Dynamics 365 Project Operations for connected project sales, delivery, and financials
Dynamics 365 Project Operations connects the life of a project — from quote and contract through resourcing, time and expense, billing and revenue recognition — in one system instead of a chain of spreadsheets between sales, delivery and finance. Econix helps project-driven organizations assess, implement, integrate and support Project Operations, with a practical focus on project accounting done right. Serving organizations across Canada and the United States.
Dynamics 365 Project Operations — the project lifecycle, connected
What Is Dynamics 365 Project Operations?
Dynamics 365 Project Operations is Microsoft's application for project-based businesses — organizations that sell work, staff it, deliver it and bill for it. It brings project selling (quotes, contracts, pricing), project delivery (plans, tasks, resource scheduling) and project financials (time and expense, billing, cost tracking and revenue recognition) into one connected application, so sales, delivery and finance work from the same project record. Project Operations supports different deployment models. The appropriate model depends on whether the organization needs project sales and delivery capabilities in Dataverse, integrated project accounting with Dynamics 365 Finance, or a separately designed connection to another financial platform — and selecting the model is one of the first decisions Econix works through with you during assessment.
Core Capabilities
Project selling, delivery and financials in one connected application.
Project quoting and contracts
Estimates built from resource costs and pricing, supporting fixed-price, time-and-materials and milestone-based structures.
Project planning
Work breakdown, task scheduling and progress tracking connected to the financial side of the project.
Resource management
A shared view of skills, availability and bookings across the delivery organization.
Time and expense
Straightforward entry with approval routing, feeding both project costs and billing without re-entry.
Project billing
Invoices generated from contract terms and approved actuals, not assembled by hand.
Cost tracking and profitability
Budget versus actual by project, phase and task while the project is live.
Revenue recognition
Recognition aligned to contract type, with the depth of integrated project accounting depending on the selected deployment model; the integrated ERP deployment is based on Dynamics 365 Finance and, where applicable, Supply Chain Management.
Reporting
Project health, utilization and portfolio views through built-in dashboards and Power BI.
Business Scenarios
Where Dynamics 365 Project Operations earns its place — and the situations that bring organizations to it.
Professional services firms
Consulting, advisory and technical services selling expertise by the engagement.
Engineering and architecture practices
Multi-phase projects with milestone billing and subcontracted scopes.
IT and technology services providers
Mixed fixed-price and time-and-materials portfolios with shared resource pools.
Project-driven departments inside larger organizations
Internal delivery groups that need project cost discipline connected to corporate finance.
Margin discovered after the fact
Firms whose project cost tracking lives in spreadsheets, so losses surface when it is too late to act.
Billing and revenue workarounds
Manual invoice assembly and spreadsheet revenue recognition that slow cash and create audit-time pain.
How Econix Helps With Dynamics 365 Project Operations
From assessment through go-live and beyond — support across the full lifecycle of your project business.
Assessment
Reviewing your project lifecycle, contract types and current systems to determine fit and select the deployment model — project sales and delivery in Dataverse, integrated project accounting with Dynamics 365 Finance, or a separately designed connection to another financial platform — before you commit.
Implementation
Configuration of project types, contract structures, resourcing, time and expense, and billing, with delivery direction through go-live.
Migration
Moving from legacy project accounting platforms, PSA tools or spreadsheet-based tracking, with project history and open-contract handling planned deliberately.
Integration
Connecting Project Operations to Dynamics 365 Finance for integrated project accounting, designing a separate integration to Business Central or another financial platform where that is the right fit, and linking Dynamics 365 Sales for the pursuit-to-project handoff.
Rescue and stabilization
Recovering implementations where billing, revenue recognition or resourcing went live misconfigured and the finance team is compensating manually.
Support and optimization
Ongoing functional support, refinement of approval flows, utilization reporting, billing automation and month-end processes as your project business evolves.
Licensing & Subscription Assistance
Econix supplies Dynamics 365 Project Operations subscriptions through the Microsoft Cloud Solution Provider program, including guidance on how project, team member and finance licensing fit together — and on how the selected deployment model affects which licences are required, confirmed as part of assessment. Services include requirements assessment, licence inventory review based on customer-provided records and reports, right-sizing recommendations, subscription selection and fulfilment, additions and reductions, renewals and co-terming, with term options where eligible and currently available.
Request a QuoteConnected to the Microsoft Ecosystem
Project Operations sits at the intersection of CRM, ERP and collaboration — and Econix implements it that way: Dynamics 365 Sales for opportunity-to-project flow; Dynamics 365 Finance for integrated project accounting, or a separately designed integration to Business Central or another financial platform; Microsoft Teams for project collaboration; Power BI for portfolio and utilization analytics; and Power Automate for approvals and notifications across the project lifecycle. Because project systems hold commercially sensitive data — rates, margins and client contract terms — Econix configures role-based and record-level security so delivery staff see tasks and schedules while cost rates and margins stay restricted to those who need them.
Econix is a Microsoft Solutions Partner — Business Applications with a senior team carrying 20+ years of Microsoft delivery experience, including project accounting delivery — time-and-materials billing, work-in-process accounting and revenue recognition — across Dynamics platforms and for project-driven services firms.
Frequently Asked Questions
How is Project Operations different from using Business Central projects or a standalone PSA tool?
Business Central includes solid project and job costing capabilities that fit many SMB scenarios, and Econix implements those too. Project Operations is the step up for organizations where projects are the business — dedicated resource management, project quoting, contract-driven billing and revenue recognition at a depth standalone PSA tools or ERP job modules may not reach, built on Dataverse alongside Dynamics 365 Sales. An assessment can determine which fits your scale, and which deployment model applies.
Can Project Operations handle both fixed-price and time-and-materials contracts?
Yes. Contract lines can be structured as fixed-price, time-and-materials or milestone-based — including mixed structures within one contract — with billing and revenue recognition following the contract type. Econix configures these against your contract portfolio during implementation.
Does Project Operations replace our accounting system?
No — it works with your financial platform, and how depends on the deployment model. In the integrated ERP deployment, project accounting runs with Dynamics 365 Finance and, where applicable, Supply Chain Management. Where Business Central or another platform holds the general ledger, Econix designs a separate integration so project actuals flow to finance without re-keying. Deployment-model selection is part of assessment.
We currently run project accounting in spreadsheets. Is the jump too big?
It is a significant step, and it is manageable when phased. Econix generally starts with time and expense, project setup and billing — the areas with the fastest payoff — and brings in resource management and deeper revenue recognition once the foundation is adopted. The assessment stage defines a phasing that fits your team's capacity.
Can Econix take over or fix an existing Project Operations environment?
Yes. Where billing, revenue recognition or resourcing went live misconfigured, Econix starts with a structured health check, stabilizes the areas causing manual workarounds, and rebuilds toward the intended design.
Know where every project stands — while you can still act on it.
Talk to Econix about assessing, implementing or improving Dynamics 365 Project Operations.