Microsoft Dynamics 365 Project Operations is a Professional Service Automation (PSA) app for project-centric service businesses. An end-to-end solution, it unifies all aspects of the project lifecycle in one software:

  • Project sales
  • Project planning
  • Resource utilization
  • Team collaboration
  • Time and expenses
  • Project accounting
  • Business intelligence
Dynamics 365 Project Operations  

The app addresses two major problems impacting success for project-centric organizations: disparate systems and data silos. Many organizations use a Professional Service Automation (PSA) and Professional Project Management (PPM) system, Customer Relationship Management (CRM) and Business Intelligence (BI), separate time and expense tracking and collaboration tools as well as an independent finance software. This can cause issues. For example, when sales hands over won deals to the project team, it may not have been briefed comprehensively and is thus not entirely clear about the customer’s expectations. Project Operations unifies all facets of the billable project lifecycle in a single app. It lets project, resource, account and partner managers, Chief Experience Officer (CxOs), project accountants and team members all work in the same system and equips them with the right capabilities to drive success.

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Microsoft Dynamics 365 Project Operations: Powering Service Organization Success

Project Operations was designed for project-centric service businesses. These organizations have been embracing digital transformation more rapidly than product organizations. Partly because they have recognized that they requirements are better served by cloud technology. They need to:

  • Respond flexibly to changing business models
  • Automate business processes
  • Optimize workforce productivity
  • Operate in a highly competitive market
  • Win new customers
  • Increase profit margins on projects

Dynamics 365 Project Operations provides businesses with the technology to enable superior customer experiences, accelerate project delivery, empower employees and maximize profitability.

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Microsoft Dynamics 365 Project Service Automation- the Big Impact

To be able to provide such an application to service companies, Microsoft has created Project Operations by combining three of its existing project management solutions: Microsoft Project, Microsoft Dynamics 365 Finance and Operations, and Microsoft Dynamics 365 Project Service Automation.

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What will happen to Dynamics 365 Project Service Automation (PSA)?

Upon the release of Project Operations on October 1, 2020, Microsoft has ceased the sale of Microsoft Dynamics 365 Project Service Automation. However, organizations that have deployed the app will be able to continue to use it for up to four years:

  • until October 1, 2022 if in CSP or Web Direct, or until the end of their most recent contract, whichever occurs first
  • until October 1, 2024 for EA customers, or until the end of their most recent contract, whichever occurs first

All Dynamics 365 Project Service Automation licenses will have Project Operations added to their licenses. Microsoft will also offer a migration path to Project Operations.

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Dynamics 365 Project Operations licensing

               Microsoft Dynamics 365 Project Operations is available as both a Base and Attach license. The Base license is $120 per user per month with a 20-user minimum, the attach license is $30/user/month. As is always the case when two or more apps are used in combination, the more expensive app must be purchased as the Base license. There is also a Team Member app available for $8.            

If Microsoft Dynamics 365 Project Operations has awakened your interest, we, the tech engineer at SIROCo is happy to tell you more about the app. You can visit us offline or online for demo or a free consultation.