Microsoft Dynamics 365 Operations, Enterprise Edition for Faculty

Leverage deal structures tailored for project-based organizations

• Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.

Shorten the deal cycle

• After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.

Manage your pipeline with a unified sales dashboard

• Consolidate your customer data into a single view using the built-in integration with Dynamics 365 Sales to get actionable insights for personalized customer engagements.

Estimate and track projects efficiently

• Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress.

Collaborate easily across the project lifecycle

• Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.

Adapt your project with key insights

• Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.

Align the right people to the right projects

• Maintain resource profiles to easily match people’s skill sets with projects. Rate skills easily with proficiency models that adapt to your unique business needs.

Anticipate resourcing needs with intelligent scheduling

• Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.

Make team member compliance easier

• Give your teams easy-to-use time and expense-tracking tools to support policy compliance.

Ensure accurate reporting and expense policy adherence

• Use configurable rules and automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting.

Improve cash flow by invoicing customers quickly

• Manage billing queues and add ad-hoc transactions for more precise invoicing. Add details and group transactions to customize invoices for optimal review and reconciliation.

Manage your project accounting with higher accuracy

• Leverage project cost and revenue profiles for fixed-price or time and materials billing through a combination of accounting rules for cost and revenue, accruals, and postings.

Expand to a service-centric ERP system

• Use the integration with Dynamics 365 Finance or use open APIs with an external enterprise resource planning (ERP) system to extend to accounts payable, accounts receivable, and general ledger capabilities.

Democratize data to eliminate silos

• Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.