Microsoft Dynamics 365 Solutions
The Microsoft Dynamics 365 Project Operations system enables organizations to deliver consistent customer engagement experiences with a comprehensive support system. This end-to-end sales, planning, delivery and billing solution helps these project-based organizations deliver engaging experiences on-time and within budgets, keeping costs low and systems running smoothly.
The Dynamics 365 Project Operations system offers several functions to help manage & automate services:
The Project Operations system includes an integrated sales dashboard, highlighting opportunities in each project to improve profitability and feasibility. The dashboard helps streamline the sales manager experience so they can quickly create projects and contracts, track labor costs and generate SOWs. The dashboard also allows managers and teams to collaborate in real-time, communicating with customers through an online customer portal to discuss project quotes, resources and details.
Integrated project templates help simplify the planning process, making it easier for sales managers to visualize costs, estimate resources and define project parameters. The system also makes use of Microsoft Project to provide a project scheduling and management suite, integrating the planning process into the workflow.
A consolidated scheduling engine helps optimize resource assignment tasks, ensuring that schedules match throughout all modes of service so the right people are placed on the right projects as soon as possible. With this system, all managers and sub-contractors are notified of their project responsibilities and can collaborate to more efficiently manage labor and resources. The system also empowers your company’s consultants to directly apply for positions and roles within projects, matching their skills to your project parameters through a mobile portal.
Office 365 productivity tools allow your team to communicate more effectively, with easy-to-use mobile solutions available to team members, customers and partners alike. Discuss project deliverables and tasks more quickly and efficiently with real-time status and performance indicators and updates, and react immediately when project risks arise.
Integrate project time and expense reports with calendar-based solutions. Track project schedules, update ongoing labor costs and stay informed on project time estimates using project calendars so projects are delivered on-time and billed correctly. This system is even available on mobile devices for easy access.
The system also includes a comprehensive billing dashboard, which allows project managers and customers to review, track and approve all costs involved in an ongoing project. The system also allows managers to automatically generate and distribute accurate invoices, sending them over email or through web portals. The system even integrates with the best back-office financial accounting applications, meaning less data entry responsibilities for managers and their teams.
The system also uses robust analytics and interactive dashboards to keep your team updated on opportunities in your business. By monitoring company data, the system identifies opportunities and presents solutions to help optimize your business’ performance, delivering results through interactive, role-based dashboards to increase visibility.
