Microsoft Dynamics 365 Project Operations
Dynamics 365 Project Operations bridges CRM and ERP for project-centric businesses — connecting sales pipeline, resource scheduling, project delivery, and finance in a single Microsoft platform. Weblink Plus implements and configures Project Operations for Australian professional services firms and project-based organisations, from initial scoping through to post-go-live support.
Talk to a Project Operations SpecialistBridges CRM and ERP in one platform. Dynamics 365 Project Operations connects your sales opportunities in Dynamics 365 CRM directly to project delivery and financial posting in Dynamics 365 Finance — eliminating the gap between winning work and delivering it. Learn about Dynamics 365 Finance →
Core Capabilities
One platform for the full project lifecycle — from proposal to invoice.
Project Planning & Costing
Build detailed project plans with work breakdown structures, budget estimates, and cost tracking — giving project managers and finance teams a shared view of project health from day one.
Resource Scheduling & Utilisation
Match the right people to the right projects based on skills, availability, and cost. Real-time utilisation dashboards help resource managers avoid bottlenecks and maximise billable capacity.
Time & Expense Management
Mobile-friendly time entry and expense capture for project staff, with automated approval workflows and direct posting to project cost and the financial ledger — eliminating manual reconciliation.
Project Billing & Revenue Recognition
Flexible billing models — time-and-materials, fixed-price, and milestone-based — with automated invoice generation and revenue recognition rules aligned to AASB 15 and your commercial contracts.
Best Suited For
Not sure if Project Operations is the right fit? Book a free ERP Health Check and we will assess your requirements.
Frequently Asked Questions
What is Dynamics 365 Project Operations?
Microsoft Dynamics 365 Project Operations is a cloud platform that connects sales, resourcing, project management, and finance for project-based businesses. It gives project managers, resource managers, and finance teams a single system to plan projects, schedule resources, capture time and expenses, and manage billing — from the initial opportunity through to revenue recognition. It is designed for organisations where projects are the primary unit of delivery and revenue.
Does Dynamics 365 Project Operations integrate with Dynamics 365 Finance and Business Central?
Yes. Dynamics 365 Project Operations is natively integrated with Dynamics 365 Finance, enabling real-time project cost posting, revenue recognition, and financial reporting without manual data transfer. For mid-market organisations, it also integrates with Microsoft Business Central. Weblink Plus designs and implements these integrations as part of a complete Microsoft Dynamics 365 solution, ensuring your project data and financial ledger stay in sync.
Is Dynamics 365 Project Operations suited to professional services firms?
Yes — professional services firms are the primary use case for Dynamics 365 Project Operations. Consulting firms, engineering practices, IT services businesses, and managed service providers use it to manage project pipelines, allocate consultants, track billable hours, and automate client invoicing. The platform supports time-and-materials, fixed-price, and milestone-based billing models, making it flexible enough to match the commercial structures common in Australian professional services.
Who is Dynamics 365 Project Operations best suited for?
Dynamics 365 Project Operations is best suited to project-based businesses with 50 or more staff — particularly professional services firms, engineering and construction consultancies, IT services providers, and managed service organisations. It is especially well suited to businesses already running Dynamics 365 Finance or Business Central, those replacing disconnected project management and finance tools, and organisations that need real-time visibility into resource utilisation, project profitability, and billing status.
Ready to Connect Your Projects and Finance?
Our certified Dynamics 365 consultants will assess your project delivery model and design a solution that connects your pipeline, resources, and financials in one platform.