Dynamics 365 Project Operations: 4-Months implementation

Systems Ltd

Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability

Are you ready to transform and optimize your project operations? TechVista will guide and help you to transform your end-to-end Project Operations in this 4-months journey

With TechVista offering you will be able to:

  • Enable Project Operations for deal to Performa invoicing and manage stocked & non-stocked project-based use cases
  • Improve deal management experiences
  • Drive success through enhanced project management capabilities
  • Optimize resource profitability
  • Simplify time tracking and expense management
  • Drive business performance through streamlined project financials
  • Improve visibility for greater business impact
Benefits of using Project Operations.
  • Leaders get business insights to increase visibility across all teams, data, and processes, plus AI capabilities for better and faster business decisions.
  • Sales is enabled to win more deals and accelerate the sales cycle with fast and accurate quotes, flexible pricing, and seamless transitions from estimate to execution.
  • Resourcing is set up to optimize resource use by aligning the right people, with the right skills, to the right projects. This alignment improves quality and helps to retain top performers.
  • Project managers can accelerate project delivery with state-of-the-art, built-in project management that uses familiar, easy-to-use Microsoft Project capabilities.
  • Team members can improve productivity, collaboration, and visibility with integration to Microsoft Teams, and submit time and expenses from anywhere.
  • Finance can simplify project accounting with time and expense tracking governance, project costing, budgeting, invoicing, revenue recognition, compliance, and visibility into key business health metrics.
TechVista provides template-based approach for implementing Project Operations in Dynamics 365. Our approach includes discovery and design* for a quick 2.5 months POC followed by solutioning, trainings and deployment to Production for out of the box solution.


  • This offer does not contain implementation of Dynamics 365 Finance and Dynamics 365 Supply Chain
  • We assume Financials and Supply Chain features are already configured and working in Dynamics 365