- Contact us: office@woods.consulting
- Contact us: office@woods.consulting
- Customer Support
Dynamics 365 Project Operations Consulting & Implementation
We implement, integrate and support Microsoft Dynamics 365 Project Operations for project-based businesses: quoting and estimation, project planning, resourcing, time and expense, and billing. Microsoft partner, fixed-scope projects, support after go-live.
Why work with a Dynamics 365 Project Operations consultant
Project Operations spans sales, delivery and finance, and the out-of-the-box setup rarely matches how a firm actually quotes, staffs and bills its projects. As a Microsoft partner, Woods Business Solutions designs the project lifecycle first – estimation, contract types, roles and rates, approvals, billing rules – and then configures Dynamics 365 Project Operations around it, integrated with your ERP, Teams and Power BI.
Implementation
Scoping workshop, process design and configuration: project templates, roles and price lists, contract and billing types (fixed price, time and materials, retainer), time and expense approvals, resource scheduling and Project for the web. Delivered in fixed-scope phases with a first release your project managers use early.
Integration & migration
Integration with Dynamics 365 Finance, Business Central or your existing ERP for invoicing and revenue recognition, plus Teams, Outlook and Power BI. Migration of customers, open projects, contracts and budgets so teams keep their history from day one.
Support & optimisation
Dynamics 365 Project Operations support after go-live: user questions, changes to templates, rates and approval flows, release updates and new features. Named consultants who know your setup, plus regular reviews to improve utilisation, margin visibility and billing accuracy.
What a well-implemented Project Operations delivers
Dynamics 365 Project Operations brings project delivery, resourcing, time and expense capture and financial visibility into one connected platform. Configured properly – with standardised templates, approvals and billing rules – it gives you real-time margins, faster invoicing and predictable delivery from quote to completion, without disconnected spreadsheets. Our job is the “configured properly” part.
Dynamics 365 Project Operations capabilities we implement
Project Operations covers the full project lifecycle. Our consulting work is deciding which capabilities your firm needs, configuring them properly and leaving out what would slow your project managers down.
Opportunity management
Track potential projects, expected revenue, costs, and margin early in the sales cycle — so your team can qualify opportunities faster and prepare more accurate project forecasts.
Project planning
Plan tasks, dependencies and milestones in the integrated Project for the web workspace, build estimates from roles and rates, and track schedule and cost against baseline. We set up project templates and estimation so a new project starts from a proven structure instead of a blank page.
Resource Management
Gain visibility into resource availability, skills, and demand so you can assign the right people to the right work. Better resource planning helps improve utilization and supports more predictable delivery.
Time and expense management
Capture time and expenses quickly and accurately so project work is costed correctly and billing stays on track. Teams can record effort against tasks and deliverables with less manual overhead.
Customer Billing
Wondering whether Dynamics 365 Project Operations fits your business, or running one that project managers work around in spreadsheets? Book a free 30-minute scoping call. We look at how you quote, staff and bill projects, show what an implementation or support engagement would involve and give you an honest estimate of effort and cost.
Dynamics 365 Project Operations consulting FAQ
The questions we hear most often before a Project Operations project starts.
How much does a Dynamics 365 Project Operations implementation cost?
Scope drives it: number of project managers and resources, contract types, and whether you need Dynamics 365 Finance integration or a lighter link to Business Central or another ERP. After a free scoping call we price the implementation as a fixed-scope project covering design, configuration, migration and training, plus the Microsoft licences per user. You get a written offer, not an hourly estimate.
How long does an implementation take?
A first release covering quoting, project planning, time and expense and invoicing for one business unit typically takes eight to twelve weeks. Finance integration, multi-entity setups and revenue recognition follow in phases.
Do we need Dynamics 365 Finance to use Project Operations?
No. Project Operations is available in a lite deployment that runs from deal to proforma invoice without Dynamics 365 Finance. For firms that invoice from Business Central or another ERP we run that deployment and integrate invoicing and actuals; where Finance is in place we use the native integration for accounting and revenue recognition.
Can Project Operations work together with Field Service?
Yes. Project work can be dispatched as Field Service work orders, so the same technicians handle project and service jobs and their time and costs flow back to the project. We implement both applications and the integration between them.
Do you offer ongoing Project Operations support?
Yes. Support retainers cover user questions, changes to templates, rates and approvals, release updates and new features. You work with named consultants who know your setup, not a ticket queue.
I'm here to help!
I would be pleased to answer any queries you have.
Zachary Woods
Business Consultant
- +1 (941) 350 6707
- sales@woods.consulting
Find out how we can help transform your project business with
Microsoft Dynamics 365 Project Operations and WBS apps.