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Business Central Services
Dynamics 365 project operations services that connect delivery to profit
Our Dynamics 365 Project Operations services connect sales, resourcing, delivery, and finance in one system, so you see project margins while the work is still in progress.
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D365 Business Central
Dynamics 365 project operations services we provide
From first assessment to go-live and beyond, we deliver services matched to how your business wins, staffs, and delivers project work. Here is where we help most.
Dynamics 365 project operations consulting
Clarity before you commit to configuration
We assess your workflows, run a fit-gap review, and design a project operations roadmap around the right deployment model, so spending follows a plan.
Offerings:
- Business process assessment
- Project operations fit-gap review
- Deployment model selection
- Solution and phasing roadmap
- Process improvement recommendations
Dynamics 365 project operations implementation
A build shaped around your delivery
Standard setups rarely fit how project firms operate. We configure project operations for your structure, project types, and approvals, then roll it out in phases without stalling delivery.
Offerings:
- System setup and configuration
- Organizational structure design
- Project and contract types
- Approval workflow configuration
- Phased deployment planning
Project planning and resource management
Plan work, staff it, price it
Disconnected tools leave margins unclear until a project nearly ends. We set up scheduling, resource booking, time and expense capture, and costing so profitability stays visible throughout.
Offerings:
- Project scheduling setup
- Resource allocation and booking
- Time and expense capture
- Project costing and pricing
- Profitability tracking configuration
Customization and workflow development
Fit the system to real processes
Some rules and approvals are specific to your business and default settings cannot meet them. We build custom fields, forms, and Power Platform workflows around project operations.
Offerings:
- Custom fields and entities
- Forms, views, dashboards
- Approval workflow development
- Power Automate business rules
- Extensions where required
Integration and data migration
Connect projects to your wider systems
Project data loses value when it sits apart from finance and sales. We connect project operations to Dynamics 365 Finance, Business Central, CRM, and third-party tools.
Offerings:
- Dynamics 365 finance integration
- Business central and CRM connections
- Third-party system integration
- Legacy project data migration
- Data validation and reconciliation
Support, optimization, and user adoption
Steady help after your system goes live
Adoption slips when users are left alone after go-live. We provide Dynamics 365 project operations support, resolve issues, review usage, and train teams as your needs change.
Offerings:
- Post go-live support
- Issue resolution and fixes
- Process and performance reviews
- Role-based user training
- Continuous improvement updates
