AI-powered Dynamics 365 Project Operations

Boost project profitability with Dynamics 365 Project Operations by connecting all project-centric functions on a single ERP platform. Enable unified project management to win more deals, improve margins, and gain end-to-end visibility. Optimize project execution, maximize resource utilization, and accelerate delivery with real-time insights across planning, delivery, and financials.

Project Financials & Billing Control

Manage project costs, billing, revenue recognition, and profitability seamlessly by integrating Project Operations with Dynamics 365 Finance.

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Real-Time Project Analytics & Insights

Track timelines, costs, utilization, and margins with interactive Power BI dashboards built specifically for project-driven businesses.

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AI-powered Dynamics 365 Project Operations

Why does your business need Dynamics 365 Project Operations?

End-to-End Project Orchestration

End-to-End Project Orchestration

Project planning with Copilot before execution ensures a seamless flow without hassles or confusion. Execute projects as planned while Copilot helps monitor progress in real time, identify loopholes or bottlenecks, and surface actionable insights. Stay in control throughout delivery and complete projects successfully to achieve the desired outcomes.

Intelligent, Skill-Based Resource Allocation

Intelligent, Skill-Based Resource Allocation

It is important to have the right people with the right skills work on the right project tasks. Use this strategy and actionable insights generated by Copilot in Dynamics 365 Project Operations to allocate resources for each project task and create a cohesive team that maximizes each resource’s talent to ensure successful project delivery.

Cross-Functional Collaboration at Scale

Cross-Functional Collaboration at Scale

Ensure effective collaboration and coordination between different functional teams, including sales, marketing, technical, and finance. Have regular communication on project updates and challenges to stay up-to-date on next steps.

Real-Time Project Execution Visibility

Real-Time Project Execution Visibility

Automate the data collection, storage, and its flow to different project teams for use in processes. Manage its accessibility, permissions, and analysis to generate AI-powered business intelligence reports to ensure real-time visibility across the entire project lifecycle.

AI-Driven Expense and Timeline Control

AI-Driven Expense and Timeline Control

Determine the schedule and optimum feasible budget for the project before execution. Use automated workflows, AI-defined rules, and KPIs to enable project teams to align with the timelines and expenses.

Copilot in Dynamics 365 Project Operations

Project management

Copilot in Dynamics 365 Project Operations helps you set tasks and manage schedules, allocate resources, track expenses, and generate insights using dashboards and analytics to facilitate collaboration, resulting in continued project success.

Financial management

Manage intuitive dashboards that help generate quotes, track expenses, bill clients, and ensure compliance with accounting standards smoothly.

Time management agent

Manage project timelines by defining and tracking start and end times for each phase and task using automated workflows and timesheets to monitor project completion.

Deal management

Create standardized templates for varied contract types with detailed price and timeline estimates based on insights from Copilot to enhance efficiency in pipeline management.

Resource management

Maintain employees’ skill and experience records, match them with projects, and distribute workloads based on expertise to increase project productivity.

Project visibility

Make informed decisions based on a 360-degree, real-time view of the project in progress, including AI-driven insights, critical KPIs, and changing market conditions.

AI Agents in Dynamics 365 Project Operations

Expense Agent

Catching up on emails after a work trip is challenging enough without the added burden of expense reporting. The Expense Agent in Dynamics 365 Project Operations simplifies this process by using AI to extract key details from receipts, including vendor, amount, date, and category, while intelligently suggesting expense classifications aligned with company travel and expense policies.

Time Entry Agent

Reduce time spent on manual time entry and tracking updates while gaining real-time insights into project performance. The Time Entry Agent Iin Dynamics 365 Project Operations prompts employees with smart reminders and contextual guidance to capture hours accurately and on time. This improves billing accuracy, payroll, and visibility into resource utilization across projects.

Grab more project opportunities and streamline their execution with Microsoft’s AI-powered ERP solution.

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Our services

The all-new AI-powered Dynamics 365 Project Operations solution simplifies your project planning, execution, and completion. Partner with Intech to implement this solution and reduce deal cycles, capitalize on resource use, build visualizations, achieve compliance, and boost business performance.

Implementation

Implementation

Based on your business needs, industry trends, and project types, our team deploys the right solution for your organization. We also offer tailored customizations aligned with your budget and goals to enhance performance and deliver measurable business outcomes. We offer both waterfall and agile implementation services to help you go-live faster and with confidence.

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Migration

Migration

Move beyond legacy project management tools with a seamless migration to Microsoft’s AI-driven business solution, guided end to end by Intech. We free you from the hassle of managing the technical complexities of the migration process with minimum downtime and maximum data integrity.

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Training

Training

Make the best use of the powerful Dynamics 365 Project Operations with our expertise. Our training programs enable necessary skill development, practical knowledge gaining, and hands-on experience to ensure a smooth transition.

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Support

Support

Intech offers post-go-live support and extended support to help your teams with better management. We provide all-around support to ensure seamless and satisfactory experience of using this AI-powered ERP transformation solution.

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Powerful Extensions that supplement the Dynamics 365 Project Operations Solution with additional functionalities

Approval Matrix

Approval Matrix

Streamline and organize your approval process for invoices, projects, and contracts with this extension from Intech and get real-time insights into your approval requests.

Approval Management

Approval Management

With bulk approvals, multi-level approval matrices, custom approval workflows, resource delegations, and approval history features in this module, you can manage approvals in your projects easily and smoothly.

SignaturePro

SignaturePro

Digitally signing and maintaining records of finance and compliance documents becomes a breezy exercise with this extension integrated into your Project Operations solution.

Drawing Management

Drawing Management

Manage engineering drawings and related documents directly within Dynamics 365. This extension from Intech helps you stay competitive owing to better control and traceability.

Flexible Licensing Options for Dynamics 365 Project Operations

Dynamics 365 Project Operations

We provide a single license package covering all the AI-driven project management modules that facilitate collaboration, project visibility, and successful delivery.

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Successful Customer Stories

Want to experience the benefits of Dynamics 365 Project Operations first-hand?
Achieve comprehensive project management support to ensure continued growth and innovation for your business.

JK Fenner enhances dealer engagement with Dynamics 365

Product
Dynamics 365
Industry
Manufacturing
Region
India
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A USA manufacturer efficiently manages data to generate insights with Microsoft Fabric

Product
Microsoft Fabric
Industry
Manufacturing
Region
USA
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Jewellery manufacturer and retailer leverage Power Apps to enhance process efficiencies and productivity

Product
Dynamics 365 Finance & Operations
Industry
Manufacturing
Region
India
Read Story
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Frequently Asked Questions

Dynamics 365 Project Operations is built on the secure and data-compliant cloud computing platform, Azure. This platform uses multi-factor authentication, strong encryption models, and role-based access controls to protect stored data in storage and during the flow. The compliance certifications and monitoring tools guarantee data security and authorized access.

You can request any amount of customization for the AI solution for business. You can customize the workflows, dashboards, and reports to get only the features your project requires for its successful management. Based on your project and its process, you can select relevant modules needed to reach the desired outcomes.

Sure. You can contact our team to book a demo. This demo will help you assess how the solution aligns with your project needs and which sections will make a difference to your project results.

This project management AI solution for operations is integrated with Microsoft Teams to enhance collaboration. It creates a central hub for sharing data, chatting, making calls, organizing meetings, and managing all project discussions. It enables cross-functional collaboration and coordination through client interaction and engagement, end-to-end project visibility, and document sharing.

Intech is a certified Microsoft solutions partner, offering credible AI-powered automation in the Microsoft ecosystem with top-notch services. By associating with us, you receive the following:

  • Tailored solutions to your unique business models, industry challenges, and the company’s goals
  • Tangible results and strategic advantages at cost-effective prices for higher ROI
  • Guarantee of the customer’s data safety and security
  • Continued support services throughout the project lifecycle to achieve the desired goals