Win, Deliver and Bill Projects.
Connect Your Business with Dynamics 365 Project Operations.
We implement Dynamics 365 Project Operations for UK project-centric businesses — connecting opportunity management, project planning, resource scheduling, time and expense, billing and project accounting in one AI-powered application.
The single application built for project-centric businesses
Dynamics 365 Project Operations connects your entire project business lifecycle — from the moment an opportunity is won through project planning, resource allocation, time and expense capture, billing and financial reporting — in one integrated platform.
At MS Dynamics Consulting we implement and tailor Dynamics 365 Project Operations for UK professional services firms, consultancies, IT services companies and project-delivery organisations — configuring billing models, resource management, project accounting and Copilot AI to match your specific commercial and operational requirements.
- UK-based certified Dynamics 365 consultants
- Professional services, consulting and IT services specialists
- Fixed-price, T&M and retainer billing models supported
What Dynamics 365 Project Operations can do
A single AI-powered application connecting your project business from opportunity to invoice.
Opportunity & Deal Management
Connect Dynamics 365 Sales with Project Operations so won opportunities automatically become projects. Build detailed quotes with role-based pricing, geography-specific cost rates and multiple billing models. Standardised proposal templates shorten deal cycles and improve quote accuracy from the first engagement.
Project Planning & Scheduling
Build work breakdown structures (WBS), Gantt charts, task dependencies and effort estimates directly in Dynamics 365 or in Microsoft Project — fully synchronised. Copilot can generate draft project task plans from a project description, accelerating planning for standard engagement types.
Resource Management
Maintain resource profiles with skills, certifications, roles and cost rates. Match people to projects using skills-based search, proficiency models and availability calendars. Monitor utilisation across the portfolio with hard and soft bookings, reconciliation views and resource demand forecasting to prevent over- and under-utilisation.
Time & Expense
Streamlined time entry against projects, tasks and roles — with the Time Entry Agent (preview) auto-drafting timesheet entries from calendar, email and activity data to reduce manual effort. Mobile expense capture with receipt scanning, policy enforcement and configurable approval workflows ensure compliant, accurate project cost recording.
Billing & Invoicing
Flexible billing models — fixed-price milestones, time and materials, retainers — configurable per contract line. Manage billing queues, review unbilled transactions, customise invoice layouts and handle multi-currency engagements with automated exchange rate application. Integration with Dynamics 365 Finance or third-party accounting systems for seamless AR posting.
Project Accounting & Revenue Recognition
Set up project cost and revenue profiles for fixed-price or T&M billing with accounting rules for accruals, WIP postings and revenue recognition in compliance with IFRS 15. Budget-to-actual cost tracking, variance analysis and intercompany billing support multi-entity project delivery with full financial audit trails.
Project Analytics & Insights
Built-in KPI dashboards covering resource utilisation, project margin, budget consumption, forecast-to-complete, billing backlog and contract compliance. Power BI integration extends reporting to bespoke executive dashboards, practice-level performance views and cross-portfolio analysis with drill-through to individual project data.
Copilot for Project Operations
AI assistance throughout the project lifecycle — generating project task plans, drafting status reports, identifying schedule and budget risks, answering natural language questions about project data, and auto-drafting time entries via the Time Entry Agent. Copilot reduces project administration overhead and improves visibility for project managers and leaders alike.
Microsoft Teams & 365 Integration
Share project plan links in Teams that auto-expand with key details. Collaborate on scope, budget and deliverables directly within Teams channels linked to Dynamics 365 projects. Project data is accessible from within Teams, Outlook and SharePoint — keeping project teams in the flow of work without switching between applications.
AI-powered project operations — from planning to payment
Dynamics 365 Project Operations includes AI agents that automate the most time-consuming project administration tasks — drafting timesheets, processing expenses and generating status reports — so your team focuses on delivery, not data entry.
We enable and configure the right AI capabilities for your practice as part of every implementation — with measurable reductions in administrative overhead from day one.
Ask us about Copilot for Project OperationsTime Entry Agent
Auto-drafts timesheet entries by analysing calendar appointments, emails and recent project activity — capturing hours, matching to the correct project and task, and presenting a pre-filled draft for consultant review. Dramatically reduces weekly timesheet completion time and improves billing accuracy.
Expense Agent
Turns receipts, emails and trip details into draft expense reports — enforcing policy compliance, categorising spend and routing for approval automatically. Cuts the effort of expense reporting for consultants travelling on client engagements and eliminates manual re-keying by finance teams.
Copilot Status Reports & Risk
Generate project status reports and risk assessments using natural language prompts — Copilot analyses schedule, budget and resource data to produce structured summaries ready for stakeholder distribution. Identify at-risk projects across the portfolio before issues escalate.
Copilot Task Plan Generation
Describe a project and let Copilot generate a draft work breakdown structure with tasks, durations and dependencies — accelerating project setup for standard engagement types and giving project managers a structured starting point they can refine rather than build from scratch.
How we deliver your Dynamics 365 Project Operations project
Discovery & Process Design
We map your project lifecycle end-to-end — from opportunity and quoting through project delivery, time and expense capture, billing and financial reporting. We document billing models, resource management requirements, approval workflows and financial integration needs before any configuration begins.
Configuration & Billing Setup
We configure project parameters, billing models, price lists, cost rate tables, contract templates, approval chains and resource management rules — tailored to your commercial terms and operational workflows, not a generic out-of-the-box setup.
Financial Integration
We integrate project invoicing, cost postings, revenue recognition and intercompany billing with Dynamics 365 Finance or your existing accounting platform — Sage, Xero, QuickBooks, SAP or bespoke ERP — ensuring project financials flow accurately into your general ledger.
Data Migration
We migrate active projects, historical project data, resource profiles, customer accounts and billing history from your existing PSA, timesheet, or project management system — including Kimble, Certinia (FinancialForce), Mavenlink, Harvest, Toggl, Microsoft Project and bespoke spreadsheet-based systems.
Training, Go-Live & Support
Role-based training for consultants, project managers, resource managers, billing administrators and finance teams. Supported go-live with our UK team on hand, followed by a hypercare period and optional ongoing managed support retainer.
Dynamics 365 Project Operations pricing
Microsoft licensing prices shown. We advise on the right licence structure and can bundle licensing with implementation services.
Project Operations Lite
£26.40
user/month, paid yearly (excl. VAT)
Core project management, time and expense for resource-light deployments. Suitable for organisations that need project tracking and time capture without full resource management and project accounting.
- Project planning & WBS
- Time & expense entry
- Basic project tracking
Project Operations
£95.80
user/month, paid yearly (excl. VAT)
Full project-centric business management — opportunity management, project planning, resource management, time and expense, billing and project accounting. Includes Copilot and AI agents.
- Full resource management
- All billing models
- Project accounting & IFRS 15
- Copilot & AI agents
- Finance integration
Project Operations + Finance
Contact us
for enterprise pricing
Combines Dynamics 365 Project Operations with Dynamics 365 Finance for organisations requiring full ERP capability alongside project management — global operations, multi-entity and complex revenue recognition.
- Everything in Project Operations
- Full Dynamics 365 Finance ERP
- Intercompany billing
- Global multi-currency
* Prices are Microsoft's published UK prices and are subject to change. Contact us for a tailored quote including implementation services.
Why UK businesses choose MS Dynamics Consulting
for their Dynamics 365 Project Operations implementation
Microsoft Certified
Our consultants hold Microsoft Dynamics 365 certifications including Project Operations and Finance, and keep current with every release wave update.
Professional Services Specialists
We work extensively with consulting firms, IT services companies, engineering practices and other project-centric organisations — understanding your commercial model, billing challenges and resource pressures.
End-to-End Delivery
From commercial model design and billing configuration through financial integration, data migration, training and ongoing managed support — we handle the complete project lifecycle.
UK-Based Team
UK-based consultants who understand UK VAT, HMRC compliance, Making Tax Digital and UK GAAP / IFRS requirements — ensuring your project accounting is configured correctly from the start.
Frequently asked questions
Explore more Dynamics 365 apps
Project Operations works best alongside the wider Dynamics 365 suite.
Scroll each panel to explore our Dynamics 365 Project Operations expertise in depth.
Core Project Operations Capabilities
Opportunity & Contract Management
Dynamics 365 Project Operations extends Dynamics 365 Sales with project-specific quoting capability — allowing sales teams to build detailed cost estimates, role-based pricing and multi-line contracts directly from a CRM opportunity. Standardised quote templates with pre-defined task structures, resource roles and price lists shorten deal cycles and ensure margin consistency across engagements. Fixed-price, time and materials and retainer billing models are configurable per contract line — supporting mixed billing within a single engagement.
Project Planning
Project managers build work breakdown structures, Gantt charts and task networks within Dynamics 365 or the connected Microsoft Project desktop client — with full bi-directional synchronisation. Effort estimates, task durations and dependencies drive resource demand, budget calculations and schedule variance analysis automatically. Copilot can generate a draft WBS from a project description, accelerating setup for recurring engagement types and giving project managers a structured starting point.
Resource Management
Resource profiles capture skills, certifications, roles, cost rates and availability calendars for every consultant. Project managers raise resource requests by role and skill; resource managers search the available pool using proficiency matching, utilisation forecasts and hard/soft booking status to fulfil demand. The Resource Reconciliation view surfaces booking gaps and over-allocations across the portfolio — enabling proactive reallocation before project deadlines are impacted.
Dynamics 365 Project Operations UK project management Dynamics 365 resource scheduling UK project quoting Dynamics 365 professional services automation UKBilling, Finance & AI
Time & Expense
Consultants submit time against project tasks and roles via the web interface or mobile app. The Time Entry Agent (preview) auto-drafts timesheet entries by analysing calendar appointments, emails and recent activity — dramatically reducing weekly completion time and improving billing capture. Expense reports are submitted with receipt photos captured on mobile; the Expense Agent turns receipts and trip details into draft reports with automatic policy checks, categorisation and approval routing.
Billing & Revenue Recognition
Billing queues aggregate approved time, expense and material transactions ready for invoice generation. Milestone billing for fixed-price contracts, progressive billing for long-running engagements, and subscription billing for retainer clients are all supported. Revenue recognition complies with IFRS 15 accounting standards — project revenue profiles configure accruals, WIP postings and completion percentage calculations for accurate monthly financial reporting. Multi-currency invoicing handles global engagements with automated exchange rate application.
Copilot & AI Agents
Copilot for Project Operations is embedded across the platform — generating project task plans, drafting stakeholder status reports, identifying schedule and budget risks, and answering natural language questions about project portfolio data. Project managers spend less time on administration and more time managing client relationships and delivery quality. The Time Entry Agent and Expense Agent are production or preview AI agents that automate the highest-volume administrative tasks for billable professionals.
project billing UK IFRS 15 revenue recognition UK Copilot Project Operations UK time and expense Dynamics 365 project accounting UKImplementation & Support
Billing Model & Pricing Design
We design your price list structures, cost rate tables, billing model configurations and contract templates to reflect your actual commercial model — ensuring the system generates accurate quotes, tracks margin correctly and invoices in the format your clients expect. We also design approval workflows for time, expense and invoices aligned to your internal governance requirements and delegation of authority policies.
Data Migration
Migration from existing PSA and timesheet platforms including Kimble, Certinia (FinancialForce PSA), Mavenlink, Wrike, Harvest, Toggl, Paprika, BigTime, Teamwork, spreadsheet-based systems and custom in-house solutions. We handle active project migration, historical timesheet data, resource profiles, customer accounts and billing history — with full data profiling, mapping and validation to ensure accurate go-live data quality.
Financial System Integration
Native integration with Dynamics 365 Finance for organisations requiring full ERP project accounting. Custom connector development for Sage 50, Sage 200, Sage Intacct, Xero, QuickBooks Online, SAP Business One, SAP S/4HANA and bespoke accounting platforms — using Power Platform connectors or Azure Integration Services to synchronise invoices, cost postings and revenue recognition entries in real time.
Managed Support
Flexible monthly retainers covering break-fix, billing model changes, new project type configuration, release wave update testing, reporting enhancements and user training. UK-based team with defined response SLAs — Mon–Fri 09:00–18:00 GMT — ensuring your project operations platform evolves with your growing practice.
Dynamics 365 Project Operations implementation UK PSA consultant UK Certinia to Dynamics 365 Kimble to Dynamics 365 D365 Project Operations support UKReady to simplify your operations?
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