Dynamics 365 Project Operations: Quote-to-Cash for Services Firms
We implement Dynamics 365 Project Operations — project sales, resource scheduling, time & expense, billing, and real-time profitability in one system. For consultancies, agencies, and engineering firms tired of running the business across five disconnected tools.
You Sell Time. Do You Know What It Costs?
Services firms run deals in a CRM, projects in a PM tool, timesheets in a third app, and invoices in accounting — glued together with exports and goodwill. Margin only becomes visible at quarter end, when it’s too late to fix.
Project Operations connects the whole chain: the quote becomes the project plan, the plan drives resourcing, logged time flows to invoices, and profitability updates live.
The Quote-to-Cash Flow We Implement
One unbroken chain — every handoff that used to be an export becomes automatic.
Packages & Pricing
| Package | Scope | Timeline | Investment |
|---|---|---|---|
| Time & Billing Core | Projects, timesheets, approvals, invoicing | 6–8 weeks | $15,000 – $28,000 |
| Full Quote-to-Cash | + Project sales, resourcing, expense, accounting integration | 10–16 weeks | $30,000 – $70,000 |
| Enterprise PSA | Multi-entity, F&O integration, custom analytics | 4–8 months | $70,000+ |
| Managed Support | Admin, tuning & release management | Monthly | From $1,500/month |
Who Runs On It
What We Configure in Project Operations
Project Sales & Quoting
Estimates built from role rates and schedules — quote margin visible before you sign, won deals converting straight to project plans.
Resource Scheduling
Skills-based booking, bench visibility, and utilization dashboards — staffing decisions on data, not hallway chats.
Time & Expense
Mobile timesheets with approvals — actuals flowing against budget daily, not at month-end.
Billing & Revenue Recognition
T&M, fixed-price milestones, and retainers invoiced automatically — with rev-rec your auditors accept.
Project Accounting Integration
Native flow to Business Central or D365 Finance — one set of numbers.
Profitability Analytics
Live margin per project, client, and partner in Power BI — while you can still fix it.
Complete Your Services Stack
90 Days After Go-Live, Clients Typically See
Project Operations FAQs
What is Dynamics 365 Project Operations?
Microsoft’s professional services automation (PSA) platform — project sales, resource management, project planning (with Microsoft Project integration), time & expense, and billing in one system. The successor to PSA and Project Service Automation.
How does it compare to Kantata, Scoro, or Monday?
Standalone PM tools manage tasks; Project Operations manages the business — quotes, costs, utilization, and invoicing tied to your CRM and accounting. If you already use Microsoft 365, the integration advantage is decisive.
What does implementation cost and how long does it take?
Time-and-billing cores go live in 6–8 weeks from $15,000; full quote-to-cash implementations run 10–16 weeks, $30,000–$70,000. Fixed quote after a free process review.
Does it integrate with our accounting system?
Yes — natively with Business Central and D365 Finance, and via integration with QuickBooks, Xero, and others. See our full Dynamics 365 services.
Know Your Margin While You Can Still Fix It
Free quote-to-cash process review + fixed implementation quote within 48 hours.