshold of each assigned resource by a systematic review of the booking capabilities and capacities.

Time & Expenses

With the help of this, the allocated resources can submit and update their timesheet and manage the expense components to ensure that everything has been covered and billed accordingly. This also helps define expense policies and automate reimbursements too.

Project Billing

This application enables the organizations to manage and generate invoices after a certain period depending on the invoice generation cycle. The invoices are generated as per two project types, i.e., Time & Material and Fixed-Price. You can also create billing rules for generating invoice proposals for various completion stages.

Project Analytics

This application gives a complete view of the life cycle of the completed project, from estimating, forecasting, and budgeting to the financial impact of the project. Hence, you can evaluate the accuracy of your estimates and forecasts, utilization of resources, and the overall success of the project.

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D365 Project Operations Implementation Packages

FREE*

1-Hour

For the organizations that are either looking to move into D365 Project Operations from other CRMs or looking into implementing a CRM within their organization.
Deliverable
- Understanding of current business requirement.
- How can we optimize the performance of current business with D365 Project Operations?
- Dynamics 365 Project Operations implementation proposal.

40* /Hours

ESSENTIALS

Deliverable
- Business Unit Setup⁺
- Mail-box configuration⁺
- Role and Permission Setup
- Admin training
- Introduction to Project / Project Template
- Introduction to Schedule Board
- Introduction to Resource, Resource Utilization and Resource Category
- Introduction to Time Entries , Expenses and Approvals
- Introduction to Dashboard and Report
⁺If client is not using any other module of Dynamics 365

100* /Hours

PREMIUM

Premium package includes benefits of Essential package
Deliverable
- Understanding of current process
- Introduction to Sales Process with MS D365 Project Operations
- Introduction to Transaction
- Introduction to Billing
- Introduction to Organization Units, Expense Categories, Invoice Frequency, Recurring Invoice Setting and Calendar Templates.
Reporting:
- Reports by Wizard
- Dashboards and Views

160* /Hours

ADVANCE

Advance package includes benefits of Essential and Premium packages
Deliverable
- MS Dynamics 365 Project Operations Portal Configuration
- Reports – 5 reports
- Forms – 5 Forms
- Custom Entities – 5 Entities
- Workflows – 5 workflow
- Business Rules - 5 Business Rules
- Development with simple and medium complexity

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Why Choose Cynoteck?

Cynoteck is a Microsoft Gold partner with an in-depth knowledge of Microsoft Dynamics 365 solutions. Our team of professionals will help you in implementing Dynamics 365 Project Operations within your organization based on your business requirements. We will also assist you with designing, configuring, and supporting this business-critical application, as well as integrating multiple applications and customizing them to fit your specific needs.

Feel free to contact us for assistance with your next project; we can guide you through the entire process. Take the first step towards the digital transformation of your business today!

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Years of Trust
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Trusted by market leaders from various industry segments.

Frequently Asked Questions

From the first sale until billing, the Project Operations (PSA) program assists enterprises in efficiently tracking, managing, and delivering project-based services. You may use the app to plan tasks, as well as set estimates and work schedules. It also helps you evaluate and track the cost and income of a project.

D365 Project Operations (PSA) gives you everything you need to quote, forecast, schedule, and deliver the services that keep your company running. Organizations that provide professional services, such as engineering and consulting, frequently employ it.

This application provides you with the tools you need to complete projects on time and within budget while also improving employee productivity. Dynamics 365 Project Operations brings together sales, resourcing, project management, and finance teams in a single platform to help companies win more transactions, deliver projects faster, and increase profits.

This application helps reduce project expenses by executing your projects more efficiently: quotes, statements of work (SOWs), and bills, all can be generated automatically. Integrated Office 365 and Microsoft Project capabilities can furthermore help you improve communication, project management, and time tracking.    

We can help you to hire software developers with any level of experience and technical skillset. You will get the best fit for your project whether you need a full-stack developer or a developer of any specific field.

Microsoft Dynamics 365 Project Operations

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Improve The Profitability Of your Projects With Microsoft Dynamics 365 Project Operations

Best in Class Services