Project Operations

Control spend with Dynamics 365 Project Operations

With a powerful suite of tools to manage the financial side of your projects, Dynamics 365 Project Operations helps you control spend, reduce waste, and increase visibility. Our experts have over 20 years’ experience deploying Microsoft’s solutions. 

Protect margins

Accurate forecasting

Reduce waste

Dynamics 365 Project Operations illustrating project cost control and task tracking

The Problem

Too many projects still go over budget

Overspend, inaccurate estimates, and poor expense visibility cut into your bottom line. Many organizations lack a reliable, centralized, and real-time method for tracking and analyzing project costs or accurately forecasting spend – which means they cannot take preventative action when things start to go wrong. Microsoft’s Dynamics 365 Project Operations gives you powerful tools to understand project finances and reduce risk.

Dynamics 365 Project Operations icon

Benefits

Get clarity with Dynamics 365 Project Operations

Dynamics 365 Project Operations gives project managers and finance departments a true, single, and real-time view of all project costs. It is a powerful platform, but must be configured to the needs of your industry and the kinds of projects you take on. At XPLUS, our experts have years of experience configuring the solution to the requirements of businesses like yours.

Identify problems early

Dynamics 365 Project Operations gives you a single, centralized dashboard to maintain visibility into project spending, expenses, and resource allocation. You can quickly see if unexpected costs are mounting – and make adjustments.

Boost productivity with AI

With Microsoft’s Copilot AI built in, you benefit from smart technology that can instantly generate status reports, risk assessments, or even build project task plans. Our experts train the technology on your data while ensuring security, privacy, control, and compliance.

Improved project performance

Dynamics 365 Project Operations brings you dozens of features that improve cashflow, collaboration, report production, expense processes, and beyond. We have deep experience of configuring these tools to the needs of businesses in multiple industries – from construction to real estate development, manufacturing to retail – and beyond.

More accurate costing

We train the technology on your data to improve costing and quote accuracy. This allows your teams to produce estimates faster and sign deals sooner. It also reduces your risk of taking on unprofitable projects.

Simplified processes

Reduce friction around common project costs such as timesheets and expense processes. We help you set up standardized project templates and forms for easy submission and approval. Save your team hours of admin each week.

Better collaboration

Provide a single place for project managers, finance, and sales to view project spending, estimates, progress, cashflow, and more. With all information in one place, different teams can collaborate effectively. We configure access and dashboards for secure, transparent, and flexible collaboration.

Abstract glass keyhole shape with floating purple and transparent spheres, representing secure access and data visibility in Dynamics 365.

Resource

Confidence and Risk Compliance

Workflow security in Dynamics 365

Introduction Some organizations require that some of the business processes are approved by a user different than a person who has actually entered the given record. Are there some additional security privileges that you could use then?

Testimonials

"We were impressed with the technology from XPLUS SA and excited to incorporate it within the ERP portfolio of Microsoft Dynamics 365​ to deliver robust governance, efficient user management, and cost-effective licensing strategies for our customers."

Mike Ehrenberg, CTO, Microsoft Dynamics 365
Mike Ehrenberg, CTO of Microsoft Dynamics 365

Contact us

Your partner in all things Dynamics 365

XPLUS is the only organization to combine hands-on Dynamics 365 implementation projects with automated tools for testing, security, and observability. Contact our team to find out what we can do for you.

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