Home Dynamics 365 Project Operations

Certified Microsoft Solution Partner · Project Operations

Deliver projects
on time, on budget,
every time.

Unify sales, resourcing, project management, and finance in a single PSA platform. Improve project margins by 20%, increase resource utilization by 25%, and win more deals with accurate estimates. SchwettmannTech delivers certified D365 Project Operations implementations across India in 10–20 weeks.

Explore Platform

Microsoft Solution Partner

10–20 Week Delivery

Opportunity to Cash

Mobile Time & Expense

Improvement in project margins

Increased resource utilisation

Faster project delivery

On-time project completion

D365 Project Operations — Live

Live

ERP Implementation · Ahmedabad · WBS View

14 weeks · $320k contract · On track

1.0 Discovery & Design

100%Done

2.0 Configuration

75%In Progress

2.1 Finance Module

90%In Progress

2.2 Supply Chain

60%At Risk

3.0 Integration

20%Started

4.0 UAT & Training

0%Pending

$224k

Invoiced

$96k

Remaining

24%

Margin

Resource Utilisation — This Week

Amit Kumar

Senior Architect

92%

Billable

Priya Shah

Functional Consultant

110%

Overbooked

Raj Verma

Technical Lead

85%

Billable

Meena Nair

Project Manager

78%

Billable

87%

Avg Utilisation

94%

Billable %

Overbooked

Project P&L Dashboard — FY2025

$4.2M

Total Revenue

27%

Avg Margin

$1.13M

Gross Profit

Active Projects

ERP Implementation — Ahmedabad$320k24%

CRM Rollout — Bangalore$195k31%

Power Platform — Mumbai$88k38%

Azure Migration — Pune$142k22%

✓ Revenue Recognition automated · Synced to D365 Finance

Improvement in project margins

Increased resource utilisation across projects

Faster project delivery with automated billing

On-time project completion rate

Opportunity to Cash — end-to-end lifecycleAI-powered resource scheduling & utilisationGantt, WBS & milestone trackingMobile time & expense entryRevenue recognition automation10–20 week delivery by SchwettmannTechD365 Finance full ERP integrationPower BI project analyticsOpportunity to Cash — end-to-end lifecycleAI-powered resource scheduling & utilisationGantt, WBS & milestone trackingMobile time & expense entryRevenue recognition automation10–20 week delivery by SchwettmannTechD365 Finance full ERP integrationPower BI project analytics

Platform Capabilities

Everything a project-based business needs — in one platform.

From the first sales opportunity through final invoice and revenue recognition — D365 Project Operations covers the complete project lifecycle without spreadsheets or manual reconciliation.

💼Opportunity to Cash

CRM to PSA to Finance — one seamless pipeline

Transition from sales opportunities to project quotes, contracts, execution, and invoicing without data re-entry. Complete lifecycle from estimate through billing and revenue recognition — all in one Microsoft platform.

Project-based quotes with role-level estimates
Win/loss analysis & estimation accuracy tracking
Auto-convert won opportunities to contracts
D365 Sales native integration

👥Resource Management

Right resource, right project, right time

Skills-based scheduling with availability calendars, capacity planning, and utilisation optimisation. Generic or named resources — plan your workforce with complete visibility.

Skills matrix & certification matching
Capacity planning & forecasting
Billable vs. non-billable tracking
Contractor & subcontractor management

Project Planning

Gantt charts, WBS, milestones & critical path

Full project management suite — task dependencies, baselines, template projects, and earned value tracking. Deliver on time and on budget.

⏱️Time & Expense

Mobile-friendly time & expense with approval workflows

iOS, Android, and web entry with receipt capture. Multi-level approval. Offline mode. Charge to tasks with billable/non-billable classification.

💰Project Accounting

Full project P&L — integrated with D365 Finance

Cost tracking by category, budget management, ETC/EAC forecasting, milestone billing, and profitability analysis by project and customer.

📄Contract & Billing

Fixed price, T&M, retainer, hybrid — all supported

Define billing milestones, manage change orders, customise invoices, and auto-create invoices from approved timesheets. Handle retainer balances and prepaid hours with complete audit trails.

Fixed price & T&M contract types
Retainer & prepaid hour management
Branded invoice customisation
Change order approval workflows

Analytics & Reporting

Real-time project health, utilisation & profitability

Live dashboards track project RAG status, resource utilisation by team, pipeline forecast vs. actuals, and margin by project, customer, and service line — natively connected to Power BI.

Project health RAG dashboards
Billable % by resource & team
Forecast accuracy week-over-week
Power BI advanced analytics

Mobile

iOS, Android, Windows — offline capable

Log hours, capture receipts, approve timesheets, and check project status on the go. No connectivity required.

🔗Integrations

Microsoft ecosystem + third-party ERP

Teams, Outlook, SharePoint, D365 Finance, Microsoft Project, Power Platform, SAP, HR, payroll via APIs.

Business Impact

Measurable ROI within 12 months.

Proven outcomes from SchwettmannTech Project Operations implementations across consulting, IT services, engineering, and construction sectors.

Improvement in project margins from accurate cost tracking

Increased resource utilisation — fewer bench days wasted

Faster project delivery with automated scheduling & billing

On-time project completion rate with milestone tracking

Implementation

Live in 10–20 weeks with our proven PSA delivery framework.

Our 5-phase methodology handles everything from deployment type selection (Lite or D365 Finance integrated) through go-live and ongoing optimisation.

Phase 1

Envisioning & Design

2–4 weeks

Understand your project delivery methodology, resource model, billing practices, and financial processes. Select deployment type: Lite or integrated with D365 Finance.

Process assessmentDeployment typeSolution design

Phase 2

Build & Configuration

4–6 weeks

Configure project templates, resource pools, pricing models, billing rules, and financial settings. Set up approval workflows for time, expense, and invoices.

Project templatesResource configPricing models

Phase 3

Integration & Data Migration

2–4 weeks

D365 Sales, D365 Finance, HR, payroll, and third-party system integrations. Migrate historical projects, resources, contracts, and financial transactions.

ERP integrationData migrationCustom APIs

Phase 4

Testing & User Acceptance

2–3 weeks

End-to-end testing of billing scenarios, resource scheduling, mobile app, and financial integrations. UAT with PMs, finance, and executive stakeholders.

Billing UATMobile testingFinance sign-off

Phase 5

Training, Go-Live & Hypercare

2–3 weeks

Role-based training for PMs, resources, finance, and executives. Phased go-live with 2–4 weeks hypercare support and knowledge transfer.

Role-based trainingGo-liveHypercare

Pricing

Transparent licensing. No surprises.

Three license types covering full PSA users, time-tracking resources, and multi-app users with other D365 base licenses.

Built for project-based businesses across every sector.

Pre-configured project templates, billing models, and resource structures for your industry.

💼

Management Consulting

Billable hours & utilisation tracking
Fixed price & T&M engagements
Multi-phase project delivery
Partner & staff billing rates

IT Services & System Integrators

Implementation project templates
Resource skill matching
Milestone billing
Subcontractor management

Engineering & Construction

Multi-phase project planning
Equipment & material tracking
Progress billing
Compliance & safety reporting

📢

Creative & Marketing Agencies

Retainer & project billing
Creative resource scheduling
Campaign profitability tracking
Client portal access

Healthcare & Life Sciences

Clinical trial project tracking
Regulatory milestone management
Compliance documentation
Multi-site resource management

Energy & Infrastructure

Large-scale project scheduling
Safety & compliance tracking
Multi-currency contracts
Contractor & vendor management

Customer Stories

Trusted by project-based businesses across India.

"Before D365 Project Operations, we had no single view of project profitability. Now we see real-time margin on every engagement and can course-correct before projects go over budget. It's transformed how we run the firm."

Rajesh K.

Managing Partner, IT Consulting Firm

"Resource utilisation improved from 68% to 89% in six months. We can see exactly who's available, match skills to projects, and prevent overbooking — all from one dashboard. SchwettmannTech delivered it in 12 weeks."

Anika S.

Operations Director, Professional Services

"The integration between Project Operations and D365 Finance eliminated 3 days of manual month-end reconciliation. Revenue recognition is now automated and audit-ready. ROI achieved in under 9 months."

Vikram P.

CFO, Engineering Services Company

FAQ

Common questions.

Everything you need to know about D365 Project Operations — licensing, deployment, finance integration, and ROI.

Talk to a specialist

Project Operations Lite is a standalone PSA solution without a D365 Finance integration — ideal for organisations that use a third-party ERP or need PSA capabilities only. The integrated deployment fully connects Project Operations with D365 Finance for project accounting, revenue recognition, and billing within the Microsoft ERP — recommended for organisations already on or moving to D365 Finance.

The Team Member license ($8/user/month) is for resources who only need to enter time and expenses — not manage projects. Typical users: junior consultants, contractors, or any billable resource who doesn't need scheduling, billing, or reporting access. Most organisations use a mix of full Project Operations licenses (for PMs and finance) and Team Member licenses (for billable resources).

For T&M contracts, revenue is recognized as time and expenses are approved and billed. For fixed-price contracts, revenue recognition methods include percentage completion, milestone completion, and completed contract. When integrated with D365 Finance, the entire process is automated — from time approval through journal entries and financial reporting — eliminating manual month-end reconciliation.

Project Operations Lite (standalone PSA): 10–14 weeks. Integrated deployment with D365 Finance: 14–20 weeks. Enterprise multi-country rollouts: 20+ weeks. SchwettmannTech has delivered all projects within these timelines using our structured 5-phase methodology, with dedicated project managers and centres of excellence for PSA and finance.

Yes. We specialise in migrating from Kantata, Deltek, Kimble, FinancialForce, custom ERP systems, and spreadsheets. Migration includes active projects, historical project data, resource profiles, contracts, billing history, and financial transactions. SchwettmannTech provides full ETL tooling, data validation, and reconciliation as part of every implementation.

Most organisations see 20–30% ROI in the first year through improved margin visibility (catching budget overruns earlier), better resource utilisation (fewer bench days), faster billing cycles (automated invoice generation), and reduced month-end effort. Payback period is typically 10–14 months. SchwettmannTech will model expected ROI for your specific business during the free assessment.

Ready to start?

Go live in 10–20 weeks.
Transform how you deliver projects.

Get a free PSA assessment from SchwettmannTech. We'll audit your current project delivery model, identify revenue leakage points, and design a tailored D365 Project Operations solution with measurable ROI.

Get Free PSA Assessment Schedule a Demo

Feature	D365 Project Operations	Kantata (Mavenlink)	Deltek Vantagepoint
Pricing (per user/month)	$120 full · $8 team member	$49–99	Custom ($100–150)
Opportunity to Cash	✓ CRM → PSA → Finance seamlessly	⚬ Limited CRM, 3rd party needed	✓ Built-in CRM & accounting
Microsoft 365 Integration	✓ Teams, Outlook, SharePoint, OneDrive	⚬ Third-party only	⚬ Limited Microsoft integration
ERP Integration	✓ D365 Finance — full ERP native	⚬ Basic, requires 3rd party ERP	✓ Native ERP & accounting
Low-Code Customisation	✓ Power Platform (no-code/low-code)	⚬ Limited customisation	⚬ Requires developer skills
Mobile App (offline)	✓ iOS, Android, Windows, offline	⚬ iOS & Android only	⚬ Mobile app, no offline

Deliver projectson time, on budget,every time.

Everything a project-based business needs — in one platform.

CRM to PSA to Finance — one seamless pipeline

Right resource, right project, right time

Gantt charts, WBS, milestones & critical path

Mobile-friendly time & expense with approval workflows

Full project P&L — integrated with D365 Finance

Fixed price, T&M, retainer, hybrid — all supported

Real-time project health, utilisation & profitability

iOS, Android, Windows — offline capable

Microsoft ecosystem + third-party ERP

Measurable ROI within 12 months.

Live in 10–20 weeks with our proven PSA delivery framework.

Transparent licensing. No surprises.

Built for project-based businesses across every sector.

Management Consulting

IT Services & System Integrators

Engineering & Construction

Creative & Marketing Agencies

Healthcare & Life Sciences

Energy & Infrastructure

Trusted by project-based businesses across India.

Common questions.

Go live in 10–20 weeks.Transform how you deliver projects.

Deliver projects
on time, on budget,
every time.

Go live in 10–20 weeks.
Transform how you deliver projects.