Drive Project Efficiency with AI-Powered Insights
Unify, manage, and automate your entire project-centric business with agility & scalability using Dynamics 365 Project Operations.





Proud Solution Partners





Overview
What is Dynamics 365 Project Operations
Dynamics 365 Project operations is an end-to-end project management solution built to help businesses plan, execute, and track projects. Bring together sales, resourcing, project management, and finance teams within a single application to help you win more deals, accelerate project delivery, and maximize profitability.
Strengthen your team's capability
Empower your project teams with AI-driven insights, simplified & structured workflows, better visibility, and real-time collaboration tools to boost productivity.
Maximize Resource Utilization
Make sure the right people are assigned to the right project at the right time using D365 project operations intuitive resource scheduling & forecasting.
Faster Project Delivery
Setup automated workflows, manage time tracking & expense management, and invoice customers directly to reduce delays and accelerate project delivery.
Key Capabilities
Maximize Project Profitability with Dynamics 365 Project Operations
Grow your project-centric business with agility, transparency, and collaboration with D365 project operations.
Win Deals Faster
Win more bids with accurate project quotes, forecasts, and estimations using Dynamics 365 Project Operations, helping you close contracts faster and stay ahead of the competition.
Customize Pricing & Costing
Setup tailored pricing based on geography for local costing, easily adapt your projects to local economic fluctuations, and implement flexible cost modeling for your global workforce to keep your projects profitable.
Create Tailored Deals
Align your project billing structures with client expectations to build trust. Offer flexible pricing contracts including fixed-term, time & material, or retainer contracts through adaptable billing models, whichever best suits your clients needs.
Close Deals Faster
Develop detailed project estimates, schedules, and quotes using standardized templates to stand out of the competition and shorten your sales cycles.

Enhance Project Management
Equip your project managers with the right tools & artillery to face all challenges and lead the projects to success.
Tools for Success
Improve efficiency with embedded Microsoft Project capabilities and use dashboards, task management, Gantt charts, and work break down structures to optimize project outcomes and deliver projects on time and within budget.
Track Projects Effectively
Accurately estimate labor, material, and expenses and monitor planned-to-actual consumption as your projects progress.
Real-time Collaboration
With D365 Project Operations native integration with Microsoft solutions, empower teams to be more productive. Process and share quotes, orders, and invoices directly in Outlook and view your Project data directly within Microsoft Teams.

Intelligent Resource Scheduling
Optimal Resource Usage
Distribute workload across your project teams & resources to deliver projects on time, without burn outs.
Align Right People for Right Project
Create resource profiles and rate skills using proficiency models to easily match resource skillset with project needs and ensure only the qualified resources are assigned work.
Anticipate Resource Requirements
With Universal Resource Scheduling tool, schedule resources for skill-based assignments and get visibility into resource availability.

Time & Expense Tracking
Submit time and expenses on the go
Use a mobile app or browser to track time with a time entry feature. Itemize expense entries, review & approve expenses, and receive notification alerts.
Stay Compliant
Configure rules and set up workflows to save time and make it easier for your teams to comply with expense policies.
Accurate Reporting
Automate expense submissions, approvals, and reporting to keep track of how much time and expenses are allocated to each project.

Project Financials
Recognize revenue accurately
Adhere to international accounting standards including International Financial Reporting Standards (IFRS) to keep your Project operations revenue compliant.
Manage Cash Flows
Invoice your customers directly & precisely through group transactions and adding details to customize invoices for easy reconciliations. Manage billing queues, subscriptions, and progressive billing.

Benefits
Dynamics 365 Project Operations Benefits
Project Financial Management
Keep the financial health of your projects in check by accessing your financial data in real-time for swift decision making.
Maximised Customer Satisfaction
Maintain a strong customer relationship by providing quick & detailed insights around each project milestone with streamlined project management.
Accelerate Team Collaboration
Gain a 360-degree view and connect all business departments to accelerate collaboration within a unified ecosystem.
Enhance Project Transparency
Breakdown data siloes, ensure visibility across business units, and leverage business intelligence to track your projects.
Fully Configurable to Your Business
Create custom logics and workflows, and integrate with other business applications to meet all your business needs.
Gain 100% Visibility into your Business and Make Informed Business Decisions
Our Services
Simple, Smart, & Expert Services
Partner with Folio3 Dynamics for a hassle-free implementation, consultation, upgrade, and support services to optimize your project operations.
Implementation
We take care of your D365 Project Operations implementation while you focus on managing your projects.
Maximised Customer Satisfaction
With our strong expertise, get D365 project operations tailored to match your unique business needs.
Support
Gain a 360-degree view and connect all business departments to accelerate collaboration within a unified ecosystem.

Copilot in d365
Copilot in D365 Project Operations
Copilot in Dynamics 365 project operations is an intelligent, AI assistant to help you manage projects & work smarter. From task plan generation, risk assessments, to create project status reports, it boosts efficiency at every step of your project management.
Smart Project Planning
Get realistic task plan recommendations with Copilot based on historical data to plan timelines, resources, and efforts to help you quickly plan our projects and align with goals.
Real-Time Financial Insights
Generate instant financial summaries of your project’s cost, revenue, and profitability with Copilot to easily track your project’s financial health.
AI-Driven Resource Optimization
Get AI to automatically analyze team members based on skills, availability, and past performances and allocate the best-suited members for the right projects.
Automated Status Updates
Copilot is here to eliminate manual reporting and automatically generate project status summaries to track progress, challenges, and milestones to keep stakeholders informed.
pricing & licensing
Dynamics 365 Project Operations Licensing & Pricing
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
Dynamics 365 Project Operations
-
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
Folio3 Advantage
Why Choose Folio3 Software as Your D365 Project Operations Implementation Partner
At Folio3 we are a certified Microsoft Gold Partner with 4 Solution Partner Designations, and a rock solid commitment to providing you a smooth Dynamics 365 modules implementation experience. We’re a reputed Microsoft partner with over 20 years of experience implementing Microsoft solutions all across North America, Australia, & United Kingdom.
End-to-End Implementation & Global Support
We believe in being not just an implementation service provider, but a true technology partner for our customers, offering a full spectrum of services including consulting, deployment, migration, training, and user support. Our teams work alongside you at every step of the way with 24/7 global support to help you navigate any challenges along the journey.
Deep Microsoft Expertise
With over 2 decades of experience, our super-team of certified Microsoft experts are truly the gurus in the game. Their in-depth knowledge serves as an asset for our customers ensuring a seamless experience.
Industry-Specific Solutions & Customization
We take pride in distinguishing ourselves from other partners by really being a one-stop shop for all your needs. Our deep subject-matter expertise in industry domains such as agriculture, manufacturing, and retail, has enabled us to build tailored solutions that serve your needs. Our ability to customize workflows, integrations, and modules is our forte.
Proven Track Record
Our strong portfolio of successful implementations during the past 20 years, is a testament to our reputation of delivering results and being your trusted partner for embracing digital transformation.


OUR WORK
Trusted Microsoft Dynamics Partner
Gold Microsoft Dynamics partner with solid foundations and experienced professionals









































Gain 100% Visibility into your Business and Make Informed Business Decisions
industries
Industries We Have Catered
Microsoft Dynamics partner specializing in solutions purpose-built for your unique industry
Retail & e-commerce
Retail & e-commerce
Agriculture & Farms
Agriculture & Farms
Food
Food
Animal Management
Animal Management
Frequently Asked Questions
What are Project Operations in Dynamics 365?
Project Operations in Microsoft Dynamics 365 is an enterprise project management solution that enables companies to plan, deliver, and manage projects quickly. It aligns project planning, resource scheduling, time tracking, budgeting, invoicing, and analytics to improve profitability and teamwork.
What are the key features of Dynamics 365 Project Operations?
D365 Project Operations key features include project planning, resource management, time tracking, budgeting, invoicing, and analytics, ensuring smooth project execution and profitability.
What is the difference between Dynamics 365 Project Operations and Business Central?
Microsoft Dynamics 365 Project Operations is tailored for project-oriented businesses, with advanced features such as project planning, resource management, time tracking, and invoicing, whereas Dynamics 365 Business Central is a full-fledged ERP solution for small to mid-sized enterprises, with emphasis on financial management, supply chain, sales, and general operations.
Can Microsoft Dynamics 365 Project Operations be customized?
Yes, it offers customizable workflows, dashboards, and third-party integrations to align with unique business requirements.
What licensing options are available for Dynamics 365 Project Operations?
Microsoft offers flexible subscription-based pricing with per-user licensing, making it cost-effective for businesses of all sizes.
Book a Free Consultation Today!
Lets Talk About How We Can Digitally Transform Your Business
