Dynamics 365 Project Operations

What is Microsoft Dynamics 365 Project Operations?

Visibility, agility, and accountability for your project-based business

Today’s project-based services businesses operate in a highly competitive market, where winning new deals, accelerating project delivery, and increasing profit margins are significant challenges. Too often, teams within these organizations use disconnected systems for sales, project management, collaboration, and financials when success requires unifying teams around actionable data.

Microsoft Dynamics 365 Project Operations connects your teams from the initial quote to project accounting — and everything in between — within a single application to win more deals, accelerate delivery, empower employees, and maximize profitability.

Velosio’s consulting team brings a combination of real-world business experience, industry expertise, and product expertise to maximize your organization’s return on investment in its project management software.

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Deliver Projects on Time and within Budget with Microsoft Dynamics 365 Project Operations

Achieving project success requires more than just hard work—it demands the right tools and strategies. By integrating project planning, resource allocation, and financial management into a single solution, we enable you to oversee every aspect of your projects with confidence.

Increase Efficiency

Automate repetitive tasks and processes to save time and reduce errors.

Improve Collaboration

Keep your team connected and informed with integrated communication tools.

Enhance Decision-making

Use real-time data and analytics to drive strategic decisions.

Boost Profitability

Monitor project financials closely to ensure profitability and control costs.

Ensure Compliance

Stay compliant with industry standards and regulations with built-in governance tools.

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Scale without Limits

Adapt the software to your needs, whether you’re managing a small team or a global enterprise.

What Our Clients Say About Working with Us

Nikki Hagen

“Any questions we had, they had very quick answers— coming up with solutions to any of our pain points or challenges very quickly. The Velosio team continues to be great.”

Nikki Hagen, Business Analyst for CRM and ERP, Columbia

Pat Mann

“With a cloud-managed, integrated Dynamics 365 environment, the things you did well you still do well if maybe a little better, but it also shone a big light into the dark corners of the business that we previously couldn’t see at all.”

Pat Mann, CIO, Phillips

Judd Johnson

“Because of concerted efforts on the part of both Velosio and Brotherhood, Brotherhood was live in record time—within four months and under budget.”

Judd Johnson, Manager, Enterprise Data Management

Helen Rei

“Velosio is great to work with—especially our consultant. He is very easy to communicate with, and very understanding… Velosio’s team is very organized compared to other companies.”

Helen Rei, Vice President, Triumph Express Services

Dynamics 365 Project Operations Provides Everything You Need to Run Your Services Business

When it comes to providing services, meeting deadlines and staying within budget are non-negotiable goals. Dynamics 365 Project Operations equips your team with the comprehensive tools and real-time insights necessary to achieve these objectives consistently.

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Advanced Project Planning

Create detailed project plans with timelines, milestones, and dependencies. Includes built-in templates and customizable workflows.

Resource Scheduling and Management

Allocate resources based on skills, availability, and project requirements while visualizing resource utilization and availability with intuitive dashboards.

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Time and Expense Tracking

Simplify the entry of time and expenses for your team with user-friendly interfaces and automate the approval process.

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Project Financials

Manage budgets, forecasts, and actuals in real-time with detailed financial reports and analytics to monitor project profitability.

Collaboration Tools

Share project updates, documents, and feedback within a single platform.

Customer Engagement

Track project progress and client satisfaction with built-in CRM capabilities.

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Analytics and Reporting

Leverage advanced analytics to provide insights into project performance and identify areas for improvement.

Compliance and Governance

Utilize the built-in governance tools to help ensure compliance with industry standards and regulations.

Custom Costing and Pricing Variations

Model costing and pricing variations based on geography and local markets to stay profitable.

Resource Profiles

Match the right people to the right project, using proficiency models that match their skillsets and rates.

Microsoft Copilot: Your AI Partner in Productivity

Copilot for Dynamics 365 Project Operations is your AI project pal for crafting plans, predicting risks, writing reports and elevating project visibility.

Learn More About Copilot

Why Choose Velosio as Your Microsoft Partner?

Velosio is among the largest and most recognized Microsoft Dynamics partners. Many years as a recognized leader in ERP, CRM, Cloud productivity, and business intelligence solutions has repeatedly landed Velosio in the top 1% of Microsoft Dynamics Partners worldwide.

By partnering with Velosio you can ensure:

Industry Expertise

Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.

Cloud Applications Leadership

As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.

Transformative Solutions

Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.

Your Success is Our Focus

You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Dynamics 365 Project Operations.

2023 Microsoft Dynamics 365 Business Central US Partner of the Year Winner

2023 Microsoft Dynamics 365 Worldwide Partner of the Year Finalist

2023 Microsoft Dynamics 365 Field Service US Partner of the Year Finalist

2023 Clutch Top Microsoft Dynamics ERP Company

2023 Comparably Best Company Leadership Award

2023 Comparably Best Career Growth Award

Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.

Get in Touch

Dynamics 365 Project Operations Pricing

Dynamics 365 Project Operations

$120
user/month

Get the visibility, collaboration, and agility needed to drive success across your project-centric business.

Does not include implementation costs.

Start a Conversation.

Your Team of Experts

James Thomas

Industry Director, Professional Services

James Thomas is a seasoned expert in Microsoft Dynamics ERP, PSA, Field Service, and CRM, with a rich career spanning two decades in various pivotal roles. James's ambition centers on leveraging his deep knowledge of integrated business processes and accounting to drive sales revenue, underpinned by a unique blend of industry expertise and business acumen.

Amir Hemani

Consulting Manager

Ashish Rana

Senior Solution Architect

Velosio

Ashish Rana is a recognized leader in utilizing Microsoft Business Applications to drive value across diverse sectors in the USA and Canada. A Microsoft Business Applications MVP and Certified Trainer, Ashish specializes in delivering transformative CRM projects and digital transformations as a Solution Architect. His extensive certifications in Dynamics 365 for Service, Sales, and Marketing underscore his profound expertise, particularly in enhancing sales strategies with tools like Microsoft Sales Copilot. Leading a team of solution architects and presales consultants, he excels in Digital Contact Center transformations and complex pre-sales negotiations.