Microsoft Dynamics 365 Project Operations

ANEGIS is an official Talkdesk partner
Microsoft Dynamics 365 Project Operations

Product overview

Use intelligent tools to provide accurate estimates, optimise resources, and deliver reliably to customer expectations. Dynamics 365 for Project Service Automation helps teams work efficiently and generates the insights to remain agile, stay competitive, and grow profitably.‍‍‍

Project Operations App overview

Improve planning from estimation to completion with a streamlined platform that allows development of repeatable service models for on-time, on-budget projects. Keep utilisation optimal by accurately forecasting demand and ensuring the best resources are on the right projects.

Why choose Dynamics 365 for Project Operations?

Preferred vendor

A survey asked 6,700 enterprise decision-makers worldwide about their ERP purchasing intentions. More than half chose Microsoft Dynamics as their preferred next investment.

Source: ICT Enterprise Insights 2013, Ovum Research.

Lower costs

Research by Panorama Consulting identified Microsoft Dynamics as the Tier 1 ERP solution with the lowest total cost of ownership.

Source: Clash of the Titans 2016, Panorama Consulting Solutions.

Market share

In the manufacturing industry Microsoft Dynamics has greater market share than other Tier 1 ERP vendors.

Source: The 2015 Manufacturing ERP Report, Panorama Consulting Solutions.

Speak to a Dynamics 365 for Project Service Automation expert

If you're considering Microsoft Dynamics 365 for Project Service Automation, or just want more information, we're happy to answer all your questions.

Dynamics 365 for Project Operations capabilities

Optimised resources

  • Get the most out of billable resources using a unified scheduling engine with real-time resource visibility.
  • Take advantage of Office integration to encourage collaboration across project teams.
  • Streamline the management of critical key performance indicators to respond quickly to scope changes and project risks.

Effective management

  • Take advantage of a secure portal to collaborate directly with customers on quotes, project scope, and resource requirements.
  • Ensure a single view of the business with a unified system of engagement and native Microsoft Project integration.  
  • Collaborate seamlessly with sales by creating project contracts, tracking labour rates, and generating statements of work directly within Dynamics 365 for Sales.

Adaptable platform

  • Generate actionable insights with artificial intelligence tools and guide your teams to optimal outcomes.
  • Reduce the cost and complexity of operating a global infrastructure with the trusted Microsoft cloud platform providing state-of-the-art security and compliance.  
  • Automate processes across Dynamics 365 applications and third-party systems through an extensible and flexible platform.

Selected functions

Project Sales Management

The sales team gets the ability to create contracts, statements, cost control in the Project Operations application. Integrated sales management dashboards support project operations and profit forecasting, project feasibility and customer collaboration, also through a customer portal.

Microsoft Dynamics 365 Project Operations

Resource-based projects

Built-in analytical and forecasting tools, task templates, data visualisation and what can be gleaned from them help to better plan projects, identify effective practices and activities, create tailored solutions and plan resources more efficiently.

Microsoft Dynamics 365 Project Operations

Resource planning

The application makes it possible to delegate tasks and assign staff to them based on their competence and availability.

Microsoft Dynamics 365 Project Operations

Scheduling table

Project Operations uses Project for the Web as its primary scheduling apparatus. Instead of using the standard Microsoft Dataverse Web Application Programming Interfaces (APIs), the application uses the new Project Scheduling APIs to create, update and delete project tasks, resource allocation or task dependencies.

Microsoft Dynamics 365 Project Operations
"Based on our cooperation, we confirm the experience, professionalism and realibility of ANEGIS employees. We recommend this vendor as a reliable business partner."
Ewa Franczak
"ANEGIS provided excellent support for our Dynamics AX Parent Company finance installation. Their consultants are top quality, highly effective professionals."
Marie Capes
Director of Finance and Administration, WPP London
"ANEGIS’ commitment and reliable approach were a key factor in our decision to work with them, and they continue to deliver in an effective and timely mannner."
Neil Hammond
IT Director, BUUK Infrastructure
"Our go-live was successful! Thank you to all of you. Let me repeat that I am really thankful!"
Dr. Rick Dannert
Project Manager, New Yorker
"Not only is the product great but the Talkdesk team has the capability to adapt to each customer, understand the business and think of ways for improvement. That was the most important thing for me."
Ludovic Magnier
Live Operations Platform Manager, Glovo
"We were looking for a solution that is reliable and flexible, that we could implement anywhere, anytime without any big changes in our infrastructure."
Wijnanda Benneker
Project Manager, Canon Europe
"Doctors and nurses are soldiers on the front line, so care continuity is critical. But we could not compromise the health of our own employees either. We didn’t think WFH for our contact center agents was possible, but we knew we had to do it."
Elias Farah
Chief Executive Officer and President, MEDFAR Clinical Solutions
"We looked at five different contact center companies and explored every one in depth. No one but Talkdesk had exactly what we needed in a Salesforce integration. The biggest advantage of Talkdesk is that the integration was already in place and ready to go."
Ross Whitington
Business Operations Associate, Shift


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