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Microsoft Dynamics 365
Project Operations

Increase the efficiency of your processes and surprise your customers with results that exceed their expectations

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Managing Director Kai Gutzeit at INKUBIT Managing Director Portrait
Managing Director Kai Gutzeit at INKUBIT Managing Director Portrait

Kai Gutzeit

Your contact person

+49 (0) 40 822167490

You can reach us at any time, around the clock. We will be happy to arrange a personal appointment with you.

From planning and staffing to comprehensive project accounting, the platform offers functions that manage projects efficiently and ensure their financial success.

Project management is a constant balancing act between customer requirements, resource optimization and budget compliance. Companies are often faced with the challenge of planning projects efficiently, allocating the right resources and keeping an eye on profitability at the same time. Sales activities must flow seamlessly into project execution, and communication between different teams must be smooth in order to complete projects on time and within budget.

Dynamics 365 Project Operations comes into play here and offers an integrated solution that covers the entire project life cycle. From the sales phase to project accounting, the platform supports companies in successfully managing projects. By combining sales, resources, project management and finance in a single application, Dynamics 365 Project Operations eliminates silo structures and creates seamless collaboration between teams.

The Solution enables efficient planning and staffing of projects, visualization of project costs and expenses compared to revenue, and precise project controlling. Through integrations with Microsoft 365 (formerly Office 365) tools such as Teams, SharePoint, and Outlook, Dynamics 365 Project Operations promotes collaboration and enables projects to be managed at the highest level.

Advantages of Microsoft Dynamics 365
Project Operations for your company
Efficient resource optimization and planning:
Features such as the Resource Scheduling Board enable precise resource planning and allocation. Companies can track the utilization of their employees, deploy skills optimally and staff projects with the right resources to maximize profitability.
Comprehensive project controlling and transparency:
Interactive dashboards and reports allow project managers to keep track of financial performance, costs, expenses and income. This enables precise project profitability, early recognition of bottlenecks and transparent communication with customers and internal teams.
Integrated platform for the entire project lifecycle:
The Solution covers the entire project lifecycle – from acquisition to project billing. The integration of sales, resource management, project control and finance in a single application enables a seamless and efficient project process.

What can Microsoft Dynamics 365
Project Operations do for
your company?

What can Microsoft Dynamics 365 Project Operations do for your company?

Optimization of contract management for greater business success

By adjusting price and cost structures based on resources, geography and local market economy, the Solution the flexibility to respond to changes in real time.

Efficient use of resources and optimized project implementation

The optimization of resource deployment is facilitated by advanced functions in Dynamics 365 Field Service, such as the Resource Scheduling Board. This enables you to improve the utilization of your employees, deploy their skills effectively and accelerate project execution.

Transparency and agility through comprehensive project financial data

Integrated dashboards for key performance indicators (KPIs) promote transparency. With invoicing, revenue recognition and project accounting features, you maximize profitability by accessing optimized project financial data.

With an international client base, numerous contracts and the complexity of each clinical research project, ClinChoice was struggling to manage time, scope and labor costs and ensure that each project complied with regulatory requirements in the countries in which it operates.  With these challenges throughout the lifecycle of its projects, the company opted for Microsoft Dynamics 365 Project Operations. ClinChoice uses this new system to gain a clearer overview of costs, regulatory requirements and timelines, improving the efficiency and coordination of its projects.
Clinchoice Customer Reference Logo Customer Reference

Microsoft Dynamics 365 Project Operations solution overview

Microsoft Dynamics 365 Project Operations solution overview

Microsoft Dynamics 365
Project Operations
Solution overview

The Microsoft Dynamics 365 applications support your company across all functional areas of your company.

Your advantages with
Microsoft Dynamics 365
Project Operations

Your advantages with Microsoft Dynamics 365 Project Operations

Effective time recording and expense management

Thanks to a user-friendly interface, employees can record project times quickly and easily. This promotes precise billing of projects, increases employee utilization and improves the quality of the recorded data.

Globally oriented contract management

The Solution enables the adjustment of price and cost shifts on a global level, based on geography and local market economy. This helps companies to react flexibly to different economic conditions and make optimal use of their resources.

Optimized project profitability through real-time analyses

The Solution offers integrated dashboards and reports to measure planned and actual employee utilization. This enables companies to identify at an early stage which projects are profitable and to align their resources accordingly. Real-time analyses support precise project budgeting and help maximize project profitability.

Best practice standard implementation with fast ROI

INKUBIT offers a standardized implementation that is ready for use in just a few weeks. This allows companies to quickly benefit from the advantages of the platform without long implementation periods. The standardized packaged services offer predictable costs, scope and timeframes for effective value creation.

Microsoft Dynamics 365
Project Operations
Solution Overview

Microsoft Dynamics 365 Project Operations solution overview

Microsoft Dynamics 365
Project Operations
Solution Overview

Features of
Microsoft Dynamics 365
Project Operations

Features of Microsoft Dynamics 365 Project Operations

From seamless contract management and intelligent resource optimization to advanced project financials tools, Dynamics 365 Project Operations gives you the tools you need to deliver projects on time, on budget and with maximum profitability.

Manage contracts effortlessly

Optimize your sales cycle and maximize your success
Microsoft Dynamics 365 Project Operations Screenshot contract management

Manage contracts effortlessly

Optimize your sales cycle and maximize your success

Keep your contracts under control and accelerate your sales cycle. Dynamics 365 Project Operations enables seamless contract management, from proposal creation to invoicing. Gain insight into sales data to make more profitable decisions and improve collaboration between sales and project teams.

Intelligent use of resources

Maximize the efficiency and productivity of your teams
Microsoft Dynamics 365 Project Operations Screenshot

Intelligent use of resources

Maximize the efficiency and productivity of your teams

Optimize resource utilization with advanced planning and allocation tools. Dynamics 365 Project Operations enables skills- and availability-based resource optimization. Ensure the right people are selected for projects, promote employee utilization and maintain a self-service skills matrix for efficient project staffing.

Microsoft Dynamics 365 Project Operations Screenshot

Progressive project financial data

Optimize budgeting, tracking and profitability
Microsoft Dynamics 365 Project Operations Screenshot

Progressive project financial data

Optimize budgeting, tracking and profitability

Increase transparency regarding project costs, income and expenses. Dynamics 365 Project Operations enables precise budget management and IFRS-compliant revenue recognition. Visualize financial data to make informed decisions and maximize the financial success of your projects.

Intuitive user interface

Increase productivity with an intuitive interface
Microsoft Dynamics 365 Project Operations Screenshot

Intuitive user interface

Increase productivity with an intuitive interface

Simplify collaboration with a user-friendly interface. Dynamics 365 Project Operations integrates seamlessly with Microsoft 365 tools such as Teams, SharePoint and Outlook. Capture audio, video and document information effortlessly in one place and identify potential bottlenecks early to ensure smooth project delivery.

Microsoft Dynamics 365 Project Operations Screenshot

Find out how Dynamics 365 can help your company increase efficiency, boost profitability, and make better decisions

Do you want to unlock the power of Dynamics 365 for your business? Contact us today to find out how the platform can drive innovation and transformation for your business.