Sell it, staff it, deliver it — in one flow.
Unite sales, resourcing, project delivery, and billing in one AI-ready platform—so your services ops finally feel as polished as your product.
Why Dynamics 365 Project Operations
Too many tools? Not enough clarity? Dynamics 365 Project Operations welds together sales, resource forecasting, project execution, and financials into one clean, efficient app—so you win deals, deliver on them, and get paid without the tech jigsaw.
Project-Based Sales
Build quotes, contracts, and pricing with full project context.
Smart Resource Scheduling
Skill- and availability-matching, integrated with your delivery pipeline.
Time, Expense & Billing
Track everything, bill it right, and recognize revenue smoothly.
Integrated Analytics
Monitor project health, resource forecasts, and margins in real time.
“You Might Need Project Operations If…”
- You juggle sales, delivery, and finance in separate systems.
- Resource conflicts, cost overruns, and billing errors are regular headaches.
- You lack project visibility from quote to invoice.
- Projects often slip margins, timelines, or both.
From Scope Creep to Success Stories …
| The Pain | The Fix | The Win |
|---|---|---|
|
Sales handoff to delivery = dropped data |
Unified quotes → scheduling → billing flow |
Fewer errors, faster onboarding |
|
Poor resource visibility & overbooking |
Intelligent resource matching and forecasts |
Better utilization, less conflict |
|
Manual time/expense tracking slows billing |
Digital entry, automated billing, smooth revenue recognition |
More billed, fewer disputes |
|
Disconnected project KPIs |
Real-time dashboards via Power BI |
Better decisions, higher margins |
Where the Magic (and ROI) Happens
"With TruNorth’s Project Operations setup, we cut our proposal-to-payment cycle by 40% and hit project margins we hadn’t seen in years—inside the first quarter."
Friends in All the Right Places
- Dynamics 365 Sales : Convert quotes into projects without losing context.
- Power BI : Track profitability, resource utilization, and delivery performance.
- Dynamics 365 Business Central : Automate billing, revenue recognition, and compliance.
Automate billing, revenue recognition, and compliance.
We don’t just turn on Project Operations—we make it your business’s mission control. From Copilot-assisted quoting to resource-smart scheduling and finance integration, we align sales, delivery, and billing into one seamless process—delivering measurable ROI in under 90 days.