Services / Project Operations
Manage the full project lifecycle — from sales estimate to delivery — in one system.
Project-based businesses run on two things: accurate estimates and resources booked against the right skills. Project Operations connects the sales quote directly to the project plan, so what was promised and what gets delivered are the same system, not two spreadsheets that drift apart.
01
Project sales
- Lead tracking and opportunity management built for project-based sales
- Multi-quote functionality with automatic conversion to project contracts on close
02
Planning & resourcing
- Work breakdown structure — task decomposition, estimation, and dependency mapping
- Resource booking with skills matching, utilisation tracking, and proficiency records
- Business process flows with mandatory stages, customised by role
03
AI & integration
- Copilot-generated activity summaries from emails, calls, and Teams interactions
- Purpose-built mobile sales app and full Outlook/Teams integration
Built for
The problems this actually solves.
Long sales cycles typical of project-based organisations
Complex resource allocation across overlapping projects
Inconsistent CRM data entry and process standardisation across skill levels
Licensing
What it costs.
Project Operations
£103.80 / user / month (billed annually)
Prices shown are list prices at time of publishing and are subject to change — get in touch for a current quote.
Other Dynamics 365 solutions
Ready to see Project Operations in action?
Get a free consultation with a Solution Architect and find out what a properly implemented system looks like.
Get Your Free Consultation