Get dedicated support for Dynamics 365 Project Operations from Folio3. For over 15 years, we’ve been helping project-driven businesses achieve operational excellence with deep functional expertise and a commitment to measurable results.
We offer a wide range of support services for Dynamics 365 Project Operations to help you optimize deal management, resource allocation, billing, and reporting. With our flexible support plans, you only pay for the assistance you need.
Dynamics 365 Project Operations unifies sales, resource management, project planning, and financial tracking into a single, integrated platform. But keeping it running smoothly with accurate budgets, optimal resource scheduling, and compliant billing can be a challenge.
But don’t worry! From assisting your team configure contract types, manage subcontractor billing, or setting up time & expense approvals, to integrating D365 Project Operations with your finance or CRM systems, Folio3 smart D365 project operations support services ensure you deliver projects on time and on budget.
Folio3 helps you customize Microsoft Dynamics 365 Project Operations to fit your exact project management model. from modifying project templates and approval workflows to creating custom billing rules, invoice formats, or reporting views, our team has done it multiple times before, and is ready to do it again for you.
You're in safe hands with our consultants who provide in-depth functional support across all core D365 Project operations capabilities: sales & quoting, resource scheduling, project planning, time & expense, cost tracking, and billing. We ensure your system supports efficient, profitable project delivery.
Have deployed D365 project operations but struggling with change management? We’re here to help. We offer role-based, hands-on training for your project teams, resource managers, and finance users - from onboarding basics to advanced analytics for portfolio managers.
Unlock the full potential of your D365 Project operations by integrating it with other business-sensitive systems like the D365 ERP, CRM, or accounting systems. Our integration solution ensures real-time data flow and system harmony, optimizing your service delivery.
We don’t just support, we work as your strategic advisors, helping you align your D365 Project operations implementation with your business goals. From optimizing utilization and profitability to ensuring compliance and forecasting accuracy, we’re your go-to partners.
Book an Assessment call with our Dynamics 365 certified experts to get personalized support for your business requirements
Get expert Dynamics 365 Project Operations support precisely when you need it with our Ad-Hoc model. Ideal for one-off tasks or urgent, short-term requirements, we provide immediate assistance without tying you into lengthy contracts. As your dedicated D365 Project Operations support partner, we quickly grasp your unique operations to deliver tailored, top-notch solutions that fit perfectly into your workflow. It's about getting the right help, right away, on your terms.
Best For
Organizations facing a one-off issue & need urgent support.
Our SLA-Based Support model offers you guaranteed, priority access to our expert Dynamics 365 Project Operations support, ensuring your project operations remain consistently smooth and efficient. This plan is specifically designed to provide ongoing, proactive support with clearly defined Service Level Agreements (SLAs) that meet your critical business demands.
Best For
Businesses needing continued support for critical project aspects.
Our Managed Services Plan offers end-to-end support for your Dynamics 365 Project Operations environment. From routine maintenance and issue resolution to strategic guidance and system enhancements, we act as an extension of your internal team.
Best For
Enterprises with complex Project Operations needing end-to-end Project Operations support & maintenance.
Your Problem
How We Solve them
Proactive Monitoring and Optimization
24/7 monitoring of scheduling, resource allocation, cost tracking, and system health to prevent delays and budget overruns.
Version Assessment and Upgrades
Guidance on adopting the latest features, including contract type enhancements, forecasting tools, and Power BI integrations — with minimal disruption.
Data Integrity and Accuracy
Specialized support for maintaining robust data integrity across critical Project operations areas, ensuring clean, reliable data for contracts, resources, timesheets, and billing so reporting and decision-making are always accurate.
Comprehensive Reporting and Analytics
We are here to build custom reports and dashboards in Power BI to track KPIs like project profitability, utilization, and forecast accuracy.
End-User Training & Adoption
Comprehensive training programs, user guides, and ongoing support are provided to empower your team. This improves efficiency in quoting, delivery, and invoicing.
Customization
We help tailor your Dynamics 365 Project Operations modules and workflows to your industry and business-specific needs, to meet unique project delivery models, industry compliance needs, and customer expectations.
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
160 Bovet Road, Suite # 101
San Mateo, CA 94402 USA
Ph: +1 408 365-4638
Email: [email protected]
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