Dynamics 365 Project Operations implementation
Veratas implements Microsoft Dynamics 365 Project Operations for project-based businesses that need one system for sales, resourcing, delivery and project accounting. From opportunity to invoice, integrated with Dynamics 365 Finance and reported in real time so you see project profitability, not just a pipeline.
Project Operations services
Implementation, project accounting, resource scheduling, Finance integration and Power BI reporting, the full Project Operations lifecycle from Veratas.
01.
Project Operations implementation
Full lifecycle delivery from discovery to go-live
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Business requirements and fit-gap analysis across finance, purchasing, inventory, and sales
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Chart of accounts design, dimension structure, and financial reporting framework
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Inventory management: items, locations, bin management, and costing methods (FIFO, average, standard)
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Purchasing and payables: vendor management, PO workflow, and payment processing
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Sales and receivables: customer management, order processing, and invoicing
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Project management: job costing, resource planning, and WIP reporting
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Go-live planning, cutover rehearsal, and post-launch hypercare support
02.
Project accounting and finance integration
Extensions and ISV integrations built to Microsoft best practices
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AL extension development: customisations without modifying the base application
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Microsoft AppSource ISV integration: shipping, warehousing, manufacturing, and payroll
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Custom workflows, approval chains, and notification configuration
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API integrations: connecting Project Operations to third-party platforms via REST APIs
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Azure DevOps CI/CD pipelines for Project Operations extension build and deployment
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Code review, performance profiling, and upgrade-safe extension architecture
03.
Resource management and scheduling
Business-ready analytics on Project Operations data
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Project Operations standard Power BI apps: Finance, Sales, Purchasing, and Inventory
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Custom semantic models and dataflows for Project Operations reporting requirements
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Microsoft Fabric integration: Project Operations data into OneLake for enterprise BI
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Financial reporting: trial balance, P&L, balance sheet, and cash flow with drill-through
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Operational dashboards: inventory turnover, purchase analysis, and order fulfilment
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Self-service analytics enablement and training for finance and operations teams
04.
Project reporting and Power BI
SLA-backed support and continuous improvement
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Incident management: triage, root cause analysis, and resolution within agreed SLA
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Microsoft wave release assessment and regression testing coordination
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User training: new functionality adoption and refresher sessions
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Performance monitoring: query analysis, report optimisation, and database health checks
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Monthly Project Operations health report: open issues, update status, and licence utilisation
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Quarterly roadmap session aligning Microsoft releases to your business priorities
Project Operations, live from $8,000
A fixed-scope, fixed-fee rollout on Microsoft best practice. You see exactly what the price covers, and a fair, transparent quote for anything more.
Fixed fee from $8,000 | Delivered in 5 to 8 weeks | Price shown up front
A working Project Operations foundation
Everything a project business needs to sell, resource, deliver and bill on day one.
One legal entity, core project management, project contracts and billing, resource management with skills and availability, time and expense capture, and project accounting integrated with Dynamics 365 Finance.
Licensing is separate. The $8,000 covers implementation services; Dynamics 365 Project Operations licences are billed per user per month through Microsoft CSP, which Veratas can provide.
What is in the $8,000, and what we quote separately
Anything beyond the standard package is optional, and always quoted before you commit.
| In your $8,000 | Beyond the package, quoted at a fair rate |
|---|---|
| One legal entity, one location | Multiple companies, intercompany, consolidation |
| Essentials: finance and trade | Manufacturing, advanced warehouse, projects and jobs, service management |
| Master data and opening balances | Historical transactions, extraction from your old system |
| Standard reports and document layouts | Custom reports and Power BI dashboards |
| Out-of-the-box configuration | Customisations and AL extensions |
| Standard bank and tax setup | Integrations: e-commerce, CRM, payroll, EDI, bank feeds beyond standard |
You pay $8,000 for the standard setup. Everything else is optional, scoped and quoted transparently at a reasonable rate, and always shown before you decide.
What makes our Project Operations delivery different
Project businesses need finance to trust the numbers and delivery to trust the plan. Veratas configures Project Operations so both do, with project accounting, resourcing and reporting that hold up under scrutiny.
Project accounting done right
We configure project cost, revenue recognition and work-in-progress so finance trusts project profitability, not just the sales pipeline.
Resourcing that reflects reality
Skills, roles, availability and utilisation are modelled on the schedule board, so you staff projects profitably and see who is free before you commit.
Integrated with Dynamics 365 Finance
Project Operations is wired to Dynamics 365 Finance for a single ledger and one version of project cost and revenue, not a disconnected bolt-on.
Reporting from day one
Power BI dashboards for project profitability, utilisation, backlog and cash are delivered from day one, so leaders see the whole portfolio live.
FAQ
Project Operations questions answered
Implementation cost, timeline, plan choice, ISV recommendations, and post-go-live operations.
Our fixed-fee Project Operations implementation is from $8,000 for a bounded scope: one entity, core project management, resourcing and project accounting integrated with Finance. Complex or multi-entity programmes are quoted after a scoping call.
Project Operations suits project-based businesses, consultancies, agencies, engineering, construction and professional services, that sell, resource and bill work as projects and need project profitability, not just a general ledger.
Yes. We deploy Project Operations integrated with Dynamics 365 Finance so project cost, revenue and billing share one ledger. Lighter deployments are available for smaller needs.
The fixed-fee starter is delivered in 5 to 8 weeks. Larger programmes with complex billing, multiple entities or heavy integration are scoped and quoted up front.
Yes. We configure skills, roles, availability and the schedule board so you can staff projects, track utilisation and forecast capacity.
Time and expense capture, approvals, and project contracts for time-and-materials, fixed-price and milestone billing are part of the standard configuration.
Yes. Power BI dashboards for project profitability, work-in-progress, utilisation and cash flow are delivered with the implementation.
No. Project Operations licences are billed per user per month through Microsoft CSP, which Veratas can provide. The fixed fee covers our implementation services.
Ready to implement Dynamics 365 Project Operations?
Implementation, project accounting, resourcing and reporting, Project Operations delivered by Veratas.