Dynamics 365 Project Operations Implementation Plans

Offer Description

Microsoft Dynamics 365 Project Operations implementation enables organizations to unify project sales, delivery, resource management, and financials within a single, integrated platform.

Visionet’s Dynamics 365 Project Operations implementation plans help organizations successfully deploy Microsoft Dynamics 365 Projects using a structured, Microsoft-aligned methodology, ensuring clarity across the entire project lifecycle—from opportunity to invoice.

With over two decades of Dynamics experience, Visionet helps organizations implement Dynamics 365 Project Operations in a way that scales with growth, supports operational discipline, and delivers measurable business outcomes.

Offer Details

Microsoft Dynamics 365 Project Operations implementation by Visionet is designed to support organizations at different stages of maturity, from core project management to enterprise-wide financial control.

1. Foundation Plan

Project Sales

• Lead and opportunity management
• Quote and contract management

Project Planning & Execution

• Work Breakdown Structures (WBS)
• Project estimates and approvals
• Project scheduling and milestones

Resource Management

• Skills and role mapping
• Resource scheduling and utilization
• Contractor and internal resource tracking

Time & Expense Management

• Timesheets and expense capture
• Approval workflows

Project Reporting

• Operational project reports
• Dashboards for project visibility

Best for: Organizations starting with Microsoft Dynamics 365 Project Operations that require strong project execution, visibility, and reporting without full financial accounting complexity.

2. Foundation + ERP Plan

Includes all Foundation Plan features, plus:

Project Accounting

• Actual invoicing
• Revenue recognition
• Expense reporting and adjustments
• Project subledger

Finance & Supply Chain Integration

• General ledger
• Accounts receivable & payable
• Procurement and cash/bank management

Financial Reporting

• Project and financial dashboards

Best for: Construction, engineering, professional services, and asset-based organizations requiring end-to-end project and financial management using Microsoft Dynamics 365 Project Operations.

3. Enterprise Plan (Discovery Required)

Includes all Foundation + ERP Plan features, plus:

Enterprise Finance Capabilities

• Fixed assets
• Inventory management
• Intercompany accounting
• Financial consolidation

Advanced Reporting

• Power BI dashboards
• Portfolio-level insights

Enterprise Governance

• Organization-wide controls
• Multi-entity and multi-region support

Best for: Large enterprises implementing Microsoft Dynamics 365 Project Operations at scale, requiring advanced governance, reporting, and financial consolidation.

Why Visionet

• Deep expertise in Dynamics 365 Project Operations and project implementation
• Proven delivery across multiple industries
• Microsoft-aligned implementation methodology
• Ability to scale from foundational deployments to enterprise rollouts
• Integration expertise across Finance, Supply Chain, and Power Platform

Visionet is a leading Microsoft partner with over 28 years of experience delivering and extending Microsoft Dynamics 365 solutions. We support organizations of all sizes through consulting, implementation, integration, and technical support, helping them turn Microsoft Dynamics 365 Project Operations into a scalable, value-driven project platform.

Our Dynamics 365 Project Operations implementation plans are designed to provide clarity, control, and confidence at every stage of your project journey.