Bill more hours. Bench fewer people.
Services firms live or die on utilization and project margin. We deploy Dynamics 365 Project Operations and CE to turn time, expense, and resource planning into a closed loop — so leaders see margin slippage before the month closes.
The operational gaps we see most.
Project margin visibility
Margins reported a month after a project closes are too late. Real-time WIP and EAC tracking is non-negotiable.
Resource & utilization planning
Spreadsheet bench reports cause double-booking, missed deadlines, and bench time that erodes profitability.
Time & expense friction
If logging time takes more than 30 seconds, it doesn't get logged. Mobile-first capture is mandatory.
Disjointed sales-to-delivery handoff
When CRM and PSA don't share data, scope creep and resource gaps eat the margin sales promised.
Dynamics 365 configured for professional services.
Project Operations
Unified opportunity-to-cash flow: pipeline → quote → project setup → resourcing → time → invoice → revenue recognition.
Resource scheduling
Skills-based resource matching, capacity heatmaps, and demand-vs-supply forecasting in a single view.
Mobile time & expense
Native iOS/Android capture with receipt OCR via Power Platform — approvals routed to the right manager automatically.
Real-time margin reporting
Power BI dashboards on WIP, EAC, billable utilization, and project-level P&L, refreshed nightly or live.
The Microsoft stack we'll typically deploy.
- Dynamics 365 Project Operations
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Power BI
- Power Apps
Professional Services questions, answered.
What's the difference between Project Operations and Business Central job tracking?
Business Central jobs work for project-light services firms — typically under 50 consultants. Project Operations is built for firms where projects are the business: skills-based resourcing, contract-driven revenue recognition, and CRM-to-delivery integration.
Can we keep our existing time tracking tool?
Yes, but most firms consolidate. We've integrated tools like Harvest, Clockify, and Replicon into Project Operations, but native time entry usually wins on adoption and reporting fidelity.
How do you handle revenue recognition for fixed-fee work?
Project Operations supports percent-complete, milestone, and time-and-materials revenue recognition out of the box, with full audit trail. We configure GL postings to match your accounting policy and ASC 606 requirements.
Talk to a Dynamics 365
professional services specialist.
Free 30-minute consultation. We'll walk through your current stack, identify the highest-leverage gaps, and tell you whether Dynamics 365 is the right fit.