Microsoft Dynamics 365 Project Operations: experience makes the difference

Microsoft Dynamics 365 Project Operations (PO) has taken over from Project Service Automation (PSA) as a cloud app for project management. By then, proMX had already released its own solution: proRM Fast Start.

Microsoft Dynamics 365 Project Operations: experience makes the difference
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That is why proMX advised the R&D team in Redmond during the development of PSA and, along with Microsoft, managed to win the first customer worldwide for PSA – with many more to come.

Over the years, proMX became an expert for project management software, while Microsoft gained greater knowledge from developing both CRM and ERP solutions.

Project Operations for Early Adopters

proMX’s first implementations of Project Operations for renowned customers were part of Microsoft’s Early Adopter Program and started in June 2020, for months before PO’s general availability.

During the Early Adopter Program, experts from Microsoft offer first-hand knowledge during the implementation phase. This way, proMX itself can fall back on Microsoft’s technical support for hotfixes as well as valuable insights into the functionalities of Project Operations. Feedback from the customer’s as well as proMX’s side is forwarded directly to Microsoft. This is how all parties profit from collaborating.

A short overview over Dynamics 365 Project Operations

We are convinced: Dynamics 365 Project Operations is Microsoft’s most innovative project management solution so far. It places a clear focus on service providers and can be worked into an ERP software by extending with other Dynamics 365 modules.

Project Operation unites:
  • Project sales
  • Project planning
  • Resource management
  • Collaboration
  • Time and cost tracking
  • Project accounting
  • Business Intelligence
Find answers to frequently asked questions about Dynamics 365 Project Operations here.

3 good reasons for Project Operations

Project Operations is Microsoft’s strongest solution for project management – but why is that? What makes the difference compared to other software?
  1. Flexible
    With Project Operations, Microsoft offers service companies a tool that was specifically developed for them. It can be easily and quickly adapted to changes within your business or industry as well as processes automated. Being able to optimize resources and the productivity of your team contribute to project success.

  2. Project management and ERP in one
    Project Operations unites project management, accounting and Human Capital Management (HCM) in one solution that is easily customizable and extendable by Dynamics 365 modules for Business Intelligence or sales. That way, Project Operations exceeds the usual functionalities of Professional Service Automation (PSA) solutions by far.

  3. Easy implementation
    Project Operations is part of Dynamics 365. Therefore, it does not need an additional API for a project management or PSA solution, as opposed to alternatives such as SAP, Oracle, Infor or Sage.
Learn what else makes Project Operations a unique software solution.

3 modules that turn Project Operations into an ERP system

A system for Enterprise Resource Planning (ERP) depicts all processes within a business, makes it possible to make data-based decisions and offers many more useful functionalities.

Project management and ERP will sooner or later collide, e. g. in the billing process, Dynamics 365 shows its true strength: It closes the gap seamlessly with different modules that give you an overview of the entire project as part of your entire business’ context:
  1. Dynamics 365 Project Operations + Dynamics 365 Finance
    Real-time performance monitoring, predictions on future outcomes and the ability of being able to make data-based decisions are just some of the benefits you will get from extending PO with Dynamics 365’s finance module.

  2. Dynamics 365 Project Operations + Dynamics 365 Human Resources
    A key challenge service provides face is hiring and retaining new talents. Dynamics 365 Human Resources tackles that challenge by enabling you to take better care of employees and enhancing the employee experience.

  3. Dynamics 365 Project Operations + Dynamics 365 Supply Chain Management
    With these combined, you will benefit from the predictive insights and intelligence that Artificial Intelligence and the Internet of Things offer on different areas of your business: planning, production, inventory, warehouse and transportation management.
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