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Dynamics 365

Dynamics 365 Project Operations

Estimation, resourcing, delivery and billing connected, so commercial context survives into delivery.

Technologies

  • Dynamics 365 Project Operations
  • Dataverse
  • Power BI
  • Microsoft 365

Projects lose money in the gap between the estimate and the plan. Connecting them keeps assumptions visible when change requests arrive.

Business outcomes

Preserved assumptions

The reasoning behind the price is available to the delivery team.

Resource visibility

Capacity and skills considered before commitment.

Less contentious change control

Change assessed against a recorded baseline.

Capabilities

Estimation and quoting

Structured work breakdown with assumptions captured as data.

Resource management

Skills, availability and utilisation across the portfolio.

Delivery tracking

Time, cost and progress against the agreed baseline.

Billing and revenue

Milestones, recognition and invoicing connected to delivery.

How we deliver it

  1. Discover

    Process mapping with the people who use the system, separating genuine requirements from inherited habit.

  2. Design

    Data model, process stages, security model and integration approach, with decisions recorded.

  3. Configure

    Configuration-first build in reviewable increments.

  4. Migrate

    Data cleansing with the business, then staged migration with validation at each wave.

  5. Adopt

    Role-based enablement, hypercare and usage review.

Next step

Considering Dynamics 365 Project Operations?

We will give you an honest view of the effort involved, the prerequisites and the risks, before anyone signs anything.

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