Unify Your Project Ecosystem with Microsoft Dynamics 365 Project Operations
AlphaBOLD can implement and optimize Microsoft Dynamics 365 Project Operations, to connect your project-centric business into a unified hub.
Fast-Track Your Projects with Microsoft for Project Operations
Dynamics 365 Project Operations allows businesses to manage their projects starting from a sales lead, all the way to project closure. Seamless integrated into the Microsoft technology stack, Project Operations blends the functionality of Microsoft Project, with the agility and flexibility of Microsoft Dynamics Sales. AlphaBOLD is a Microsoft Gold Dynamics Partner and a 2021 MSUS Partner Award Winner. With 70+ experienced Dynamics experts, we leverage our collective industry knowledge to develop customized action plans tailored to the exact needs of your business.
DYNAMICS 365 PROJECT OPERATIONS CAPABILITIES
| Deliver Exceptional Deal Management Experiences | Simplify Time Tracking & Expense Management | Drive Success Through Enhanced Project Management | Maximize Profitability with Streamlined Financials | Optimize Resource Utilization | Improve Business Acumen To Drive Success |
|---|---|---|---|---|---|
|
Win more bids with better contract management and more accurate project quotes, forecasting, and estimation. |
Submit, approve, process, and reconcile time and expense entries on the go for faster reimbursement and client billing. |
Flexibly manage projects with easy-to-use embedded Microsoft Project capabilities including Kanban boards and Gantt charts. |
Manage your project accounting and maintain in compliance with International Financial Reporting Standards. |
Access resourcing insights, scheduling, governance, and skills matching that are needed to optimize your project staffing. |
Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data. |
| Deliver exceptional deal management experiences | Simplify time tracking and expense management |
|---|---|
|
Win more bids with better contract management and more accurate project quotes, forecasting, and estimation. |
Submit, approve, process, and reconcile time and expense entries on the go for faster reimbursement and client billing. |
| Drive success through enhanced project management | Maximize profitability with streamlined financials |
|---|---|
|
Flexibly manage projects with easy-to-use embedded Microsoft Project capabilities including Kanban boards and Gantt charts. |
Manage your project accounting and maintain in compliance with International Financial Reporting Standards. |
| Optimize resource utilization | Improve business acumen to drive success |
|---|---|
|
Access resourcing insights, scheduling, governance, and skills matching that are needed to optimize your project staffing. |
Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data. |
Leverage AlphaBOLD's End-to-End CRM Services
Consulting
Our CRM consultants become an extension of your team, understanding your unique needs and crafting a strategic roadmap for success with Dynamics 365 for project operations.
Implementation
seamlessly implement and configure Dynamics 365 for Project Operations to perfectly match your workflows, maximizing efficiency and user adoption.
Configuration
AlphaBOLD configures fields, dashboards, and automation rules to optimize user experience. Streamline processes and eliminate manual data entry with custom workflows built to your unique business requirements.
Integration
Connect your CRM seamlessly with existing systems like ERP or marketing automation. AlphaBOLD ensures data flows smoothly for a unified view of your customer journey.
Custom Development
Need functionality beyond standard Dynamics 365 features? AlphaBOLD's custom development team builds extensions to bridge any gaps and fulfill your specific needs.
Ongoing Support
Our commitment doesn't end at implementation. AlphaBOLD provides ongoing support to ensure your CRM continues to meet your evolving needs.
Ready to start with Dynamics 365 Project Operations?
AlphaBOLD Driving Industry-Specific Success with Dynamics 365 for Project Operations
AEC
Streamline communication across architects, engineers, and contractors with real-time data and centralized document management.
Retail
Manage complex store buildouts, renovations, and marketing campaigns efficiently with automated workflows and real-time inventory allocation.
Manufacturing
Optimize resource allocation, track production progress, and manage product lifecycles with data-driven insights.
Healthcare
Ensure project compliance, efficiently manage medical staff resources, and integrate patient data for smoother care delivery.
The Power of AI in Dynamics 365 Project Operations: Introducing Copilot
Dynamics 365 Project Operations takes project management to the next level with the integration of Copilot, an intelligent assistant powered by generative AI. This innovative approach harnesses the power of artificial intelligence to streamline workflows, boost efficiency, and empower project managers.
How AI Makes a Difference
The magic lies in Copilot’s ability to automate key tasks traditionally performed manually. By leveraging natural language processing, Copilot can:
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FAQ’s
The Project Service Automation application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. The app enables you to:
- Plan projects, and create estimates and work schedules
- Estimate and track project cost and revenue
- Forecast resource requirements for projects in the pipeline
- Track project progress and cost consumption
- Manage quoting, pricing, and billing for projects
- Assign and manage resources
- Use reports and interactive dashboards to monitor key performance indicators for successful projects
In addition, to help you monitor and control costs for your project-based work, individual consultants easily enter and track project time and expenses either on mobile or using a web browser.
