Sales
Agree the scope, estimate and contract, with a clear commercial starting point for delivery.
Dynamics 365 Project Operations
Keep the promise, the plan and the project connected.
Bring project sales, people, delivery and billing preparation into a shared view. We shape Dynamics 365 Project Operations around how you quote, staff and deliver work.
Consulting · Implementation · Integration · Support
Illustrative example
CustomerAcme Industries
Project managerMaya Sharma
Commercial starting pointScope and contract agreed
Scope agreedDelivery planIllustrative sequence
WorkstreamPlanBuildTestHandover
DiscoveryRequirements workshop
ConfigurationProcess design and build
ValidationTeam scenarios and checks
HandoverTraining and ownership
Next milestone Design review with the project team
From the agreed scope to billing ready for review.
Follow an illustrative implementation project through the handovers between sales, delivery and finance.
CustomerAcme Industries
Project managerMaya Sharma
Commercial starting pointScope and contract agreed
Scope agreedDelivery planIllustrative sequence
WorkstreamPlanBuildTestHandover
DiscoveryRequirements workshop
ConfigurationProcess design and build
ValidationTeam scenarios and checks
HandoverTraining and ownership
Next milestone Design review with the project team
Current step
Keep the agreed scope with the project
Capture the estimate, commercial terms and intended deliverables so the delivery team can see what was agreed.
Sales team
- Customer
- Acme Industries
- Engagement
- CRM implementation
- Starting point
- Scope and contract agreed
This example does not change a real record.
Select a stage to explore it. Review and approval steps always wait for your action.
Illustrative Project Operations example. Select a stage or play the example.
One project. Clear responsibilities.
Give each team the context it needs at the moment the work changes hands.
Project manager
Plan tasks and capacity, track delivery and review project time, expenses and progress.
Finance
Review billing and the accounting handoff using the selected deployment and agreed rules.
Make the handovers visible.
Connect the operating model before adding more tools or reports.
Your challengeWhat we configureWhat you receive
Your challengeSales promises are lost at handover.
What we configureEstimate, contract and project structure.
What you receiveA shared commercial starting point.
Your challengeStaffing plans are disconnected.
What we configureSkills, capacity and resource requests.
What you receiveA clearer assignment plan.
Your challengeTime and costs arrive too late.
What we configureTime and expense capture with approval workflows.
What you receiveReviewed project actuals.
Your challengeBilling requires manual reconstruction.
What we configureContract billing rules and finance handoff.
What you receiveA traceable billing review.
Choose the deployment around your finance needs.
Project delivery and accounting need to fit together. We work with your project, finance and IT teams to choose the right scope before configuration starts.
- Project delivery and billing preparation
- Resource, time and expense processes
- Budget and actuals visibility
- Agreed finance integration and accounting handoff
Capabilities differ between Core, ERP-integrated and manufacturing deployments. Full customer invoicing and revenue recognition depend on the selected deployment and finance integration.
Build the process with the people who own it.
Validate a complete project lifecycle, from the first estimate to the finance handoff.
- 1
Map contracts and delivery
Understand project types, commercial terms, role ownership and reporting needs.
You receiveProcess blueprint - 2
Design the solution and integrations
Choose the deployment, configure the workflow and agree system ownership.
You receiveConfiguration and interface design - 3
Test a complete project lifecycle
Validate estimates, assignments, approvals, actuals and the billing review.
You receiveTested project scenarios - 4
Train each role and hand over
Prepare sales, project and finance users, with a clear plan for ongoing care.
You receiveUser guides and support plan
Connect the tools around the work
- Dynamics 365 Sales
- Finance or existing ERP
- Microsoft Teams
- Power BI
- Business APIs
Deployment choice determines accounting, invoicing and revenue-recognition scope. We assess licences, data, permissions and integration requirements before recommending a design.
Keep the platform useful after go-live.
Support for your people, your application and its connections.
Discuss a support plan- L1 · User helpAccess, navigation and everyday questions.
- L2 · Application supportConfiguration, automation and application issues.
- L3 · EngineeringIntegrations, extensions and complex issues.
Coverage, ownership and response expectations are agreed together.
Before we start.
Does it replace our accounting system?
Not automatically. We choose the deployment and finance integration around your accounting requirements. Core supports proforma billing review; fuller invoicing and accounting capabilities depend on the selected deployment.
Can it support different contract types?
We map fixed-price, time-and-materials and other applicable billing requirements, along with your approval rules, during discovery.
Can we migrate an existing project system?
We assess data, integrations and the target deployment before planning migration. Changing between Project Operations deployment types is not a general out-of-the-box data migration.
Where does your project handover break down?
Bring one project example. We’ll help connect the next step.
Talk through your project setupName and email to start.