Microsoft Dynamics 365: Project Operations
Connect your project-centric business
Microsoft Dynamics 365 Project Operations is designed to support project-based organizations by providing tools for project management, resource planning, and financial tracking. It helps teams collaborate across sales, project execution, and finance to improve visibility and coordination.
Sales
Project Execution
Finance

Key Features of Dynamics 365 Project Operations
Project Management
Supports project planning, task management, and tracking progress.
Resource Allocation
Allows for assigning resources based on availability and skills.
Financial Tracking
Provides budgeting, forecasting, and cost tracking capabilities.
Team Collaboration
Helps connect different project functions with shared data and communication tools.
For a more in-depth understanding of Dynamics 365 Project Operations, visit Microsoft’s official product page.
Why choose PlanAutomate for Dynamics: We do things differently
Process-first Approach
We don’t just implement technology. We start with your business processes. We analyze and reengineer your processes for optimal efficiency and then provide the technology to systemize them.
- Ensures your processes are set up in the most efficient manner
- Makes certain the system you use is aligned with your processes and delivers maximum value
Project Expertise
Our consultants come directly from project-driven organizations like yours with decades of complex project management experience and having gone through technology-driven transformations themselves.
- Ensures we understand your problems thoroughly
- Enables us to provide service beyond what anyone else in the Dynamics ecosystem can do
Broadest Technology Options
We offer the widest array of project solutions in the Microsoft Dynamics ecosystem, including Project Operations as well as our own Project Automation system. This allows us to serve straightforward service organizations as well as the most complex engineering and project-driven manufacturing companies.
- Ensures you get the right set of technology to solve your problems
- Enables you to grow and scale your company on the same platform
PlanAutomate is the only partner in the Microsoft ecosystem with this distinct project-driven business focus.
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