On-Demand Webinar Series
Is Dynamics 365 Project Operations the Holy Grail of Project Business Automation?
Discover how Dynamics 365 Project Operations can revolutionize project business automation in our two-part on-demand webinar series, “Is Dynamics 365 Project Operations the Holy Grail of Project Business Automation?”
In this series, we explore the power of D365 Project Operations for project-based service firms, breaking down its key functionalities and the impact of recent design innovations. Whether you’re new to Project Operations or in the process of evaluating its fit for your business, these webinars offer deep insights, expert advice, and real-world customer feedback.
Ready to level up your Project Operations?
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Webinar 1: Unpacking Dynamics 365 Project Operations: A Functional Deconstruction
What you’ll learn:
- The Essence of Project Operations: Discover what “Project Operations” truly means for project-based services firms. We’ll discuss the core capabilities that differentiate it from traditional project management tools and why it’s becoming a critical solution for firms managing complex project lifecycles.
- The Quote-to-Cash Process: This end-to-end process, from quoting to revenue realization, is often hailed as the holy grail of project automation. We’ll break down each phase—quoting, resource planning, project delivery, billing, and revenue recognition—and explore whether D365 Project Operations lives up to the hype.
- Tips for Evaluating D365 Project Operations: Learn key factors to consider when evaluating Project Operations for your firm, including integration with other Microsoft solutions (like Dynamics 365 Finance and Power Platform), scalability, and ease of use for various stakeholders.
Who should watch:
- Professionals new to D365 Project Operations who want to gain a solid understanding of its role in automating and streamlining project-based workflows.
- Firms or individuals currently evaluating D365 Project Operations and looking for a structured framework to assess its potential fit, ROI, and integration with existing business systems.
Webinar 2: D365 Project Operations – Revolutionizing Customer Success Through a New Design
What you’ll learn:
- Customer feedback and insights: Discuss feedback from firms who have evaluated or implemented D365 Project Operations with integration with D365 Finance and get an inside look into their experiences. We’ll explain how this feedback has driven design changes to the solution.
- Innovative design changes: We’ll dive into these design changes, covering improvements in user experience, enhanced functionality and integration with D365 Finance.
- Impact on your business: Learn why these new features and design elements matter for firms of all sizes. From ease of implementation to increasing user adoption.
Who should watch:
- Newcomers to D365 Project Operations who are interested in understanding the integration with D365 Finance and user experience.
- Decision-makers evaluating D365 Project Operations who want to understand how the design changes enhance the overall solution.
Meet the Presenter
James Thomas
Industry Director, Professional Services
James Thomas is a seasoned expert in Microsoft Dynamics ERP, PSA, Field Service, and CRM, with a rich career spanning two decades in various pivotal roles. James’s ambition centers on leveraging his deep knowledge of integrated business processes and accounting to drive sales revenue, underpinned by a unique blend of industry expertise and business acumen.
