Microsoft Dynamics 365: Project Operations

Is Project Operations the right choice?

Microsoft Dynamics 365 Project Operations is designed to support project-based organizations by providing tools for project management, resource planning, and financial tracking. However, does it really have all the capabilities your business needs? Or will it leave you wanting more in the future?

What if you could get more for the same price?

Get the same features with a better performing system for the same price with the ability to add capabilities where you need it.

Project Operations

$135

user/m

Microsoft’s default project module for D365 Finance with standard project management capabilities with a single WBS structure and basic features. No upgrades or product expansions available.

Key Features

Project scheduling (WBS)
Resource & capacity management

Quoting & Templates
Costing & Budgeting
Power BI reporting

vs.

PlanAutomate EPM

$135

user/m

Our core Enterprise Project Management (EPM) product has all the same project management functionality as Project Operations in a more capable system that’s embedded in D365 Finance. Plus, you gain the ability to grow into other features.

Key Features

Project scheduling (WBS)
Resource & capacity management

Quoting & Templates
Costing & Budgeting
Power BI reporting

plus

Faster performance for projects of any size
Dedicated Cost Breakdown Structure (CBS) with periodization for better cost control
Enhanced timesheets for streamlined time recording
Change management controls
Implementation led by project experts
Ability to add on advanced features as you need for your industry or business (see here)

+$USD per user per month paid yearly.

Compare Features

Get the most options for your business now and in the future.

← More

Compare to:	MS D365 ProjOps. Microsoft - Select	HSO AEC360 + ProjOps. Select	PlanAutomate EPM Essentials Base €135 /mo Select	AEC Add-on €60 /mo Select	ETO Manufacturing Add-on €60 /mo Select	Professional Services Add-on €60 /mo Select	Insight & Analysis Add-on €30 /mo Select	Governance Add-on €30 /mo Select	Advanced PM Add-on €60 /mo Select	Project Modeling Add-on €20 /mo Select	Risk Mgmt. Add-on €20 /mo Select
Insights and analysis
Power BI cubes	◑	◑	●
Embedded Power BI reports			●
Portfolio analytics							●
Portfolio performance							●
Performance index							●
PlanVector AI							●
AI Project Analysis
Status Reports							●
Trend Analysis							●
Projections & Forecasts							●
Root Cause Analysis							●
Risk Assessment							●
Post-Mortem Analysis							●
Counterfactual (What-if) Analysis							●
Planning
Work Breakdown Structure (WBS)	◑	◑	●
Gantt & drag and drop	●	●	●
Critical path and float			●
Task network	●	●	●
Role and resource scheduling	●	●	●
Capacity management	◑	◑	●
Soft/hard commit	●	●	●
Auto assign resources	●	●	●
Task and Gantt filtering			●
Task workflow			●
Custom grid views			●
Activity backlog			●
WBS sensor points			●
Manual tasks				●	●	●			●
Material planning				●	●
Material constraints				●	●
What-if simulation				●	●				●
Capacity leveling					●	●			●
Task driven serviceline and line property					●	●			●
Custom project/role/task attributes					●	●			●
Baselines									●
Embedded projects (WBS)									●
Constraint types									●
Gateway reviews and deadline management									●
Task tags									●
Project calendar									●
Project phases									●
Schedule backwards from finish									●
Estimation
Budget versions	◑	◑	●
Templates	●	●	●
Create from quote	●	●	●
Create from existing project	●	●	●
Approvals	●	●	●
Copy from WBS	●	●	●
Import/Export XML			●
Cashflow			●
Qty budgets				●	●
Retainers						●
Models										●
Cost breakdown structure
Embedded projects (CBS)	●	●	●
Posting status			●
EVA principles									●
Cost codes & cost code reporting									●
Period close									●
Portfolio organization
Stakeholder workspace								●
Auto pilot								●
Project sensor points								●
Stakeholders								●
POS security								●
Batch lists			●
Costing sheet
Cost (view)	●	●	●
Revenue (view)	●	●	●
By category	●	●	●
By category group	●	●	●
Embedded projects	●	●	●
CTC and EAC	◑	◑	●
Variance tracking	◑	◑	●
Contract line items (view)			●
Dedicated Cost Breakdown Structure (CBS)			●
Budget periods			●
CBS sensor points			●
Variance reason codes									●
Deliverables (view)				●	●				●
Change control (view)				●	●				●
WBS estimate (view)					●	●			●
Revenue to complete (view)					●	●			●
Get WBS estimates					●	●			●
Retainer						●			●
Burn rate (view)									●
Earned value (view)									●
RAIDO (view)											●
Labor quantities (view)									●
Cashflow									●
Portfolio management
Project portfolios	●	●	●
Portfolio status							●
Portfolio sensor points							●
Project breakdown structure							●
Project budget periods							●
Risk management
RAIDO register											●
Change management
Revisions	●	●	●
Change orders			●
Change requests			●
Copy Change set					●	●			●
Copy WBS					●	●			●
WBS change sets					●	●			●
Resource management
Resource attributes	●	●	●
Calendars and exceptions	◑	◑	●
Resource loan management	●	●	●
Grade, service & location					●	●
Labor rates by grade and service line					●	●
Project resourcing (dispatch)									●
Workspaces
Project management	●	●	●
Project team member			●
Project costing			●
Project planning			●
Project change management			●
Project capacity management			●
Project material constraints				●	●
Project subcontract management				●	●
Project stakeholder								●
Project period close								●
Project RAIDO											●
Subcontract management
Subcontract management	●	●	●
Timesheet management
My assignments & widget	●	●	●
Team member workspace			●
My calendar			●
Task status update									●
My tracked RAIDO											●
AI Agents
Project Analyst							●
Time Entry & Expense		●
PayFlow		●
Other
Fee Estimator		●	●
Electronic invoicing		●
Experience mgt.		●
Mobile access		●	◑
AI Brief builder		●
Whitespace analysis		●
Copilot & AI Automation	●	●	●

More ↓

Why choose PlanAutomate for Dynamics: We do things differently

Process-first Approach

We don’t just implement technology. We start with your business processes. Beyond implementation, we can analyze and reengineer your processes for optimal efficiency and then provide the technology to systemize them.

Ensures your processes are set up in the most efficient manner
Makes certain the system you use is aligned with your processes and delivers maximum value

Project Expertise

Our consultants come directly from project-driven organizations like yours with decades of complex project management experience and having gone through technology-driven transformations themselves.

Ensures we understand your problems thoroughly
Enables us to provide service beyond what anyone else in the Dynamics ecosystem can do

Broadest Technology Options

We turn Microsoft Dynamics 365 Finance into an operating system for your project business. Our flexible solution allows us to serve straightforward service organizations as well as the most complex engineering and project-driven manufacturing companies.

Ensures you get the right set of technology to solve your problems
Enables you to grow and scale your company on the same platform

PlanAutomate is the only partner in the Microsoft ecosystem with this distinct project-driven business focus.

Learn how to empower your people and processes with D365. All of them.

Download this ebook:
Managing Projects in D365 Finance

Most project-driven organizations using Microsoft Dynamics 365 Finance still rely on spreadsheets and disconnected tools to manage complex projects. How do you fix that?

This quick-read guide helps you understand how to use D365 Finance to empower your people and processes across the board:

What your people do today that they shouldn’t have to
Why D365 Finance (even with Supply Chain) leaves a project control gap that bogs down your people
What critical processes are missing in D365 for project companies
What PlanAutomate has that Project Operations does not—and when to use each
How to decide which solution is right for your project environment