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MS Dynamics 365 Project Operation

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    Unifying Project Management and Financials with Dynamics 365 Project Operations

    For professional services organizations, managing projects across siloed systems for sales, delivery, and finance results in scope creep, inaccurate invoicing, and diminished profitability. Aphelios Solutions specializes in implementing and optimizing Microsoft Dynamics 365 Project Operations, the single application that unites the entire project-based workflow.

    We provide end-to-end integration, seamlessly connecting the initial sales opportunity, resource scheduling, project execution, time and expense tracking, and final financial reporting. This strategic unification eliminates data handoffs, enforces compliance, and ensures every project is delivered on time, within budget, and with maximum profitability.

    • Resource Management & Project Execution

      We configure intelligent Resource Management to match project demand with consultant skills and availability. We streamline project execution using robust planning tools for tracking progress, time, and expenses in real-time.

    • Financial Control & Automated Billing

      We establish robust Project Accounting and governance, automating time and expense entries and linking project completion directly to accurate invoicing and financial reporting for predictable cash flow.

    Driving Predictable Project Profitability and Resource Utilization

    Dynamics 365 Project Operations is the engine for predictable, profitable service delivery. Our services focus on configuring the core functionalities from Resource Management and Project Accounting to Advanced Expense Management. We help you gain real-time visibility into key metrics like utilization rates and project margin. By leveraging intelligent resource matching and automated time and expense entry, we reduce administrative overhead and accelerate the billing cycle. Aphelios Solutions delivers a connected platform that empowers project managers with accurate, real-time data, enabling them to make proactive adjustments that safeguard project profitability and drive overall organizational growth.

    • Improved Resource Utilization
    • Accelerated Quote-to-Cash Cycle
    • Enhanced Project Profitability
    • Accurate Time and Expense Tracking

    Strategic MS Dynamics 365 Project Operations & Profitability

    For professional services organizations, managing projects across siloed systems for sales, delivery, and finance results in scope creep, inaccurate invoicing, and diminished profitability. Aphelios Solutions implements and optimizes Microsoft Dynamics 365 Project Operations, the single application that unites the entire project-based workflow.

    We go beyond basic project tracking, providing deep expertise in Contract Management, Pricing, and Analytics. Our goal is to leverage the unified platform to eliminate data handoffs, accelerate the billing cycle, and ensure every project is delivered on time, within budget, and with maximum profitability, driving sustainable growth for your services organization.

    7 Essential MS Dynamics 365 Project Operations Services

    Unified Project Planning and Execution

    Implementing the project planning tools to create detailed work breakdown structures (WBS), track project status, manage tasks, and connect execution directly to financial governance.

    Configuring the Resource Management capabilities to accurately track consultant skills, forecast resource demand, and utilize intelligent scheduling to match available talent to the right project roles for optimal utilization.

    Establishing robust Project Accounting rules, including setting up estimate-at-completion (EAC), configuring project contracts, pricing structures, and integrating financial data with core ERP systems.

    Implementing automated workflows for Time and Expense Entry, including mobile capabilities and approval processes, and linking these directly to automated customer invoicing and financial reconciliation for accelerated cash flow.

    Designing the seamless flow of data from the Dynamics 365 Sales Opportunity module (or a similar CRM) to Project Operations, ensuring project contracts, scope, and initial budgets are accurately transferred upon deal closure.

    Configuring customized reports and dashboards using Power BI to provide real-time visibility into key project metrics, such as profitability, utilization rates, resource capacity, and project margin.

    Implementing modules and workflows to efficiently manage project-related subcontracting activities and intercompany transfers, ensuring accurate cross-charge billing and compliance for global projects.

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