Microsoft Dynamics 365 Project Operations

By audience

Accounting & Finance

• Runs project accounting including revenue recognition, WIP tracking, and multi-rate billing for AE fee structures
• Supports fixed-price, time-and-materials, and retainer contract types common in AEC project delivery
• Integrates financial close data with broader Dynamics 365 Finance for enterprise-level consolidation

Business Development

• Manages project opportunities and client pursuits through a CRM-integrated sales pipeline
• Generates proposals with cost modeling and resource plan scenarios tied to the project profit model

Executive Leadership

• Provides pipeline-to-profit visibility across the full project lifecycle from pursuit to final billing
• Dashboards and Power BI integration surface utilization rates, project margins, and backlog KPIs

Project Engineer

• Logs time and expenses directly against project activities and work breakdown structures
• Tracks project deliverable status and milestone completion to support billing trigger points
• Accesses resource availability and skill-matching tools to support staffing decisions on active projects

Project Manager

• Manages project plans, resource assignments, and budget tracking in a single integrated environment
• Tracks time and expense entries per project with automated approval workflows reducing administrative overhead
• Provides real-time project cost vs. budget visibility with drill-down into labor, materials, and subcontract spend
• AI-powered Time Entry and Expense Agents (in preview) automate routine capture tasks for project managers

By phase

Concept & Planning

• Supports opportunity management, project scoping, and early resource planning during pursuit phase
• Models project profitability scenarios to support go/no-go decisions on pursuits

Pre-Construction

• Manages contract setup, resource staffing plans, and subcontract structures at project kickoff
• Tracks pre-construction labor costs and consultant fees against approved project budgets

Construction

• Records time, expense, and material costs against project activities during active delivery phases
• Manages progress billing and invoicing workflows against milestone-based or T&M contract structures

Closeout & Operations

• Handles final billing, retainage release, and revenue recognition adjustments at project closeout
• Generates post-project profitability reports for lessons-learned and future bid calibration