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Microsoft Dynamics 365 Project Operations
Connect Sales, Resourcing, Delivery, and Finance in One Solution
Microsoft Dynamics 365 Project Operations empowers project-based businesses to run efficiently by unifying teams, data, and processes across the entire project lifecycle—from deal management and resource planning to execution and financials. It’s designed to drive visibility, collaboration, and profitability in project delivery.
Whether you offer professional services, consulting, engineering, or IT solutions, Project Operations helps you deliver successful projects on time and within budget while maximizing resource utilization and revenue.
Key Capabilities
- End-to-End Project Lifecycle Management
Manage your entire project—from sales and quotes to project planning, resource assignments, time tracking, billing, and accounting—all in one unified system.
- Accurate Project Planning & Forecasting
Use built-in scheduling tools, Gantt charts, and integration with Microsoft Project to create accurate project plans and forecasts.
- Resource Management & Optimization
Identify the right resources based on skillsets, availability, and location. Optimize utilization through intelligent scheduling and capacity forecasting.
- Time & Expense Tracking
Enable your teams to submit time and expenses easily using mobile or web apps. Automate approvals and gain real-time visibility into project costs.
- Integrated Financials
Track budgets, invoicing, revenue recognition, and profitability with seamless integration into Dynamics 365 Finance or other ERP systems.
- Insightful Dashboards & Reporting
Monitor key KPIs such as project margins, burn rates, and resource utilization through Power BI dashboards and real-time analytics.
- Seamless Collaboration
Enhance team collaboration through Microsoft Teams integration—share files, chat in context, and manage project tasks with ease.
Transform Your Project Delivery with Dynamics 365 Project Operations
| Deal management | Project planning | Resource management | T&E entry and approval | Project costing, pricing, actuals | Invoicing | Project financials |
| Multiple contract types | Project scheduling | Skills management | Intuitive web, mobile experiences for entry | Mark-ups & overrides for cost & bill rates | Periodic invoices | Revenue recognition |
| Lead to project contracts | Interactive Gantt, Kanban boards | Resource request and proposals | Approval time edits | Catalog pricing for products and services | Invoice corrections | Committed costs |
| CPQ for services | Accurate estimates | Reconciliations for bookings, assignments | Deep expense management | Transaction corrections | Configurable summarization | Project accounting |
| Advanced contracting limits | Dependencies and constraints | Configurable filters, search | Automated receipt capture (OCR) | Integration to financial system | Word-based invoice templates | Retainage and pay-when-paid |
At RAMA Corporate IT Solutions LLP, we specialize in implementing, customizing, and supporting Microsoft Dynamics 365 Project Operations to align with your unique business needs. Whether you’re transitioning from manual processes or upgrading from legacy systems, our team ensures a smooth, future-ready transformation.
Empower your teams with agility, precision, and collaboration at every stage of the project lifecycle. Whether you’re managing a few projects or thousands, Dynamics 365 Project Operations enables you to consistently deliver excellence—with greater visibility, control, and profitability.
At Orritech our culture comes to life through three core values:
We guide our clients through difficult issues, bringing our insight and judgment to each situa- tion. Our innovative approaches create original solutions to our clients’ most complex domes-tic & multi jurisdictional deals and disputes.
By thinkingn behalf of our clients every day, we anticipate what they want, provide what they need & build lasting relationships.These are the concept that shape our distinctive culture & differentiate us from others.
We guide our clients through difficult issues, bringing our insight and judgment to each situa- tion. Our innovative approaches create original solutions to our clients’ most complex domes-tic & multi \jurisdictional deals and disputes.