Manage the complete project lifecycle, from opportunity and project estimates to resource planning, delivery, time and expense tracking, invoicing, and project accounting.
Sarakadiya helps project-driven organizations connect sales, project teams, resources, and finance with Microsoft Dynamics 365 Project Operations to improve delivery visibility, resource utilization, project control, and profitability.
Once a deal is signed, teams need to turn estimates into a delivery plan, allocate the right resources, track work and expenses, manage project costs, invoice customers, and understand whether the project is actually profitable.
When sales, project management, resource planning, and finance operate across disconnected systems, visibility gets lost.
Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance across the project lifecycle. Microsoft describes it as a solution designed to help organizations win deals, accelerate project delivery, empower employees, and maximize profitability.
Sarakadiya helps you configure and connect Project Operations around the way your project-based business actually works.
Microsoft's documentation explicitly covers project sales, planning, resource management, time and expense tracking, invoicing, and project accounting across the lifecycle.
Identify and qualify project-based opportunities.
Build project estimates using tasks, resources, expenses, and other project requirements.
Create project quotations, define pricing and billing terms, and move approved work into project contracts.
Build project schedules, work breakdown structures, budgets, and delivery plans.
Find and assign resources based on availability, skills, requirements, and project needs.
Track project progress, time, expenses, materials, and project costs.
Generate project invoices based on the applicable billing model and project transactions.
Monitor project costs, revenue, utilization, budgets, margins, and overall project performance.
They need to understand what was sold, what needs to be delivered, who is delivering it, what it costs, what has been billed, and whether the project is profitable.
Dynamics 365 Project Operations brings these processes together.
Our Microsoft Dynamics 365 Project Operations experts can help assess your current project environment, identify opportunities for improvement, and design a connected solution aligned with your project lifecycle.
You need to connect the entire operation, from winning the work to delivering it profitably.
At Sarakadiya, we help organizations use Dynamics 365 Project Operations to connect project sales, planning, resources, delivery, and financial management.
We start with your project lifecycle, commercial model, resource structure, delivery methodology, financial processes, and business objectives.
Our team helps organizations plan, implement, configure, integrate, customize, and optimize Dynamics 365 Project Operations.
We look beyond project scheduling and connect the processes from opportunity through project accounting.
We help organizations improve resource visibility, allocation, utilization, and capacity planning.
Connect project delivery with budgeting, costing, invoicing, revenue, and financial reporting.
Configure Project Operations around the realities of consulting, professional services, construction, technology, engineering, and other project-driven organizations.
Connect Project Operations with Dynamics 365 Finance, Sales, Human Resources, Customer Service, Field Service, Power Platform, Microsoft 365, and third-party systems where required.
From implementation to optimization, support, enhancements, and new capabilities, Sarakadiya stays with you beyond go-live.
Whether you're implementing Project Operations for the first time, replacing disconnected project systems, or optimizing an existing Dynamics environment, Sarakadiya supports the complete transformation lifecycle.
Build the Right Project Operations Strategy
We assess your project lifecycle, commercial model, resource processes, financial requirements, systems, and integrations to define the right solution approach.
Turn Your Project Processes into a Connected System
From discovery and solution design to configuration, migration, testing, training, and go-live, we help implement Project Operations around your business.
Put the Right People on the Right Projects
Improve visibility into resource availability, requirements, assignments, utilization, and capacity. Microsoft resource scheduling capabilities can use attributes such as skills, certifications, experience, calendars, and availability when matching workers to project requirements.
Plan Projects With Greater Control
Create structured project plans and monitor delivery against schedules, budgets, and expectations.
Connect Project Delivery With Financial Performance
Give project and finance teams a shared view of project costs, revenue, billing, and financial performance. Microsoft identifies project costing, budgeting, invoicing, revenue recognition, and financial visibility as core Project Operations capabilities.
Reduce Manual Project Administration
Automate repetitive project processes and connect approvals, notifications, and business workflows.
Connect Projects With the Rest of Your Business
Project Operations becomes more powerful when it works as part of your wider business ecosystem. Microsoft specifically positions Project Operations as working alongside other Dynamics 365 applications and Power Platform.
Keep Your Project Operations Environment Performing
Our support services help you maintain, optimize, and continuously improve your Project Operations environment.
Manage the complete project lifecycle with connected capabilities for project sales, planning, resource management, time and expenses, budgeting, invoicing, accounting, and profitability.
Turn Opportunities Into Better Project Estimates
Support project-based sales with estimates, quotations, project plans, pricing, and contracts. Microsoft notes that project-based sales cycles require customized estimation techniques and Project Operations supports estimates and related project artifacts within the sales process.
Understand the Cost of Delivery Before You Commit
Build estimates around the resources, tasks, expenses, materials, pricing, and expected project requirements.
Turn Scope Into an Executable Project Plan
Create structured project plans that help teams understand what needs to be delivered, when, and by whom.
Match Skills, Availability and Demand
Find and allocate resources based on project requirements and workforce availability. Microsoft resource management functionality supports matching workers to project requirements using attributes, calendars, skills, experience, and capacity.
Capture Project Work and Expenses Accurately
Make it easier for project teams to record time and expenses associated with projects. Microsoft current release planning includes further improvements to time entry and mobile expense management.
Stay Ahead of Project Cost and Revenue
Create budgets and forecasts and compare project expectations against actual performance. Microsoft is introducing additional what-if scenario capabilities, including multiple budget drafts for analysis, as part of the current product direction.
Bring Project Transactions Into Financial Control
Connect project transactions with financial accounting and project performance management.
Simplify Project Billing
Create project invoices based on project contracts, transactions, billing methods, and customer agreements. Microsoft documents both time-and-material and fixed-price billing approaches for project accounting.
See the Financial Health of Your Projects
Bring together project cost and revenue information to understand profitability and make better project decisions.
Manage Project Changes With Greater Control
Keep project scope, budgets, contracts, and delivery plans aligned when requirements change. Change Order Management availability can vary by timing and environment, so confirm the target deployment supports it.
Technology alone does not create business value – how it is configured and aligned with your project processes matters. Sarakadiya helps organizations turn Dynamics 365 Project Operations into a connected operating model for project sales, delivery, resourcing, billing, and financial visibility.
Our Microsoft Dynamics 365 Project Operations experts can help assess your project lifecycle, identify process gaps, and design a connected Project Operations environment aligned with your business requirements.
Sarakadiya helps organizations adapt Project Operations to their commercial model, delivery methodology, resource structure, and financial processes.
Manage client engagements, consultants, resources, project budgets, billing, and profitability.
Connect opportunity management with project delivery and consultant utilization.
Manage implementation projects, managed services, technical resources, and project profitability.
Manage complex projects involving specialized resources, schedules, budgets, expenses, and deliverables.
Connect project planning, resources, costs, procurement, subcontracting, billing, and financial performance.
Manage development, property, construction, consulting, and other project-based activities with greater financial visibility.
Manage campaigns and client projects from estimation through delivery and billing.
Manage design and architectural projects across resources, schedules, budgets, expenses, and client billing.
Connect project-based work with field resources, work orders, time, expenses, and project financials.
Manage engineering, implementation, installation, internal, and other project-based activities alongside operational processes.
Your sales team wins the work. Your project team delivers it. Your people perform the work. Finance tracks the money.
Project Operations can help connect these processes.
Connect project-based opportunities, estimates, quotations, and sales processes.
Connect project operations with financial accounting, costing, invoicing, revenue recognition, and financial reporting.
Connect workforce information with project resource planning and employee-related processes. Microsoft Project Operations investment includes Human Resources integration scenarios such as leave and absence information affecting time entry and resource booking.
Connect project work with field-service scenarios and resource scheduling where appropriate. Project Operations Core supports universal resource scheduling integration with applications including Field Service and Customer Service.
Connect customer-facing service activities with project-based work where applicable.
Extend Project Operations using: Power Apps, Power Automate, Power BI, and Dataverse.
Support collaboration and project communication across teams. Microsoft highlights Teams integration for project team collaboration and visibility.
Connect existing business applications through APIs, integration platforms, and custom solutions.
It should improve how your organization wins, plans, staffs, delivers, bills, and evaluates projects.
Get a more connected view of project progress, costs, resources, and financial performance.
Match resources to project requirements and improve visibility into availability, capacity, and utilization.
Track budgets, forecasts, actuals, and cost consumption throughout the project lifecycle.
Connect project transactions and contracts with project invoicing processes.
Understand project revenue, costs, margins, and financial performance.
Create a stronger link between what was sold and what needs to be delivered.
Give project managers and team members tools for planning, collaboration, time, expenses, and project execution.
Connect project transactions with accounting and financial processes.
Build standardized project processes that can grow with your organization.
Implementing Project Operations is only the beginning.
Sarakadiya helps you continuously improve your project operations environment from strategy and implementation to integration, automation, optimization, and support.
Explore how organizations worldwide transformed operations, streamlined finance and accelerated growth with Sarakadiya's Microsoft expertise.
Seamlessly Upgrading an MSP from Business Central 15 On-Premises to Business Central 25 Cloud
Microsoft Dynamics 365 Project Operations is a business application that connects project sales, resourcing, project management, and finance across the project lifecycle. It helps project-based organizations manage processes from project opportunity and estimation through delivery, invoicing, and project accounting.
Project Operations helps organizations manage project-based sales, project planning, resource management, time and expenses, project costs, budgets, invoicing, and project accounting.
Project Operations is designed for project-based organizations such as professional services firms, consulting organizations, technology companies, engineering businesses, construction organizations, agencies, and other businesses that sell and deliver projects.
Yes, but it is broader than project management alone. It combines project planning and delivery capabilities with project sales, resource management, time and expense tracking, project accounting, invoicing, and financial visibility.
Yes. Project Operations provides resource management and scheduling capabilities that can help organizations match resources to project requirements based on factors such as skills, availability, experience, and capacity.
Yes. Project Operations includes project accounting capabilities covering project transactions, costing, billing, revenue recognition, and financial processes.
Yes. Organizations can use project budgets and forecasts to monitor planned and actual project performance.
Yes. Project Operations supports project invoicing and different project billing approaches, including time-and-material and fixed-price scenarios.
Yes. Project team members can record project time and expenses, which can then be reviewed and processed as part of project operations and accounting.
Yes. Project Operations supports fixed-price project billing scenarios in addition to time-and-material approaches.
Yes. Time-and-material billing is one of the supported project billing approaches.
Yes. Project Operations can be used with Dynamics 365 Finance to connect project operations and financial management.
Yes. Project Operations includes project-based sales capabilities and can work with Dynamics 365 Sales capabilities.
Yes. Microsoft is continuing to improve integration between Project Operations and Human Resources, including scenarios involving leave, time entry, and resource booking.
Yes. Project Operations Core supports universal resource scheduling integration with applications including Dynamics 365 Field Service and Customer Service.
Yes. Microsoft highlights Teams integration to improve collaboration, productivity, and visibility for project teams.
Yes. Project Operations is built on Microsoft's broader platform capabilities and can be extended using Power Platform technologies and other supported development approaches.
Yes. By connecting project estimates, resources, costs, revenue, budgets, actuals, and billing, Project Operations can provide greater visibility into project financial performance.
Yes. Professional services organizations are a strong use case because they typically need to manage project sales, consultants, resource utilization, project delivery, time, expenses, billing, and profitability.
It can be. Suitability depends on the organization's project processes, commercial model, resource requirements, procurement processes, financial structure, and integration requirements.
The cost depends on project complexity, number of users and entities, business processes, integrations, data migration, customization, reporting, and implementation scope.
Implementation timelines vary depending on the organization's project lifecycle, number of legal entities, project complexity, integrations, data migration, configuration, customization, testing, and training requirements.
Yes. Sarakadiya can support Project Operations consulting, implementation, configuration, integration, automation, project accounting, analytics, optimization, training, and ongoing support.
From winning the deal to delivering the project and understanding the margin, connect your project lifecycle with Microsoft Dynamics 365 Project Operations.
Sarakadiya can help you assess your current processes, identify gaps, design the right solution, and build a scalable Project Operations environment.
