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![[Translate to English:] Junge Mitarbeiterin von MODUS Consult sitzt an einer Theke im Kantinenbereich und arbeitet entspannt an ihrem Laptop.](/fileadmin/_processed_/1/9/csm_Header-Project-Operations-1920x1080_1134_84354f063e.jpg)
Microsoft Dynamics 365 Project Operations
Successfully manage projects – from planning to billing
![[Translate to English:] Junge Mitarbeiterin von MODUS Consult sitzt an einer Theke im Kantinenbereich und arbeitet entspannt an ihrem Laptop.](/fileadmin/_processed_/1/9/csm_Header-Project-Operations-1920x1080_1134_2733923437.jpg)
Many companies struggle with fragmented processes: projects are managed in Excel, budgets are tracked manually, and resources are unevenly utilized. Limited transparency makes it difficult to make informed decisions, and management often only gets a complete view of project status at a late stage.
Dynamics 365 Project Operations brings clarity to this situation. The solution combines project management, resource planning, financials, and billing in one central system - fully integrated into the Microsoft ecosystem. This enables end-to-end processes, real-time transparency, and greater efficiency across the entire project lifecycle.
Challenges in project-based businesses
- Limited transparency across projects, budgets, and profitability
- Unclear resource planning and inefficient utilization
- Quotes are time-consuming, inaccurate, or prone to errors
- Multiple standalone solutions (Excel, email, specialized tools) lead to duplicate work
- Project management without a unified system
- Manual processes slow down planning and billing
- Incomplete information for management
All data in one system with Dynamics 365 Project Operations
From the first inquiry through to final billing.
- Central platform: All project and financial data in one integrated system
- Real-time transparency: Full visibility into progress, costs, and profitability
- Efficient resource planning: Optimize availability and skill allocation
- Seamless integration: Connected with Microsoft 365, the Dynamics platform, and the Power Platform
- End-to-end processes: From quoting to project execution and billing - all in one flow
We support you at every step
- Dynamics 365 Project Operations: End-to-end solution for project management, resource planning, financials, and billing
- Microsoft 365 integration: Connected to Teams, Outlook, Excel, and SharePoint for seamless collaboration
- Dynamics platform integration: Integrated with Marketing, Sales, Service, Finance, and additional modules
- Power Platform services: Power BI (reporting), Power Apps (custom applications), Power Automate (process automation)
- Consulting and implementation: Analysis, customization, and deployment of the solution
- Training and support: User training and ongoing guidance
Your benefits
- All in one system: Fully integrated from project costing and quote creation through billing and post-calculation
- Full transparency: Real-time insights into projects, costs, and resources
- Greater efficiency: Automated processes, fewer errors, faster decision-making
With MODUS Consult, you benefit from:
- Deep integration into the Microsoft ecosystem (Dynamics 365, Microsoft 365, Power Platform)
- Extensive project experience and industry expertise in the mid-market
- Flexibly scalable solutions - from single projects to international rollouts
What you can expect
- A complete end-to-end solution for project management, financials, and resource planning
- Seamless integration with Microsoft 365 for improved collaboration
- Real-time transparency across projects, budgets, and utilization
- Tailored customization aligned with your processes and requirements
- Support from experienced experts - from implementation through ongoing support
Your value at a glance
Higher profitability
Projects are managed transparently, and budgets are maintained.
Better resource utilization
Use resources efficiently and increase productivity.
Faster outcomes
From costing through billing without system breaks.
Real-world example: MaxSolar
Initial situation:
The solar and energy specialist MaxSolar faced the challenge of combining rapid growth with increasingly complex project processes. Multiple standalone systems led to additional effort and a lack of transparency.
Solution:
With Dynamics 365 Project Operations, a unified platform was implemented across all business areas.
Results:
- Full transparency across projects, budgets, and resources - in real time
- Faster processes through automation
- Scalability for new business areas such as e-mobility and energy storage
- High user adoption thanks to the familiar Microsoft environment
Customer value:
Today, MaxSolar can efficiently manage a growing number of projects, deliver them profitably, and provide innovative energy solutions to customers more quickly.
FAQ
Project Operations combines sales, resource management, project execution, and financials into a single solution. It supports the entire project lifecycle - from quoting and delivery to profitability analysis.
Project Operations is primarily designed for organizations and service providers where sales, resource planning, project execution, and billing are closely interconnected.
Project managers have full visibility into project progress, budgets, risks, and resource utilization at all times. All time entries, costs, and revenues are captured in real time, making project control easier and enabling early detection of deviations.
Project Operations uses AI-powered capabilities for forecasting, resource recommendations, and risk indicators. Combined with the Power Platform, repetitive tasks can be automated, data can be consolidated, and project-related workflows become more efficient.