Microsoft Dynamics 365 Project Operations

Transform your projects with an AI-powered, end-to-end management platform

Sophisticated project management is much more than scheduling and assigning tasks across a team. Today, organizations need advanced tools to speed up critical initiatives, boost performance, optimize resources and track project profitability and progress against goals.  

A module of Microsoft Dynamics 365, Project Operations extends the power of the Microsoft cloud services suite with an end-to-end project management solution that integrates internal administration and customer-facing collaboration into one unified platform. As an official Microsoft partner and implementation consultant, Wipfli tailors Project Services Automation to meet distinct business needs so you can accelerate the life cycle of customer projects — from sales and planning to delivery and after-sales service.

Experience Project Operations with Wipfli by your side

Our team is committed to improving your organization’s agility and productivity through modern project management. Here is what you can expect from Project Service Automation with the support of Wipfli specialists:

COORDINATION

With Project Service Automation, organizations can mobilize the right workforce based on skills and availability for every project — and teams can easily collaborate in a shared space to manage tasks, map timelines, log progress and track budget over time. Wipfli works with clients to help ensure this application accelerates internal coordination and external service, with secure and responsive tools to connect directly with customers on quotes, scope and contracts.

WORKFLOW MODERNIZATION

Project Operations transforms an organization’s approach to managing the project pipeline, in-progress jobs and ongoing project performance. Wipfli specialists help equip teams with automated, personalized and real-time task management — along with full visibility across projects at both the enterprise and individual level. Combined with streamlined time and expense management and integrated with Dynamics 365 Business Central or your own ERP, Project Operations truly transforms your team’s daily experiences.

ANALYSIS

In Project Service Automation, users have real-time access to CoPilot AI capabilities and metrics that help monitor profitability, forecast demand and audit utilization to stay on track with goals. 

With Wipfli, your organization can create the connections you need with financial management systems to generate a comprehensive picture of performance across people, regions, customers and initiatives.

Innovation and recognition

Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients. 

Wipfli is proud to have a track record of experience that includes the following:

• 12-time Microsoft Dynamics Inner Circle Award
• 275+ Microsoft technology managed services projects (Microsoft Modern Work, Infrastructure, and Security)
• Solutions Partner designations earned for Data & AI, Business Applications, Digital & App Innovation, Modern Work, Infrastructure and Specialization for Small & Midsized Business Management