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Dynamics 365 Project Operation

Plan, execute, and monitor projects efficiently & lead to improved project delivery.

In Dynamics 365 Business Central’s Project Management module, users gain comprehensive control over project operations. From project inception to completion, users can efficiently manage tasks, allocate resources, track time and expenses, and generate accurate billing and invoicing. With integrated reporting and analytics, users can gain valuable insights into project performance and make informed decisions to optimize project outcomes. Seamlessly integrating with other modules, the Project Management module empowers users to streamline project workflows, enhance collaboration, and ultimately drive business success.

Top Features of Dynamics 365 Project Operation Module

Explore how it help businesses manage costs, and resources associated with each project

Project Setup

Users can set up new projects, define project details such as project name, description, start date, end date, and other relevant information.

Project Budgeting

Business Central allows users to create budgets for projects, including estimates for labor, materials, and other expenses. Budgets can be compared with actual costs to monitor project financial performance.

Task Management

Project tasks can be defined, scheduled, and assigned to team members. Users can set task dependencies, milestones, and deadlines to manage project timelines effectively.

Time Tracking

Business Central enables users to track time spent on project tasks by employees, contractors, or vendors. This feature helps in monitoring project progress and calculating labor costs accurately.

Expense Management

Users can record project-related expenses such as travel, materials, and other miscellaneous costs. Expenses can be allocated to specific projects for accurate cost tracking.

Billing and Invoicing:

Business Central allows users to create invoices based on project milestones, time and materials, or fixed-price contracts. Invoices can be generated automatically or manually and sent to customers for billing purposes.

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