Procure and consume stocked inventory for projects
Managing project-based sales using the Sales and marketing module in Dynamics 365 finance and operations apps
Project pricing and costing using the cost rate and bill rate configurations in finance and operations apps
Resource management for projects in finance and operations apps
Project progress and time tracking in finance and operations apps
Expense management experiences for project and non-project expenses with receipt capture using OCR capabilities
Invoicing using an enterprise-class sales tax and date-effective exchange rates system
Configurable project groups for WIP accounting and accruals
Project revenue recognition
This deployment type also provides an extension to the functionality provided by the Dynamics 365 Finance and Dynamics 365 Supply Chain Management applications.
Select this deployment type to use Dynamics 365 Project Operations for the full project lifecycle, including the following key requirements:
An extensive Project management system that manages inventoried items and job/production order costing for internal and billable projects for schedules and financials.
The organization already has Dynamics 365 Finance or Dynamics 365 Supply Chain and Manufacturing apps and integrating project-based transactions will simplify data access and reporting needs.
A fully functional Expense management system that includes policy enforcements and reimbursements for tracking project and non-project expenses.
An enterprise-class sales tax and exchange rate engine to generate customer-facing invoices for projects.
An International Financial Reporting Standards(IFRS)-compliant project accounting and revenue recognition system.