Integration module Between Dynamics 365 Project Operations and Finance & Operations

Improve your sales, billing, and reporting with Project Operations & Finance-the integrated bridge between Dynamics 365 Project Operations and Finance & Operations.

This powerful solution streamlines workflows, enhances financial oversight, and delivers robust reporting capabilities. By seamlessly connecting Project Operations with Finance & Operations, it enables real-time data sharing, reduces manual work, and minimizes the risk of errors, ensuring smoother project execution and more accurate financial tracking.

Who is it for?

The Project Operations - Finance Integration Module is designed for professional services firms and project-based organizations that use Dynamics 365. It streamlines the sales-to-billing process by synchronizing data and providing clear project and financial reports. This tool is particularly valuable for project managers, finance teams, and decision-makers who seek better operational control and real-time financial insights.

What Pain Point does the App address?

• Manual Data Entry: Without integration, teams are forced to enter the same data into both systems, increasing workload and risk of human error. • Data Mismatches: Operating in silos often leads to discrepancies between project data and financial records, undermining accurate reporting and decision-making. • Billing Delays: Lack of synchronization between systems slows down invoicing processes, impacting cash flow and overall financial health. • Time-Consuming Processes: Managing disconnected platforms takes valuable time and effort, reducing team efficiency and productivity. • Collaboration Barriers: Disconnected systems hinder collaboration between the project and finance teams, making coordination and alignment more difficult.

Key features:

• Time entries and expense entries sync from Project Operations to Finance & Operations. • Automated invoice proposal generation in Finance & Operations from approved data in Project Operations. • Error handling and retry framework with detailed logs and alerts. • Improved billing and cash flow. • Enabled real-time project cost visibility.

FAQ's

1. What is included in the pricing? -The pricing includes full deployment, setup with Master Data, and configuration on both the Sandbox and Production environments. Training for users is also part of the package.

2. Is training included? -Yes, training for selected users is included. Additionally, comprehensive User Guides for both Administrators and End Users will be provided.

3. Is historical data synchronization available? -Yes. We can implement the integration within your Project operation and Finance Sandbox environments on your tenant to facilitate testing and setup.

4. What is covered in the master data synced? -The integration covers synchronization of Master Data, including: • G/L Account Setup • Country Codes • Zip Codes • Bookable Resources • Accounts • Contacts • Payment Terms • Products Note: Business data, such as Projects and Transactions, is not synced and will start fresh in the target environment.

5. Can the solution be customized to fit our requirements? -Yes. The integration can be tailored to your specific use cases. These customizations fall under consulting services and include configuration and modifications as needed.

6. Does this Connector support custom data entities? -By default, the connector uses standard data entities from Dynamics 365 Project Operation and Finance, without employing dual write or custom entities.

However, support for custom entities and additional configurations is available as part of consulting services to align the solution with your business needs.

Pricing:

a) Option 1: (Perpetual pricing)

• $18,000 upfront deployment cost for 1 legal entity • $4,500 per additional legal entity • 30% of the total deployment costs would be annual maintenance costs

b) Option 2: (subscription pricing)

• $3,000 upfront deployment cost per legal entity • Subscription cost: • $900/month paid annually, i.e., $10,800/year • $225/month paid annually per additional legal entity

1. Ongoing Azure Costs will also be present and borne by the client.
2. Azure Costs are required for hosting the Azure Functions
3. Annual maintenance includes any break-fixes to the integration.
4. A Power BI Pro license is required for Power BI Reporting.