1. To-Increase Dynamics 365 for Finance & Operations

Advanced project management


Advanced Project Management puts you in control of your complex projects, so they come in on time, meet customer expectations, and maintain healthy margins.

You can master the challenges of manufacturing project management, such as product changes and custom requirements, while remaining resource-efficient.

Integrating fully with Dynamics 365 for Finance and Operations, Advanced Project Management provides comprehensive quote-to-service capabilities that help you respond promptly to changing customer needs and competitive threats. Your manufacturing project management benefits from improved transparency and manageability of all the processes, resources, and interactions that contribute to complex projects. The solution’s extensive, intuitive business intelligence and decision-making tools enable you to take the right actions to ensure optimal revenue and an excellent customer experience.





If you can't find the information you are looking for, you can:


Setting up and maintaining Advanced project management

Set Advanced project management parameters

Set up activity templates

Set up cost codes

Set up equipment categories

Set up project pricing
Set up cost prices
Set up sales prices

Set up calculation
Set up calculation groups

Set up progress billing

Set up subcontract management
Set up subcontracting to subcontractors
Set up subcontracting to subcontractor workers

Set up bid import

Working with Advanced project management

Create and manage project quotations
Create work breakdown structure (WBS)
Define project quotation price
Manage customer interaction

Create and manage projects
Manage project logistics
Use project inventory
Use progress billing
Monitor budget allocation
Report hours

Create and manage project change orders
Change work breakdown structure
Manage customer interaction

Create and manage subcontracts
Create subcontract from project quotation
Create subcontract from project