Professional services organisations — consultancies, technology firms, engineering companies, managed service providers — all face the same fundamental challenge: the systems that manage sales, the systems that manage delivery, and the systems that manage finance are rarely the same system, and the friction at every handover point costs margin, time, and accuracy. A deal is won in the CRM, re-entered into a project management tool, tracked in a separate timesheet system, and finally invoiced from a finance application that has no visibility of actual project progress.

The result is delayed billing, disputed invoices, resource conflicts that nobody saw coming, and a finance team that can only tell you last month’s project profitability rather than today’s. Dynamics 365 Project Operations closes these gaps by connecting the entire project lifecycle — from opportunity through to invoice and revenue recognition — on a single platform, giving every stakeholder the real-time visibility they need to make the decisions that protect project margin.

Dynamics 365 Project Operations is Microsoft’s end-to-end project management and accounting platform — built specifically for professional services and project-based organisations. It connects sales (via Dynamics 365 Sales), project planning and delivery, resource management, time and expense, and project accounting and invoicing on a single platform underpinned by Microsoft Teams and the Power Platform.

Finsys Apps implements Dynamics 365 Project Operations for consultancies, technology firms, engineering services organisations, and any business that delivers work on a project basis. We configure the platform around your specific engagement model — whether you bill time-and-materials, fixed-price, or on a milestone basis — and we integrate it with your existing Dynamics 365 Finance or Business Central environment so project financials flow directly into the general ledger.

Project Operations provides a fully featured project planning workspace — work breakdown structures, task scheduling, dependency management, and milestone tracking — integrated natively with Microsoft Teams and Project for the web so your delivery team works in the tools they prefer while all the data flows back into the central system automatically.

Project managers have real-time visibility of progress against plan, budget consumption, and risks — with Copilot AI available to summarise project status, flag tasks at risk, and draft progress reports. Customers can be given access to a project portal showing live status, upcoming milestones, and document deliverables, reducing the volume of status update meetings and improving transparency throughout the engagement.

Your people are your delivery capacity — and managing who is available, at what skill level, and for how long, across a portfolio of concurrent projects is one of the most complex operational challenges in any services business. Dynamics 365 Project Operations provides a resource management workspace that gives resource managers visibility of capacity, utilisation, and skills availability across the entire organisation, with project demand requirements visible alongside current bookings.

Generic and named resource booking enables project managers to plan with placeholders during the sales phase and confirm specific individuals as the project is confirmed and scoped. AI-powered resource suggestions match project skill requirements to available resources automatically, and the universal resource scheduling capability ensures that resource allocation across projects, service, and field work is coordinated from a single planning surface.

Capturing time and expense accurately, getting it approved quickly, and converting it into invoices without delay is the revenue engine of any services business — and it is also the process that causes the most friction between delivery teams and finance. Dynamics 365 Project Operations provides a modern, mobile-friendly timesheet and expense interface that makes submission fast, and an approval workflow that is configurable to match your governance requirements.

Approved time and expense flows directly into the project accounting module, updating actual costs, WIP, and revenue recognition in real time. Invoice proposals are generated automatically based on the contract type — time-and-materials, fixed-price milestone, or retainer — and once approved by the project manager, invoices post directly to Dynamics 365 Finance or Business Central for dispatch to the customer. The complete billing cycle from timesheet to dispatched invoice can run in a fraction of the time it takes in disconnected systems.

In most professional services organisations, winning a new project triggers a chain of manual steps: the sales team notify delivery, the delivery team set up a project in their tool, the finance team create a project code, and somewhere in this chain important detail from the proposal gets lost or mistranslated. Dynamics 365 Project Operations eliminates this entirely by connecting the sales opportunity directly to the project setup.

During the sales phase, the opportunity includes a project estimate — a work breakdown structure with role-based resourcing and pricing that forms the commercial basis of the proposal. When the deal is won, this estimate becomes the project plan with a single click: tasks, resources, budget, and contract terms all carry forward with no re-keying. The sales team’s pipeline is visible to resource managers, giving them the forward visibility they need to start planning capacity before the contract is signed.