Microsoft Dynamics for Operations

Why Choose Microsoft Dynamics for Operations Excellence?

To achieve the visibility, collaboration, and agility needed to drive success across your business, you need the right tools. And for growing organizations that need a centralized source of truth from which to work, enterprise resource planning (ERP) systems are the ideal choice of enablement technology. 

ERP systems can eliminate organizational silos while transforming a wealth of data into actionable knowledge and insights. They can boost operational efficiency, improve reporting and visibility, and enable growth as well as a competitive edge. Plus, they provide the organizations investing in them with a clear path toward the future, and away from the legacy technology that has underpinned their business to date.

Microsoft Dynamics 365 Project Operations, for example, provides a unified platform to integrate the operations and processes of your business. This investment eliminates inefficiencies such as redundant data entry, inaccurate data, or a lack of business performance visibility. 

Here’s what you need to know about how (and why) it works.

What Is Dynamics 365 Project Operations?

If you’re considering an ERP investment (and specifically considering implementing Microsoft Dynamics for operations success), look no further than Dynamics 365 Project Operations: a cloud-based ERP system purpose-built to do just that. 

Microsoft Dynamics 365 Project Operations (formerly known as Dynamics 365 for Finance and Operations) is one ERP system among a suite of best-in-class cloud solutions offered by Microsoft. Among others, this list includes Dynamics 365 Field Service, Dynamics 365 Business Central, Dynamics 365 Supply Chain, and Dynamics 365 Finance

Many businesses find Cloud ERP solutions like Dynamics 365 to be favorable because they have been proven to ensure faster implementations, enhanced security, and easier scalability—compared to on-premises platforms.

In one application, Dynamics 365 Project Operations connects your sales, resourcing, project management, and finance teams around organized and centralized real-time data. This makes it easier to win more deals, accelerate delivery, empower your employees across departments, and maximize profitability across the entire business. 

With Microsoft Dynamics for operations, you’re armed with a powerful business tool that provides your teams with the necessary visibility, collaboration, and agility to drive success across the project lifecycle. Do it all and more, while reducing overall project costs at the same time.

From prospects to payments to profits, every organization has a responsibility to empower its internal teams to be successful. To win more contracts, optimize resource management, speed up project delivery timelines, and glean critical business insights. And it’s all possible with Dynamics 365 Project Operations.

Empower Your Team with Microsoft Dynamics for Operations

Organizations running Dynamics 365 Project Operations have an unmatched set of capabilities that enable teams to analyze, act, and automate key aspects of their operation. This, in turn, means they are able to transform their services business from the ground up. Powered by Microsoft Power Platform, Dynamics 365 Project Operations provides everything you need to win, all in one place. From deal management to financials, it’s all made simple—not to mention much less manual and labor-intensive.

How Dynamics 365 Saves You Time and Reduces Project Costs

Microsoft Dynamics 365 Project Operations not only delivers a powerful, data-first solution to transform your financial and operating models. It supports your organization in keeping up with fast-paced market and global change. From the threat of inflation, to emerging market entrants, to the global move toward more sustainable business practices, there are a plethora of changes businesses are facing.

The following are just a few improvements you can expect from implementing Microsoft Dynamics for operations:

  • Eliminate fragmented views across your operations. Get actionable insights from a consolidated view of your project sales and financial reports, so you can improve visibility and rapidly adapt to market demands.
  • Streamline and improve deal management experiences. With Dynamics 365 for operations, you get better contract management, more accurate project quotes, and forecasting capabilities.
  • Work more flexibly. Microsoft Dynamics 365 Project Operations empowers you to make the most of enhanced project management capabilities, thanks to embedded Microsoft Project capabilities.
  • Optimize resource allocation. With Dynamics 365 for operations, you can get the most out of your resources by leveraging tools like resourcing insights, scheduling, governance, and skills matching.
  • Simplify time tracking and expense management. For your employees, this means faster reimbursement and client billing. Submit, approve, process, and reconcile time and expense entries with ease, with a powerful, fit-for-purpose ERP.
  • Drive business performance. Armed with streamlined project financials, compliant processes, and accurate project accounting, you can achieve next-level efficiency.

Additionally, Dynamics 365 Project Operations includes a wide range of comprehensive financials, such as built-in dashboards; a configurable CPQ engine; and capabilities for invoicing, revenue recognition, and project accounting. 

This all-in-one platform sets your business up for project success by enabling intuitive, flexible project management, accurate project scheduling, and improved customer service. Plus, it ensures easy resource management, including workload distribution and intelligent scheduling.

Simplify Your Operations Management 

Your ERP system isn’t just for centralizing data and automating tasks. In fact, its potential goes much further and can be a key factor in preparing your organization for the next level of operations excellence.

Not only does an ERP system like Dynamics 365 Project Operations currently let you collaborate across your organization (or in partnership with partners and suppliers across your value chain). It also could help you expand into new markets in the future. With minimal IT effort required, you can expand to new locations, geographies, and industries, all with the support of Microsoft Dynamics for operations. 

Microsoft Dynamics 365 Project Operations integrates with existing Microsoft solutions as well, including Power BI, Office 365, Teams, and Dynamics 365 Business Central. And with the right suite of solutions—especially if you leverage Cavallo as your partner—you can maximize customer retention, streamline manual processes through the use of powerful automation tools, and achieve groundbreaking levels of efficiency across your operation.

At Cavallo, it’s our mission to empower organizations through enhancing ERP systems and making the most of their technology investments. Plus, if you’re leveraging a dual- or multi-ERP strategy (i.e. running Dynamics 365 Business Central alongside Dynamics 365 Project Operations), Cavallo for Business Central is your all-in-one efficiency tool, boasting order management excellence as well as a way to enhance customer service, control the flow of orders, and increase profits at every turn.

Get in touch with our team of experts and start getting more out of your ERP.